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 |
PFC
Poplar Forest Capital
Pasadena,
California
| $55.3M | -$12.8M | 4 | 6.35% | Reduced |
|
| 1327 |
James Investment Research
Alpha,
Ohio
| $55.2M | +$17.3M | 8 | 5.16% | Increased |
|
| 1328 |
KA
Kerrisdale Advisers
Miami,
Florida
| $55.2M | +$2.11M | 4 | 6.21% | Increased |
|
| 1329 |
Roundview Capital
Princeton,
New Jersey
| $55.2M | -$2.01M | 7 | 9.37% | Reduced |
|
| 1330 |
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $55.1M | +$6.98M | 9 | 5.45% | Increased |
|
| 1331 |
IP
Interval Partners
New York
| $55.1M | -$91.8M | 4 | 3.48% | Reduced |
|
| 1332 |
Oxbow Advisors
Austin,
Texas
| $55.1M | +$5.27M | 7 | 8.02% | Increased |
|
| 1333 |
Forte Capital
Rochester,
New York
| $54.9M | +$31.5M | 9 | 11.53% | Increased |
|
| 1334 |
ICP
Indus Capital Partners
New York
| $54.8M | -$31.7M | 1 | 8.97% | Reduced |
|
| 1335 |
UM
Ulysses Management
New York
| $54.8M | -$5.8M | 2 | 7.82% | Reduced |
|
| 1336 |
Canandaigua National Corp
Canandaigua,
New York
| $54.7M | +$50.2M | 8 | 10.05% | New |
|
| 1337 |
Whitney & Co
Rochester,
New York
| $54.7M | +$988K | 7 | 11.18% | Increased |
|
| 1338 |
EPC
Emerson Point Capital
Larchmont,
New York
| $54.6M | +$71.7K | 2 | 10.39% | Increased |
|
| 1339 |
United Services Automobile Association
San Antonio,
Texas
| $54.6M | -$125M | 4 | 1.15% | Reduced |
|
| 1340 |
Matrix Asset Advisors
White Plains,
New York
| $54.6M | -$794K | 4 | 10.46% | Reduced |
|
| 1341 |
Bank of Hawaii
Honolulu,
Hawaii
| $54.5M | -$16.5M | 7 | 4.15% | Reduced |
|
| 1342 |
SAM
SP Asset Management
Cupertino,
California
| $54.5M | +$1.39M | 8 | 11.42% | Increased |
|
| 1343 |
RI
Redwood Investments
Boston,
Massachusetts
| $54.4M | +$10.1M | 5 | 4.81% | Increased |
|
| 1344 |
Veritas Investment Management (UK)
London,
United Kingdom
| $54.4M | -$938K | 4 | 13.13% | Reduced |
|
| 1345 |
Linscomb Wealth
Houston,
Texas
| $54.4M | +$4.81M | 8 | 3.98% | Increased |
|
| 1346 |
SVA Wealth Management
Madison,
Wisconsin
| $54.3M | +$1.73M | 6 | 5.8% | Increased |
|
| 1347 |
AMG National Trust Bank
Greenwood Village,
Colorado
| $54.3M | +$32.7M | 7 | 2.4% | Increased |
|
| 1348 |
Washington Trust Bank
Spokane,
Washington
| $54.2M | -$2.72M | 7 | 8.62% | Reduced |
|
| 1349 |
Prospera Financial Services
Dallas,
Texas
| $54.2M | -$1.28M | 10 | 4.8% | Reduced |
|
| 1350 |
BBR Partners
New York
| $54.2M | -$7.28M | 7 | 6.84% | Reduced |
|