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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
IP
Intellectus Partners
San Francisco,
California
| $39.1M | +$7.76M | 15 | 14.61% | Increased |
|
| 1227 |
TH
Timber Hill
Greenwich,
Connecticut
| $39.1M | +$37.4M | 5 | 2.52% | Increased |
|
| 1228 |
IP
Interval Partners
New York
| $39M | -$20.8M | 2 | 1.63% | Reduced |
|
| 1229 |
CDH
Charles D. Hyman
| $38.8M | +$962K | 6 | 4.46% | Increased |
|
| 1230 |
SCM
Sandler Capital Management
New York
| $38.8M | +$17.1M | 7 | 5.46% | Increased |
|
| 1231 |
Zuckerman Investment Group
Chicago,
Illinois
| $38.7M | +$6.19M | 2 | 9.71% | Increased |
|
| 1232 |
Callahan Advisors
Houston,
Texas
| $38.7M | -$143K | 5 | 7.69% | Reduced |
|
| 1233 |
Cetera Advisors
Denver,
Colorado
| $38.6M | +$3.38M | 9 | 2.36% | Increased |
|
| 1234 |
Arrow Financial
Glens Falls,
New York
| $38.6M | -$3.38M | 8 | 8.93% | Reduced |
|
| 1235 |
Webster Bank
Waterbury,
Connecticut
| $38.6M | -$148K | 9 | 5.31% | Reduced |
|
| 1236 |
AC
Asturias Capital
New York
| $38.5M | -$42.9M | 1 | 7.79% | Reduced |
|
| 1237 |
Quadrature Capital
London,
United Kingdom
| $38.5M | +$12.7M | 8 | 3.41% | Increased |
|
| 1238 |
PWM
Patriot Wealth Management
Houston,
Texas
| $38.4M | +$4.78M | 4 | 5.44% | Increased |
|
| 1239 |
Atria Investments
Charlotte,
North Carolina
| $38.3M | +$3.77M | 10 | 1.9% | Increased |
|
| 1240 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $38.2M | +$7M | 9 | 5.13% | Increased |
|
| 1241 |
Southeast Asset Advisors
Thomasville,
Georgia
| $38.1M | +$21.9K | 3 | 11.54% | Increased |
|
| 1242 |
CGL
Clarius Group LLC
Seattle,
Washington
| $38.1M | -$3.87M | 5 | 17% | Reduced |
|
| 1243 |
JC
JBF Capital
Aspen,
Colorado
| $38M | +$2.2M | 3 | 4.78% | Increased |
|
| 1244 |
Highstreet Asset Management
London,
Ontario, Canada
| $38M | +$13M | 7 | 2.25% | Increased |
|
| 1245 |
Welch Group
Birmingham,
Alabama
| $38M | +$387K | 5 | 5.9% | Increased |
|
| 1246 |
Wellington Shields Capital Management
New York
| $38M | -$289K | 7 | 5.9% | Reduced |
|
| 1247 |
Seven Eight Capital
New York
| $38M | +$17.3M | 8 | 3.88% | Increased |
|
| 1248 |
CC
Carbonado Capital
New York
| $38M | -$16.5M | 1 | 8.43% | Reduced |
|
| 1249 |
AAC
Asset Advisors Corp
Augusta,
Georgia
| $38M | +$653K | 5 | 6.21% | Increased |
|
| 1250 |
Washington Trust Bank
Spokane,
Washington
| $37.9M | +$811K | 10 | 5.55% | Increased |
|