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 |
TCOT
Trust Company of Toledo
Holland,
Ohio
| $78.4M | +$3.24M | 6 | 15.41% | Increased |
|
| 1327 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $78.3M | -$2.2M | 1 | 4.37% | Reduced |
|
| 1328 |
Pitcairn
Conshohocken,
Pennsylvania
| $78.3M | +$6.78M | 11 | 6.55% | Increased |
|
| 1329 |
DBG
De Burlo Group
Boston,
Massachusetts
| $78.2M | +$28.7M | 3 | 13.58% | Increased |
|
| 1330 |
Gladius Capital Management
Chicago,
Illinois
| $77.9M | +$77.7M | 9 | 3.25% | Increased |
|
| 1331 |
BloombergSen
Toronto,
Ontario, Canada
| $77.8M | -$2.57M | 1 | 5.3% | Reduced |
|
| 1332 |
VM
Venator Management
Pittsburgh,
Pennsylvania
| $77.6M | +$315K | 3 | 28.65% | Increased |
|
| 1333 |
BTWM
Baker Tilly Wealth Management
Madison,
Wisconsin
| $77.3M | -$44.3M | 11 | 12.74% | Reduced |
|
| 1334 |
Teewinot Capital Advisers
New York
| $77.2M | +$3.98M | 4 | 12.33% | Increased |
|
| 1335 |
Makena Capital Management
Menlo Park,
California
| $77M | -$63.2M | 4 | 16.48% | Reduced |
|
| 1336 |
GHP Investment Advisors
Denver,
Colorado
| $77M | +$224K | 18 | 4.68% | Increased |
|
| 1337 |
Girard Partners
King Of Prussia,
Pennsylvania
| $77M | -$4.78M | 6 | 8.68% | Reduced |
|
| 1338 |
Bornite Capital Management
New York
| $76.8M | +$5.77M | 3 | 23.18% | Increased |
|
| 1339 |
Mark Asset Management
New York
| $76.8M | -$1.92M | 4 | 13.89% | Reduced |
|
| 1340 |
Royce & Associates
New York
| $76.8M | +$11.3M | 3 | 0.78% | Increased |
|
| 1341 |
Telemus Capital
Southfield,
Michigan
| $76.8M | -$798K | 9 | 7.11% | Reduced |
|
| 1342 |
TruWealth Advisors
Metairie,
Louisiana
| $76.6M | -$4.09M | 4 | 6.59% | Reduced |
|
| 1343 |
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $76.5M | -$2.39M | 5 | 7.75% | Reduced |
|
| 1344 |
Van Cleef Asset Management
Beachwood,
Ohio
| $76.5M | +$212K | 4 | 12.04% | Increased |
|
| 1345 |
EVM
Evelyn V. Moreno
| $76.4M | +$4.06M | 6 | 16.64% | Increased |
|
| 1346 |
RM
Redpoint Management
Woodside,
California
| $76.3M | $0 | 1 | 15.71% | Maintained |
|
| 1347 |
Washington Trust Bank
Spokane,
Washington
| $76.3M | -$2.72M | 6 | 7.97% | Reduced |
|
| 1348 |
SAM
Scopus Asset Management
New York
| $76.3M | +$6.7M | 1 | 2.17% | Increased |
|
| 1349 |
ARS Investment Partners
New York
| $76.1M | -$708K | 6 | 9.43% | Reduced |
|
| 1350 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $76M | +$2.9M | 5 | 8.9% | Increased |
|