Cloud Computing
Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.
64 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 576 |
Pinnacle Associates
New York
| $657M | +$1.09M | 15 | 7.17% | Increased |
|
| 577 |
SI
Standard Investments
New York
| $654M | $0 | 2 | 33.87% | Maintained |
|
| 578 |
Blackstone Inc
New York
| $653M | +$347M | 12 | 1.68% | Increased |
|
| 579 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| $653M | +$2.88M | 6 | 11.44% | Increased |
|
| 580 |
SCM
Silvant Capital Management
Atlanta,
Georgia
| $649M | -$53.8M | 12 | 18.88% | Reduced |
|
| 581 |
Savant Capital
Rockford,
Illinois
| $648M | +$323M | 22 | 1.9% | Increased |
|
| 582 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
| $647M | -$697M | 1 | 29.6% | Reduced |
|
| 583 |
Gabelli Funds
Rye,
New York
| $646M | -$3.1M | 15 | 4.13% | Reduced |
|
| 584 |
Curi RMB Capital
Chicago,
Illinois
| $643M | -$4.63M | 18 | 9.92% | Reduced |
|
| 585 |
TIAA Wealth Investment Management
New York
| $641M | +$36.2M | 12 | 4.28% | Increased |
|
| 586 |
DJE Kapital
82049 Pullach,
Germany
| $638M | +$183M | 6 | 12.03% | Increased |
|
| 587 |
Equitable Holdings
New York
| $635M | -$47.7M | 18 | 3.79% | Reduced |
|
| 588 |
Clearstead Advisors
Cleveland,
Ohio
| $634M | -$246M | 30 | 5.99% | Reduced |
|
| 589 |
CAM
Contour Asset Management
New York
| $633M | +$57.1M | 6 | 14.98% | Increased |
|
| 590 |
C
Consulta
London,
United Kingdom
| $630M | -$60.4M | 3 | 22.75% | Reduced |
|
| 591 |
Kestra Private Wealth Services
Austin,
Texas
| $628M | +$1.16M | 25 | 6.91% | Increased |
|
| 592 |
Beck Mack & Oliver
New York
| $626M | -$49.4M | 5 | 12.2% | Reduced |
|
| 593 |
AL3A
Accel Leaders 3 Associates
Palo Alto,
California
| $622M | $0 | 1 | 100% | Maintained |
|
| 594 |
Merit Financial Group
Alpharetta,
Georgia
| $622M | +$92M | 29 | 3.8% | Increased |
|
| 595 |
Mission Wealth Management
Santa Barbara,
California
| $620M | +$260M | 18 | 7.58% | Increased |
|
| 596 |
First Financial Bankshares
Abilene,
Texas
| $620M | +$20.7M | 7 | 11.6% | Increased |
|
| 597 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $617M | +$85.1M | 22 | 7.5% | Increased |
|
| 598 |
Busey Bank
Urbana,
Illinois
| $612M | -$1.67M | 6 | 14.84% | Reduced |
|
| 599 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| $609M | +$283M | 13 | 15.12% | Increased |
|
| 600 |
Voleon Capital Management
Berkeley,
California
| $607M | -$6.95M | 11 | 11.06% | Reduced |
|