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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
First National Trust
Hermitage,
Pennsylvania
| $228M | -$33.7M | 7 | 7.74% | Reduced |
|
| 1052 |
Vaughan David Investments
Peoria,
Illinois
| $228M | -$5.12M | 6 | 4.53% | Reduced |
|
| 1053 |
Bragg Financial Advisors
Charlotte,
North Carolina
| $227M | +$1.49M | 6 | 6.09% | Increased |
|
| 1054 |
Centiva Capital
New York
| $227M | +$102M | 16 | 1.98% | Increased |
|
| 1055 |
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $226M | -$24.5M | 6 | 7.64% | Reduced |
|
| 1056 |
Waycross Partners
Louisville,
Kentucky
| $226M | +$7.19M | 3 | 19.28% | Increased |
|
| 1057 |
Rothschild Investment LLC
Chicago,
Illinois
| $226M | +$40.7M | 32 | 8.44% | Increased |
|
| 1058 |
Sigma Planning Corp
Ann Arbor,
Michigan
| $225M | -$11.1M | 16 | 5.67% | Reduced |
|
| 1059 |
JTC Employer Solutions Trustee
St Helier,
Jersey
| $225M | +$534K | 11 | 18.06% | Increased |
|
| 1060 |
Syon Capital
San Francisco,
California
| $225M | +$10.7M | 16 | 9.78% | Increased |
|
| 1061 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
| $223M | +$4.42M | 8 | 5.29% | Increased |
|
| 1062 |
Purpose Unlimited Inc
Toronto,
| $223M | -$14.3M | 12 | 8.52% | Reduced |
|
| 1063 |
Welch Group
Birmingham,
Alabama
| $222M | +$5.3M | 6 | 7.59% | Increased |
|
| 1064 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $222M | +$4.42M | 11 | 4.63% | Increased |
|
| 1065 |
North Star Asset Management
Neenah,
Wisconsin
| $222M | -$5.02M | 8 | 8.72% | Reduced |
|
| 1066 |
Dock Street Asset Management
Palm Beach,
Florida
| $221M | -$3.17M | 7 | 20.45% | Reduced |
|
| 1067 |
DNCA Finance
Paris,
France
| $220M | -$14.9M | 7 | 10.68% | Reduced |
|
| 1068 |
Narwhal Capital Management
Marietta,
Georgia
| $220M | -$1.7M | 5 | 15.19% | Reduced |
|
| 1069 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| $220M | -$91.4M | 2 | 13.89% | Reduced |
|
| 1070 |
Night Owl Capital Management
Greenwich,
Connecticut
| $220M | -$24.3M | 3 | 23.08% | Reduced |
|
| 1071 |
Armistice Capital
New York
| $220M | +$13.7M | 6 | 2.69% | Increased |
|
| 1072 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| $220M | +$6.89M | 6 | 14.05% | Increased |
|
| 1073 |
NBT Bank
Norwich,
New York
| $219M | -$6.07M | 15 | 14.5% | Reduced |
|
| 1074 |
Agave Capital Management
London,
| $218M | +$171M | 3 | 23.87% | Increased |
|
| 1075 |
ALPS Advisors
Denver,
Colorado
| $218M | +$31.8M | 14 | 1.02% | Increased |
|