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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Principal Securities
Des Moines,
Iowa
| $163M | +$6.37M | 25 | 3.95% | Increased |
|
| 1027 |
Parthenon LLC
Louisville,
Kentucky
| $163M | +$219K | 6 | 19.46% | Increased |
|
| 1028 |
Empirical Wealth Management
Seattle,
Washington
| $163M | +$697K | 9 | 4.56% | Increased |
|
| 1029 |
GAMCO Investors
Greenwich,
Connecticut
| $162M | -$1.32M | 10 | 1.66% | Reduced |
|
| 1030 |
Cortland Associates
St Louis,
Missouri
| $162M | -$4.07M | 5 | 19.67% | Reduced |
|
| 1031 |
Siemens Fonds Invest
Munich,
Germany
| $161M | +$2.3M | 11 | 12.83% | Increased |
|
| 1032 |
Rheos Capital Works
Tokyo,
Japan
| $161M | -$90.2M | 6 | 8.4% | Reduced |
|
| 1033 |
ALPS Advisors
Denver,
Colorado
| $161M | +$20M | 14 | 1.08% | Increased |
|
| 1034 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $161M | +$623K | 7 | 16.68% | Increased |
|
| 1035 |
Burney Company
Reston,
Virginia
| $160M | -$6.43M | 8 | 5.7% | Reduced |
|
| 1036 |
Narwhal Capital Management
Marietta,
Georgia
| $159M | +$4.94M | 4 | 14.32% | Increased |
|
| 1037 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
| $158M | +$8.49M | 2 | 29.25% | Increased |
|
| 1038 |
Penserra Capital Management
Orinda,
California
| $158M | -$374M | 24 | 3.43% | Reduced |
|
| 1039 |
Iron Gate Global Advisors
Nsl,
Utah
| $158M | +$6.91M | 5 | 24.4% | Increased |
|
| 1040 |
E Fund Management
Guangzhou,
China
| $158M | +$16.5M | 9 | 8.1% | Increased |
|
| 1041 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $157M | -$1.6M | 7 | 12.44% | Reduced |
|
| 1042 |
Ritholtz Wealth Management
New York
| $157M | -$2.87M | 9 | 4.72% | Reduced |
|
| 1043 |
Waverly Advisors
Birmingham,
Alabama
| $156M | +$6.34M | 10 | 2.88% | Increased |
|
| 1044 |
SCI
S&CO Inc
Boston,
Massachusetts
| $156M | +$3.88M | 7 | 10.2% | Increased |
|
| 1045 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $155M | -$2.56M | 3 | 20.11% | Reduced |
|
| 1046 |
Cullen Capital Management
New York
| $155M | -$11M | 5 | 1.69% | Reduced |
|
| 1047 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| $155M | -$9.8M | 6 | 9.89% | Reduced |
|
| 1048 |
MTC
McDaniel Terry & Co
Austin,
Texas
| $155M | +$122K | 5 | 12.95% | Increased |
|
| 1049 |
Everence Capital Management
Goshen,
Indiana
| $154M | +$180K | 9 | 9.74% | Increased |
|
| 1050 |
J.M. Forbes & Co
Boston,
Massachusetts
| $154M | -$1.11M | 6 | 15.05% | Reduced |
|