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 | |
|---|---|---|---|---|---|---|---|
| 1251 |
Meag Munich Ergo
Munich,
Germany
| $73.2M | -$9.9M | 6 | 16.81% | Reduced |
|
| 1252 |
Lee, Danner & Bass
Nashville,
Tennessee
| $73M | +$3.3M | 7 | 7.79% | Increased |
|
| 1253 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| $73M | +$839K | 6 | 12.99% | Increased |
|
| 1254 |
Abner Herrman & Brock
Jersey City,
New Jersey
| $72.9M | +$1.69M | 7 | 11.36% | Increased |
|
| 1255 |
Godsey & Gibb Inc
Richmond,
Virginia
| $72.9M | +$1.98M | 6 | 9.81% | Increased |
|
| 1256 |
IFP Advisors
Tampa,
Florida
| $72.9M | +$1.37M | 24 | 2.95% | Increased |
|
| 1257 |
JCM
JS Capital Management
New York
| $72.8M | +$8.41M | 3 | 3.48% | Increased |
|
| 1258 |
Kore Private Wealth
New York
| $72.8M | +$5.84M | 10 | 11.21% | Increased |
|
| 1259 |
Empyrean Capital Partners
Los Angeles,
California
| $72.8M | +$21.4M | 1 | 2.39% | Increased |
|
| 1260 |
Pacific Heights Asset Management
San Francisco,
California
| $72.8M | $0 | 1 | 7.2% | Maintained |
|
| 1261 |
Horiko Capital Management
New York
| $72.5M | +$1.06M | 4 | 37.33% | Increased |
|
| 1262 |
Rockland Trust
Hanover,
Massachusetts
| $72.5M | -$1.41M | 6 | 5.63% | Reduced |
|
| 1263 |
HLC
Hunt Lane Capital
New York
| $72.4M | +$43.6M | 2 | 12.36% | Increased |
|
| 1264 |
Whitney & Co
Rochester,
New York
| $72.4M | +$5.41M | 7 | 11.67% | Increased |
|
| 1265 |
Qtron Investments
Boston,
Massachusetts
| $72.3M | +$7.89M | 8 | 19.32% | Increased |
|
| 1266 |
Fiduciary Group
Savannah,
Georgia
| $72.2M | -$2.27M | 7 | 9.53% | Reduced |
|
| 1267 |
ALPS Advisors
Denver,
Colorado
| $72.2M | +$16.5M | 10 | 0.81% | Increased |
|
| 1268 |
SCI
S&CO Inc
Boston,
Massachusetts
| $72M | +$751K | 7 | 6.43% | Increased |
|
| 1269 |
Belpointe Asset Management
Reno,
Nevada
| $72M | +$12.4M | 15 | 6.46% | Increased |
|
| 1270 |
SeaCrest Wealth Management
Purchase,
New York
| $72M | +$210K | 9 | 10.12% | Increased |
|
| 1271 |
Focus Financial Network
Minneapolis,
Minnesota
| $71.9M | +$4.06M | 10 | 6.37% | Increased |
|
| 1272 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $71.8M | -$488K | 3 | 20.75% | Reduced |
|
| 1273 |
Crescent Park Management
East Palo Alto,
California
| $71.8M | -$9.8M | 2 | 10.48% | Reduced |
|
| 1274 |
Blue Chip Partners
Farmington Hills,
Michigan
| $71.8M | +$451K | 5 | 11.24% | Increased |
|
| 1275 |
Cartica Management
Washington,
District of Columbia
| $71.8M | +$30.9M | 2 | 19.74% | Increased |
|