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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $98.2M | -$543K | 6 | 8.8% | Reduced |
|
| 1177 |
Southeastern Asset Management
Memphis,
Tennessee
| $97.9M | +$28.6M | 1 | 1.86% | Increased |
|
| 1178 |
Hoey Investments
Coatesville,
Pennsylvania
| $97.9M | +$3.53M | 10 | 29.24% | Increased |
|
| 1179 |
FM
Freemont Management
Vaud,
Switzerland
| $97.7M | -$804K | 5 | 12.91% | Reduced |
|
| 1180 |
SCS Capital Management
Boston,
Massachusetts
| $97.7M | $0 | 3 | 2.08% | Maintained |
|
| 1181 |
GFA
Gifford Fong Associates
Lafayette,
California
| $97.3M | +$1.72M | 6 | 18.9% | Increased |
|
| 1182 |
AC
AMS Capital
Sao Paulo,
Brazil
| $97.2M | -$8.32M | 5 | 20.46% | Reduced |
|
| 1183 |
BTP
Bloom Tree Partners
New York
| $97.2M | -$63.2M | 4 | 11.58% | Reduced |
|
| 1184 |
Mark Asset Management
New York
| $97M | -$440K | 4 | 10.47% | Reduced |
|
| 1185 |
Weatherly Asset Management
Del Mar,
California
| $97M | -$524K | 6 | 11.8% | Reduced |
|
| 1186 |
Summit Trail Advisors
New York
| $96.9M | -$33M | 9 | 7.27% | Reduced |
|
| 1187 |
SignatureFD
Atlanta,
Georgia
| $96.8M | +$6.53M | 29 | 3.34% | Increased |
|
| 1188 |
Jacobs & Co
San Francisco,
California
| $96.6M | +$813K | 6 | 11.12% | Increased |
|
| 1189 |
Geneos Wealth Management
Englewood,
Colorado
| $96.3M | +$3.34M | 24 | 3.69% | Increased |
|
| 1190 |
CA
Claar Advisors
New York
| $96.1M | +$2.22M | 4 | 28.5% | Increased |
|
| 1191 |
Alerus Financial
Grand Forks,
North Dakota
| $96M | +$592K | 4 | 8.74% | Increased |
|
| 1192 |
Pallas Capital Advisors
Braintree,
Massachusetts
| $95.8M | +$23.4M | 9 | 10.52% | Increased |
|
| 1193 |
Sands Capital Ventures
Arlington,
Virginia
| $95.7M | +$90M | 1 | 14.44% | New |
|
| 1194 |
Fulton Bank
Lancaster,
Pennsylvania
| $95.6M | +$303K | 9 | 4.45% | Increased |
|
| 1195 |
Grandfield & Dodd
New York
| $95.5M | -$1.42M | 6 | 6.67% | Reduced |
|
| 1196 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $95.5M | +$89K | 10 | 8.84% | Increased |
|
| 1197 |
SeaCrest Wealth Management
Purchase,
New York
| $95.4M | +$1.1M | 11 | 11.51% | Increased |
|
| 1198 |
Check Capital Management
Costa Mesa,
California
| $95.4M | -$784K | 4 | 4.43% | Reduced |
|
| 1199 |
Aptus Capital Advisors
Fairhope,
Alabama
| $95.4M | +$9.7M | 8 | 2.46% | Increased |
|
| 1200 |
AA
Armor Advisors
New York
| $95.4M | -$12.2M | 3 | 16.21% | Reduced |
|