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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $61.4M | +$21K | 6 | 15.87% | Increased |
|
| 1402 |
Griffin Asset Management
New York
| $61.3M | +$11.2K | 10 | 8.13% | Increased |
|
| 1403 |
Symmetry Partners
Glastonbury,
Connecticut
| $61.2M | -$6.56M | 9 | 4.75% | Reduced |
|
| 1404 |
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $61M | -$4.05M | 1 | 4.45% | Reduced |
|
| 1405 |
Blue Pool Management
Causeway Bay,
Hong Kong
| $60.9M | +$16.6M | 3 | 11.9% | Increased |
|
| 1406 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $60.9M | +$26.9M | 9 | 1.11% | Increased |
|
| 1407 |
Southeast Asset Advisors
Thomasville,
Georgia
| $60.9M | -$300K | 6 | 12.08% | Reduced |
|
| 1408 |
Bourne Lent Asset Management
Pawling,
New York
| $60.8M | +$2.73M | 4 | 20.04% | Increased |
|
| 1409 |
HAP Trading
New York
| $60.7M | -$48M | 9 | 1.75% | Reduced |
|
| 1410 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $60.7M | +$515K | 5 | 14.25% | Increased |
|
| 1411 |
Gratus Capital
Atlanta,
Georgia
| $60.7M | -$1.47M | 6 | 8.12% | Reduced |
|
| 1412 |
KFS
Kurt F. Somerville
| $60.5M | -$620K | 5 | 9.84% | Reduced |
|
| 1413 |
BTC Capital Management
Des Moines,
Iowa
| $60.5M | +$3.89M | 7 | 7.21% | Increased |
|
| 1414 |
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $60.3M | $0 | 7 | 15.48% | Maintained |
|
| 1415 |
Linscomb Wealth
Houston,
Texas
| $60.3M | -$716K | 7 | 3.6% | Reduced |
|
| 1416 |
CEI
Clark Estates Inc
New York
| $60.3M | -$10.5M | 6 | 8.51% | Reduced |
|
| 1417 |
CCM
CAAS Capital Management
New York
| $60.2M | -$53.5M | 6 | 0.57% | Reduced |
|
| 1418 |
Heritage Wealth Advisors
Richmond,
Virginia
| $60M | +$28.2M | 11 | 3.75% | Increased |
|
| 1419 |
Kovack Advisors
Ft. Lauderdale,
Florida
| $59.9M | +$4.58M | 13 | 8.62% | Increased |
|
| 1420 |
WMS Partners
Towson,
Maryland
| $59.9M | -$1.03M | 8 | 10.32% | Reduced |
|
| 1421 |
Howe & Rusling
Rochester,
New York
| $59.8M | -$5.98M | 12 | 9.1% | Reduced |
|
| 1422 |
Wintrust Investments
Chicago,
Illinois
| $59.8M | +$1.95M | 4 | 17% | Increased |
|
| 1423 |
Portolan Capital Management
Boston,
Massachusetts
| $59.7M | -$10M | 5 | 5.43% | Reduced |
|
| 1424 |
Park Avenue Securities
New York
| $59.7M | +$5.5M | 11 | 1.66% | Increased |
|
| 1425 |
AJO LP
Philadelphia,
Pennsylvania
| $59.7M | -$680M | 7 | 6.19% | Reduced |
|