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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
Frontier Capital Management
Boston,
Massachusetts
| $111M | -$55.3M | 1 | 0.82% | Reduced |
|
| 1002 |
Allstate Corporation
Northbrook,
Illinois
| $111M | -$10.1M | 11 | 3.44% | Reduced |
|
| 1003 |
Bristlecone Advisors
Bellevue,
Washington
| $111M | +$4.35M | 5 | 17.61% | Increased |
|
| 1004 |
Maple Capital Management
Montpelier,
Vermont
| $111M | +$156K | 5 | 17.06% | Increased |
|
| 1005 |
World Asset Management
Detroit,
Michigan
| $110M | -$4.51M | 13 | 10.53% | Reduced |
|
| 1006 |
Timucuan Asset Management
Jacksonville,
Florida
| $110M | -$40.6M | 1 | 5.61% | Reduced |
|
| 1007 |
TD Private Client Wealth
New York
| $110M | -$2.47M | 16 | 5.57% | Reduced |
|
| 1008 |
Ancora Advisors
Cleveland,
Ohio
| $110M | +$900K | 13 | 3.54% | Increased |
|
| 1009 |
Destination Wealth Management
Walnut Creek,
California
| $110M | +$1.32M | 7 | 4.77% | Increased |
|
| 1010 |
RWWM Inc
Rocklin,
California
| $110M | +$77.1M | 2 | 17.59% | Increased |
|
| 1011 |
Traynor Capital Management
Malvern,
Pennsylvania
| $110M | -$1.63M | 6 | 19.43% | Reduced |
|
| 1012 |
Kingsview Wealth Management
Grants Pass,
Oregon
| $109M | +$14.9M | 12 | 7.92% | Increased |
|
| 1013 |
Burney Company
Reston,
Virginia
| $109M | -$9.01M | 10 | 6% | Reduced |
|
| 1014 |
CDH
Charles D. Hyman
| $109M | +$2.52M | 7 | 8.74% | Increased |
|
| 1015 |
Tokio Marine Asset Management
Tokyo,
Japan
| $109M | -$1.34M | 8 | 11.88% | Reduced |
|
| 1016 |
HoyleCohen
San Diego,
California
| $109M | +$16.1M | 8 | 12.57% | Increased |
|
| 1017 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| $109M | +$17.3M | 1 | 8.33% | Increased |
|
| 1018 |
Front Barnett Associates
Chicago,
Illinois
| $109M | +$45K | 4 | 12.9% | Increased |
|
| 1019 |
North Star Asset Management
Neenah,
Wisconsin
| $109M | +$2.39M | 9 | 6.86% | Increased |
|
| 1020 |
Laurion Capital Management
New York
| $109M | +$5.72M | 9 | 0.84% | Increased |
|
| 1021 |
Kings Point Capital Management
Great Neck,
New York
| $108M | +$1.96M | 11 | 11.53% | Increased |
|
| 1022 |
Dowling & Yahnke
San Diego,
California
| $108M | +$2.33M | 8 | 7.7% | Increased |
|
| 1023 |
Capital Fund Management (CFM)
Paris,
France
| $108M | -$192M | 9 | 1.02% | Reduced |
|
| 1024 |
Snowden Capital Advisors
New York
| $108M | +$3.56M | 11 | 7.11% | Increased |
|
| 1025 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| $108M | +$1.23M | 6 | 11.65% | Increased |
|