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 | |
|---|---|---|---|---|---|---|---|
| 1326 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $45.4M | -$37.5M | 2 | 11.42% | Reduced |
|
| 1327 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $45.4M | +$776K | 6 | 4.73% | Increased |
|
| 1328 |
Harber Asset Management
Asheville,
North Carolina
| $45.3M | +$28.8M | 3 | 11.85% | Increased |
|
| 1329 |
Armistice Capital
New York
| $45.3M | +$36.2M | 2 | 2.8% | Increased |
|
| 1330 |
Blue Pool Management
Causeway Bay,
Hong Kong
| $45.2M | +$909K | 3 | 20.14% | Increased |
|
| 1331 |
Jeneq Management
New York
| $45.2M | -$1.89M | 5 | 21.26% | Reduced |
|
| 1332 |
Harvey Capital Management
Palm Beach,
Florida
| $45.2M | -$13.9M | 7 | 30.5% | Reduced |
|
| 1333 |
Webster Bank
Waterbury,
Connecticut
| $45.2M | -$7.45M | 11 | 7.51% | Reduced |
|
| 1334 |
Pitcairn
Conshohocken,
Pennsylvania
| $45.1M | -$2.08M | 9 | 5.34% | Reduced |
|
| 1335 |
Parkwood LLC
Cleveland,
Ohio
| $44.9M | -$931K | 6 | 9.13% | Reduced |
|
| 1336 |
Conning Inc
Hartford,
Connecticut
| $44.9M | -$46.1M | 9 | 1.91% | Reduced |
|
| 1337 |
Grimes & Company
Westborough,
Massachusetts
| $44.9M | -$8.92M | 5 | 4.1% | Reduced |
|
| 1338 |
MWM
Madison Wealth Management
Cincinnati,
Ohio
| $44.8M | +$996K | 6 | 17.97% | Increased |
|
| 1339 |
Ropes Wealth Advisors
Boston,
Massachusetts
| $44.8M | -$185K | 14 | 11.33% | Reduced |
|
| 1340 |
TCF National Bank
Sioux Falls,
South Dakota
| $44.6M | +$364K | 6 | 6.6% | Increased |
|
| 1341 |
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $44.6M | +$285K | 3 | 26.51% | Increased |
|
| 1342 |
Gradient Investments
Arden Hills,
Minnesota
| $44.5M | +$13.4M | 16 | 2.4% | Increased |
|
| 1343 |
Clare Market Investments
Dallas,
Texas
| $44.4M | +$3.61M | 4 | 37.63% | Increased |
|
| 1344 |
Summit Global Investments
Bountiful,
Utah
| $44.4M | +$36.6M | 4 | 6.47% | Increased |
|
| 1345 |
Matrix Asset Advisors
White Plains,
New York
| $44.2M | -$4.03M | 4 | 10.06% | Reduced |
|
| 1346 |
Callahan Advisors
Houston,
Texas
| $44.2M | -$1.75M | 4 | 9.28% | Reduced |
|
| 1347 |
YCG LLC
Austin,
Texas
| $44.2M | -$9.9M | 2 | 7.42% | Reduced |
|
| 1348 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| $44.1M | +$10.7M | 3 | 14.8% | Increased |
|
| 1349 |
Washington Trust Bank
Spokane,
Washington
| $44.1M | +$5.36M | 6 | 8.46% | Increased |
|
| 1350 |
Hartline Investment Corp
Winnetka,
Illinois
| $44.1M | -$7.6M | 5 | 11% | Reduced |
|