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 |
Schnieders Capital Management
Pasadena,
California
| $124M | +$465K | 6 | 25.11% | Increased |
|
| 1227 |
Vantage Investment Partners
Kansas City,
Missouri
| $124M | -$3.23M | 4 | 11.27% | Reduced |
|
| 1228 |
Pitcairn
Conshohocken,
Pennsylvania
| $124M | +$5.81M | 11 | 7.54% | Increased |
|
| 1229 |
TCOT
Trust Company of Toledo
Holland,
Ohio
| $124M | +$5.47M | 6 | 17.87% | Increased |
|
| 1230 |
Whitney & Co
Rochester,
New York
| $123M | -$1.5M | 7 | 14.14% | Reduced |
|
| 1231 |
Churchill Management
Los Angeles,
California
| $123M | +$4.71M | 7 | 1.45% | Increased |
|
| 1232 |
Twin Capital Management
Mcmurray,
Pennsylvania
| $123M | +$2.55M | 10 | 14.45% | Increased |
|
| 1233 |
Bell Asset Management
Melbourne,
Australia
| $122M | -$5M | 4 | 17.12% | Reduced |
|
| 1234 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $122M | -$1.64M | 5 | 9.75% | Reduced |
|
| 1235 |
Engineers Gate Manager
New York
| $122M | +$52.4M | 25 | 2.75% | Increased |
|
| 1236 |
Ninety One
Cape Town,
South Africa
| $122M | -$46.6M | 3 | 18.85% | Reduced |
|
| 1237 |
Horiko Capital Management
New York
| $122M | +$2.35M | 4 | 34.57% | Increased |
|
| 1238 |
TM
Tikvah Management
Charlotte,
North Carolina
| $121M | $0 | 3 | 39.59% | Maintained |
|
| 1239 |
MGO One Seven
Beachwood,
Ohio
| $121M | +$7.59M | 12 | 5.75% | Increased |
|
| 1240 |
Lyell Wealth Management
Menlo Park,
California
| $121M | +$5.41M | 10 | 11.58% | Increased |
|
| 1241 |
Transform Wealth
Greenwood Village,
Colorado
| $121M | +$1.53M | 6 | 9.08% | Increased |
|
| 1242 |
LMR Partners
London,
United Kingdom
| $121M | -$106M | 9 | 1.02% | Reduced |
|
| 1243 |
Ledyard National Bank
| $121M | -$2.01M | 6 | 11.74% | Reduced |
|
| 1244 |
Peninsula Wealth
San Francisco,
California
| $121M | -$2.35M | 7 | 22.56% | Reduced |
|
| 1245 |
Baxter Bros Inc
Riverside,
Connecticut
| $121M | -$3.86M | 6 | 15.79% | Reduced |
|
| 1246 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| $120M | +$163K | 6 | 16.22% | Increased |
|
| 1247 |
Steginsky Capital
Port Washington,
New York
| $120M | -$535K | 2 | 27.56% | Reduced |
|
| 1248 |
MIC
Maxi Investments CY
Limassol,
Cyprus
| $120M | +$38.9M | 11 | 26.94% | Increased |
|
| 1249 |
Moran Wealth Management
Naples,
Florida
| $120M | -$314K | 6 | 3.94% | Reduced |
|
| 1250 |
Jacobs & Co
San Francisco,
California
| $120M | -$1.61M | 6 | 12.55% | Reduced |
|