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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $113M | +$940K | 5 | 10.56% | Increased |
|
| 1102 |
EARNEST Partners
Atlanta,
Georgia
| $113M | +$20.6M | 15 | 0.66% | Increased |
|
| 1103 |
Mariner Independent Advisor Network
Overland Park,
Kansas
| $113M | -$2.63M | 9 | 5.1% | Reduced |
|
| 1104 |
SouthState Corp
Winter Haven,
Florida
| $112M | -$334K | 7 | 9.69% | Reduced |
|
| 1105 |
Bowie Capital Management
Richardson,
Texas
| $112M | +$10.4M | 3 | 14.01% | Increased |
|
| 1106 |
Carret Asset Management
New York
| $112M | -$2.33M | 8 | 13.15% | Reduced |
|
| 1107 |
DDD Partners
Bellevue,
Washington
| $112M | +$16.7M | 7 | 17.06% | Increased |
|
| 1108 |
Polunin Capital Partners
London,
United Kingdom
| $112M | +$110M | 1 | 34.61% | New |
|
| 1109 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $112M | -$2.99M | 7 | 8.55% | Reduced |
|
| 1110 |
AIA Group
Hong Kong
| $112M | +$23M | 10 | 7.69% | Increased |
|
| 1111 |
Lincoln National Corp
Radnor,
Pennsylvania
| $112M | +$72K | 12 | 2.39% | Increased |
|
| 1112 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $111M | -$575K | 6 | 8.67% | Reduced |
|
| 1113 |
ALAM
Asahi Life Asset Management
Tokyo,
Japan
| $111M | +$14.3M | 11 | 14.85% | Increased |
|
| 1114 |
TFM
TPI Fund Managers
London,
United Kingdom
| $111M | +$3.7M | 2 | 15.31% | Increased |
|
| 1115 |
Glynn Capital Management
Menlo Park,
California
| $111M | -$2.24M | 6 | 10.15% | Reduced |
|
| 1116 |
Diamond Hill Capital Management
Columbus,
Ohio
| $111M | -$4.75M | 2 | 0.42% | Reduced |
|
| 1117 |
Beaumont Financial Advisors
Needham,
Massachusetts
| $111M | +$5.25M | 9 | 8.46% | Increased |
|
| 1118 |
Pentwater Capital Management
Naples,
Florida
| $111M | +$23.1M | 4 | 0.91% | Increased |
|
| 1119 |
YCG LLC
Austin,
Texas
| $111M | +$3.5M | 2 | 10.73% | Increased |
|
| 1120 |
CSM Advisors
Warrendale,
Pennsylvania
| $111M | +$4.82M | 6 | 7.31% | Increased |
|
| 1121 |
Sequoia Financial Advisors
Akron,
Ohio
| $110M | +$13.1M | 9 | 4.03% | Increased |
|
| 1122 |
Alpha Wave Global
New York
| $110M | -$42.8M | 2 | 7.05% | Reduced |
|
| 1123 |
NWAM LLC
Mercer Island,
Washington
| $110M | -$2.99M | 10 | 10.21% | Reduced |
|
| 1124 |
TM
Tikvah Management
Charlotte,
North Carolina
| $110M | -$5.02M | 3 | 30.37% | Reduced |
|
| 1125 |
Ledyard National Bank
| $110M | -$1.43M | 7 | 11.24% | Reduced |
|