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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
Money Concepts Capital
Palm Beach Gardens,
Florida
| $67.4M | +$27.7M | 32 | 3.01% | Increased |
|
| 1202 |
Overbrook Management Corp
New York
| $67.3M | -$3.35M | 5 | 19.56% | Reduced |
|
| 1203 |
Allworth Financial
Folsom,
California
| $67.3M | +$1.21M | 29 | 0.75% | Increased |
|
| 1204 |
Ulysses Management
New York
| $67.2M | -$15.6M | 2 | 16.2% | Reduced |
|
| 1205 |
Wedgewood Partners
St Louis,
Missouri
| $67.2M | -$1.41M | 3 | 12.34% | Reduced |
|
| 1206 |
Private Advisor Group
Morristown,
New Jersey
| $67.1M | -$7.79M | 14 | 3.38% | Reduced |
|
| 1207 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| $67.1M | +$72M | 3 | 30.42% | New |
|
| 1208 |
Gifford Fong Associates
Lafayette,
California
| $67.1M | +$988K | 8 | 15.38% | Increased |
|
| 1209 |
Principle Wealth Partners
Madison,
Connecticut
| $67M | -$129K | 6 | 7.6% | Reduced |
|
| 1210 |
Callahan Advisors
Houston,
Texas
| $66.8M | +$1.52M | 5 | 9.14% | Increased |
|
| 1211 |
MC
Maplelane Capital
New York
| $66.8M | +$108K | 1 | 6.93% | Increased |
|
| 1212 |
Merit Financial Group
Alpharetta,
Georgia
| $66.6M | +$17.5M | 8 | 2.41% | Increased |
|
| 1213 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $66.6M | -$751K | 9 | 3.24% | Reduced |
|
| 1214 |
AQR Arbitrage
Greenwich,
Connecticut
| $66.2M | +$1.84M | 2 | 1.7% | Increased |
|
| 1215 |
Summit Trail Advisors
New York
| $66.1M | -$1.13M | 11 | 2.94% | Reduced |
|
| 1216 |
GGV Capital
Menlo Park,
California
| $66M | +$2M | 2 | 24.1% | Increased |
|
| 1217 |
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $65.9M | -$1.71M | 6 | 5.1% | Reduced |
|
| 1218 |
Means Investment Company
Bangor,
Maine
| $65.8M | -$2.18M | 9 | 13.18% | Reduced |
|
| 1219 |
Clearstead Advisors
Cleveland,
Ohio
| $65.5M | +$1.88M | 16 | 5.13% | Increased |
|
| 1220 |
Seeyond
Paris,
France
| $65.5M | +$24.9M | 14 | 6.33% | Increased |
|
| 1221 |
Middleton & Co
Boston,
Massachusetts
| $65.4M | -$1.55M | 6 | 9.69% | Reduced |
|
| 1222 |
Choate Investment Advisors
Boston,
Massachusetts
| $65.4M | +$1.28M | 7 | 3.95% | Increased |
|
| 1223 |
Parker Investment Management
Menlo Park,
California
| $65.4M | -$16.4M | 4 | 16.16% | Reduced |
|
| 1224 |
Penn Davis McFarland
Dallas,
Texas
| $65.3M | -$772K | 4 | 12.8% | Reduced |
|
| 1225 |
CPH
C Partners Holding
Zurich,
Switzerland
| $65.2M | +$9.03M | 2 | 12.79% | Increased |
|