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 | |
|---|---|---|---|---|---|---|---|
| 1151 |
Harbor Investment Advisory
Lutherville,
Maryland
| $59.7M | +$57.1M | 12 | 13.75% | New |
|
| 1152 |
Central Securities
New York
| $59.6M | $0 | 3 | 8.53% | Maintained |
|
| 1153 |
Columbus Circle Investors
| $59.6M | -$110M | 5 | 2.56% | Reduced |
|
| 1154 |
TA
TRB Advisors
New York
| $59.4M | +$24.5M | 3 | 25.16% | Increased |
|
| 1155 |
CPH
C Partners Holding
Zurich,
Switzerland
| $59.2M | +$2.25M | 2 | 17.66% | Increased |
|
| 1156 |
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $59.2M | -$4.94M | 7 | 5.92% | Reduced |
|
| 1157 |
Broad Run Investment Management
Arlington,
Virginia
| $59M | -$3.92M | 2 | 2.58% | Reduced |
|
| 1158 |
Bragg Financial Advisors
Charlotte,
North Carolina
| $59M | +$758K | 7 | 6.6% | Increased |
|
| 1159 |
YCG LLC
Austin,
Texas
| $58.9M | +$240K | 2 | 7.73% | Increased |
|
| 1160 |
Majedie Asset Management
London,
United Kingdom
| $58.6M | +$4.92M | 3 | 4.26% | Increased |
|
| 1161 |
Bristlecone Advisors
Bellevue,
Washington
| $58.4M | -$6.66M | 6 | 11.73% | Reduced |
|
| 1162 |
ARS Investment Partners
New York
| $58.3M | +$50.4K | 5 | 9.79% | Increased |
|
| 1163 |
SCA
Snowden Capital Advisors
New York
| $58.1M | +$1.56M | 8 | 5.15% | Increased |
|
| 1164 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| $57.9M | +$3.95M | 5 | 5.57% | Increased |
|
| 1165 |
Weatherly Asset Management
Del Mar,
California
| $57.7M | +$657K | 7 | 11.02% | Increased |
|
| 1166 |
UBS O'Connor
Chicago,
Illinois
| $57.5M | +$37.2M | 5 | 1.63% | Increased |
|
| 1167 |
Penn Davis McFarland
Dallas,
Texas
| $57.5M | -$374K | 4 | 17.04% | Reduced |
|
| 1168 |
SC
Selz Capital
New York
| $57.5M | +$327K | 4 | 10.08% | Increased |
|
| 1169 |
Giverny Capital
Montreal,
Quebec, Canada
| $57.3M | +$1.9M | 2 | 5.19% | Increased |
|
| 1170 |
Northstar Investment Advisors
Denver,
Colorado
| $57.3M | -$2.24M | 6 | 9.01% | Reduced |
|
| 1171 |
Petrus Trust Company
Dallas,
Texas
| $57.3M | +$3.86M | 6 | 9.11% | Increased |
|
| 1172 |
Guinness Asset Management
London,
United Kingdom
| $57.2M | +$10.2M | 4 | 6.99% | Increased |
|
| 1173 |
TC
TownSquare Capital
Provo,
Utah
| $57.2M | -$8.37M | 9 | 4.64% | Reduced |
|
| 1174 |
Nexus Investment Management
Toronto,
Ontario, Canada
| $57.2M | -$1.61M | 3 | 7.83% | Reduced |
|
| 1175 |
GFA
Gifford Fong Associates
Lafayette,
California
| $57.1M | $0 | 6 | 16.65% | Maintained |
|