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 |
DME Capital Management
New York
| $130M | +$14M | 1 | 6.58% | Increased |
|
| 1152 |
Jump Financial
Chicago,
Illinois
| $130M | +$43.1M | 17 | 1.71% | Increased |
|
| 1153 |
Waters Parkerson & Co
New Orleans,
Louisiana
| $129M | -$576K | 6 | 6.9% | Reduced |
|
| 1154 |
Diversify Advisory Services
Sandy,
Utah
| $129M | -$4.93M | 10 | 8.07% | Reduced |
|
| 1155 |
Tamar Securities
Woodland Hills,
California
| $129M | +$3.93M | 6 | 17.49% | Increased |
|
| 1156 |
Spyglass Capital Management
San Francisco,
California
| $129M | +$1.58M | 2 | 8.84% | Increased |
|
| 1157 |
Sculptor Capital
New York
| $129M | +$29.8M | 3 | 2.46% | Increased |
|
| 1158 |
IFP Advisors
Tampa,
Florida
| $128M | +$16.3M | 28 | 3.96% | Increased |
|
| 1159 |
TruWealth Advisors
Metairie,
Louisiana
| $128M | -$3.13M | 6 | 7.73% | Reduced |
|
| 1160 |
Transform Wealth
Greenwood Village,
Colorado
| $128M | +$11.5M | 6 | 7.76% | Increased |
|
| 1161 |
Hollencrest Capital Management
Newport Beach,
California
| $128M | -$8.19M | 18 | 5.54% | Reduced |
|
| 1162 |
Cantor Fitzgerald
New York
| $128M | +$33.2M | 8 | 2.65% | Increased |
|
| 1163 |
Woodstock Corp
Boston,
Massachusetts
| $128M | +$18.2K | 8 | 12.61% | Increased |
|
| 1164 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| $128M | +$241K | 3 | 14.14% | Increased |
|
| 1165 |
Beaumont Financial Advisors
Needham,
Massachusetts
| $127M | -$8.91M | 7 | 9.94% | Reduced |
|
| 1166 |
Iconiq Capital
San Francisco,
California
| $127M | +$73M | 10 | 2.24% | Increased |
|
| 1167 |
Levin Capital Strategies
New York
| $126M | -$5.26M | 5 | 13.36% | Reduced |
|
| 1168 |
Evoke Wealth
Los Angeles,
California
| $126M | +$30.5M | 8 | 3.3% | Increased |
|
| 1169 |
Richard Bernstein Advisors
New York
| $126M | -$7.24M | 8 | 3.05% | Reduced |
|
| 1170 |
Silicon Valley Capital Partners
San Jose,
California
| $125M | +$22M | 10 | 16.4% | Increased |
|
| 1171 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $125M | +$3.24M | 8 | 4.79% | Increased |
|
| 1172 |
JC
JBF Capital
Aspen,
Colorado
| $125M | -$11.7M | 4 | 24.11% | Reduced |
|
| 1173 |
LMR Partners
London,
United Kingdom
| $125M | -$38.9M | 12 | 1.17% | Reduced |
|
| 1174 |
First American Trust
Santa Ana,
California
| $125M | +$20.6M | 7 | 11.49% | Increased |
|
| 1175 |
TCM
Trybe Capital Management
Greenwich,
Connecticut
| $125M | +$23.5M | 4 | 32.73% | Increased |
|