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 |
Integrated Advisors Network
Dallas,
Texas
| $62.4M | +$551K | 10 | 4.02% | Increased |
|
| 1252 |
Ruffer LLP
London,
United Kingdom
| $62.3M | +$24.8M | 3 | 4.18% | Increased |
|
| 1253 |
Sumitomo Life Insurance
Tokyo,
Japan
| $62.2M | -$1.11M | 6 | 4.59% | Reduced |
|
| 1254 |
TM
Tikvah Management
Charlotte,
North Carolina
| $62.2M | -$2.27M | 3 | 29.71% | Reduced |
|
| 1255 |
Point72 Hong Kong
Hong Kong
| $62.2M | -$2.8M | 1 | 20.41% | Reduced |
|
| 1256 |
Lakewood Capital Management
New York
| $62.1M | +$694K | 1 | 5.53% | Increased |
|
| 1257 |
Cullen Capital Management
New York
| $62M | -$21.2M | 4 | 0.8% | Reduced |
|
| 1258 |
Linscomb Wealth
Houston,
Texas
| $61.9M | +$1.66M | 6 | 3.14% | Increased |
|
| 1259 |
First Hawaiian Bank
Honolulu,
Hawaii
| $61.9M | -$2.79M | 10 | 2.23% | Reduced |
|
| 1260 |
FRG Family Wealth Advisors
Bellevue,
Washington
| $61.9M | -$863K | 5 | 14.75% | Reduced |
|
| 1261 |
Parallax Volatility Advisers
San Francisco,
California
| $61.8M | -$10M | 15 | 0.1% | Reduced |
|
| 1262 |
RIA
RPG Investment Advisory
Pleasanton,
California
| $61.7M | +$338K | 6 | 11.91% | Increased |
|
| 1263 |
Prelude Capital Management
New York
| $61.7M | -$7.56M | 16 | 3.21% | Reduced |
|
| 1264 |
Weatherly Asset Management
Del Mar,
California
| $61.5M | -$1.1M | 6 | 8.39% | Reduced |
|
| 1265 |
JCI
Jet Capital Investors
New York
| $61.4M | +$11.5M | 1 | 23.3% | Increased |
|
| 1266 |
Akaris Global Partners
New York
| $61.3M | +$20.2M | 3 | 21.15% | Increased |
|
| 1267 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $61.3M | +$12.7M | 8 | 2.32% | Increased |
|
| 1268 |
BPIH
Broad Peak Investment Holdings
Singapore
| $61.2M | -$8.97M | 1 | 5.97% | Reduced |
|
| 1269 |
Credential Qtrade Securities
Vancouver,
| $61.1M | -$670K | 7 | 4.38% | Reduced |
|
| 1270 |
Fiduciary Group
Savannah,
Georgia
| $61M | -$1.87M | 6 | 8.13% | Reduced |
|
| 1271 |
Ritholtz Wealth Management
New York
| $60.9M | -$13.6M | 10 | 3.4% | Reduced |
|
| 1272 |
Horizon Investments
Charlotte,
North Carolina
| $60.8M | +$7.58M | 9 | 1.71% | Increased |
|
| 1273 |
LVM Capital Management
Portage,
Michigan
| $60.8M | +$1.77M | 6 | 8.81% | Increased |
|
| 1274 |
CapWealth Advisors
Franklin,
Tennessee
| $60.8M | +$185K | 3 | 7.14% | Increased |
|
| 1275 |
Avalon Capital Management
Port Of Redwood City,
California
| $60.7M | +$3.71M | 5 | 30.58% | Increased |
|