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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
PC
PM Capital
Sydney,
Australia
| $30.3M | $0 | 1 | 5.85% | Maintained |
|
| 1277 |
Wedbush Securities
Los Angeles,
California
| $30.2M | +$1.12M | 9 | 3.93% | Increased |
|
| 1278 |
J.M. Forbes & Co
Boston,
Massachusetts
| $30M | -$374K | 5 | 7.49% | Reduced |
|
| 1279 |
CCM
Concourse Capital Management
Atlanta,
Georgia
| $29.9M | +$1.07M | 3 | 14.54% | Increased |
|
| 1280 |
CCM
Catawba Capital Management
Roanoke,
Virginia
| $29.9M | +$412K | 6 | 6.75% | Increased |
|
| 1281 |
Howe & Rusling
Rochester,
New York
| $29.8M | +$3.61M | 11 | 5.52% | Increased |
|
| 1282 |
CF
Cypress Funds
Los Angeles,
California
| $29.8M | +$4.91M | 1 | 6.1% | Increased |
|
| 1283 |
CF
CNA Financial
Chicago,
Illinois
| $29.8M | +$3.17M | 5 | 7.5% | Increased |
|
| 1284 |
CW
Cobiz Wealth
Denver,
Colorado
| $29.7M | +$424K | 6 | 6.52% | Increased |
|
| 1285 |
Central Securities
New York
| $29.7M | $0 | 3 | 5.08% | Maintained |
|
| 1286 |
Foster & Motley
Cincinnati,
Ohio
| $29.7M | -$1.88M | 3 | 5.11% | Reduced |
|
| 1287 |
PWM
Patriot Wealth Management
Houston,
Texas
| $29.7M | -$1.54M | 4 | 4.81% | Reduced |
|
| 1288 |
CCT
Chemung Canal Trust
Elmira,
New York
| $29.6M | -$2.78M | 5 | 6.75% | Reduced |
|
| 1289 |
DSI
Daiwa SB Investments
Tokyo,
Japan
| $29.6M | -$2.39M | 8 | 8.2% | Reduced |
|
| 1290 |
Bank of the West
Monterey Park,
California
| $29.6M | -$127K | 7 | 3.73% | Reduced |
|
| 1291 |
Empyrean Capital Partners
Los Angeles,
California
| $29.4M | -$12.3M | 1 | 1.13% | Reduced |
|
| 1292 |
Pitcairn
Conshohocken,
Pennsylvania
| $29.4M | +$1.79M | 10 | 3.33% | Increased |
|
| 1293 |
Denali Advisors
San Diego,
California
| $29.3M | -$7.7M | 3 | 4.85% | Reduced |
|
| 1294 |
Bristlecone Advisors
Bellevue,
Washington
| $29.3M | +$966K | 6 | 9.52% | Increased |
|
| 1295 |
Maple Capital Management
Montpelier,
Vermont
| $29.3M | +$232K | 5 | 7.87% | Increased |
|
| 1296 |
Altrinsic Global Advisors
Stamford,
Connecticut
| $29.3M | -$3.53M | 2 | 1.11% | Reduced |
|
| 1297 |
Zuckerman Investment Group
Chicago,
Illinois
| $29.2M | -$566 | 2 | 7.18% | Reduced |
|
| 1298 |
Giverny Capital
Montreal,
Quebec, Canada
| $29.2M | +$1.45M | 2 | 4.27% | Increased |
|
| 1299 |
SeaBridge Investment Advisors
Summit,
New Jersey
| $29.2M | +$1.17M | 5 | 6.83% | Increased |
|
| 1300 |
Sabal Trust
St. Petersburg,
Florida
| $29.2M | -$1.76M | 3 | 2.92% | Reduced |
|