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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
John G. Ullman & Associates
Corning,
New York
| $22M | -$1.81M | 3 | 4.01% | Reduced |
|
| 1077 |
Petrus Trust Company
Dallas,
Texas
| $22M | +$9.49M | 2 | 5.86% | Increased |
|
| 1078 |
Quantitative Investment Management
Charlottesville,
Virginia
| $21.9M | -$33.7M | 5 | 3.93% | Reduced |
|
| 1079 |
GSA Capital Partners
London,
United Kingdom
| $21.9M | -$17.8M | 9 | 0.99% | Reduced |
|
| 1080 |
FA
FDx Advisors
Chicago,
Illinois
| $21.8M | +$5.19M | 8 | 1.43% | Increased |
|
| 1081 |
BP
Bandera Partners
New York
| $21.8M | -$20.5K | 1 | 12.78% | Reduced |
|
| 1082 |
AFAM Capital
Austin,
Texas
| $21.8M | +$295K | 3 | 2.74% | Increased |
|
| 1083 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
| $21.7M | +$9.11M | 4 | 4.29% | Increased |
|
| 1084 |
Lee, Danner & Bass
Nashville,
Tennessee
| $21.7M | +$518K | 5 | 2.65% | Increased |
|
| 1085 |
FIM
Frontier Investment Management
Dallas,
Texas
| $21.6M | -$661K | 4 | 3.42% | Reduced |
|
| 1086 |
Catalyst Capital Advisors
Huntington,
New York
| $21.6M | +$7.59M | 5 | 3.52% | Increased |
|
| 1087 |
AL
Agran Libbie
Santa Monica,
California
| $21.6M | +$806K | 5 | 5.51% | Increased |
|
| 1088 |
Mark Asset Management
New York
| $21.5M | -$2.82M | 1 | 5.8% | Reduced |
|
| 1089 |
Adell Harriman & Carpenter
Houston,
Texas
| $21.5M | -$838K | 5 | 5.92% | Reduced |
|
| 1090 |
FFIC
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $21.5M | +$9.5M | 2 | 4.74% | Increased |
|
| 1091 |
BC
Bruce & Co
Chicago,
Illinois
| $21.5M | +$4.78M | 1 | 4.95% | Increased |
|
| 1092 |
YCG LLC
Austin,
Texas
| $21.4M | +$4.61M | 4 | 7.8% | Increased |
|
| 1093 |
PDT Partners
New York
| $21.3M | -$47.6M | 3 | 0.57% | Reduced |
|
| 1094 |
TCM
TriOaks Capital Management
New York
| $21.3M | -$2.16M | 2 | 4.19% | Reduced |
|
| 1095 |
E.S. Barr & Co
Lexington,
Kentucky
| $21.3M | +$262K | 3 | 2.58% | Increased |
|
| 1096 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| $21.2M | +$337K | 5 | 7.04% | Increased |
|
| 1097 |
SouthState Corp
Winter Haven,
Florida
| $21.2M | +$103K | 4 | 3.49% | Increased |
|
| 1098 |
FI
FCM Investments
Dallas,
Texas
| $21.1M | -$1.6M | 3 | 9.67% | Reduced |
|
| 1099 |
Apex Capital
Orinda,
California
| $21.1M | +$19.6M | 1 | 1.32% | New |
|
| 1100 |
Zuckerman Investment Group
Chicago,
Illinois
| $21.1M | -$126K | 2 | 4.55% | Reduced |
|