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 |
Godsey & Gibb Inc
Richmond,
Virginia
| $112M | -$1.8M | 8 | 10.43% | Reduced |
|
| 1402 |
Blue Grotto Capital
Atlanta,
Georgia
| $111M | +$15.1M | 2 | 13.38% | Increased |
|
| 1403 |
Sora Investors
Bryn Mawr,
Pennsylvania
| $111M | +$16.9M | 5 | 9.99% | Increased |
|
| 1404 |
One Madison Group
New York
| $111M | -$5.35M | 3 | 11.66% | Reduced |
|
| 1405 |
Clear Harbor Asset Management
Stamford,
Connecticut
| $111M | -$455K | 8 | 8.29% | Reduced |
|
| 1406 |
CenterBook Partners
Greenwich,
Connecticut
| $110M | -$10M | 5 | 6.12% | Reduced |
|
| 1407 |
Flagship Harbor Advisors
Boston,
Massachusetts
| $110M | -$872K | 11 | 5.21% | Reduced |
|
| 1408 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $110M | -$65.5M | 7 | 4.84% | Reduced |
|
| 1409 |
AL
Arnhold LLC
New York
| $110M | -$315K | 10 | 10.01% | Reduced |
|
| 1410 |
Leavell Investment Management
Mobile,
Alabama
| $110M | +$2.18M | 7 | 4.92% | Increased |
|
| 1411 |
Meridiem Capital Partners
Dallas,
Texas
| $109M | -$21M | 4 | 7.72% | Reduced |
|
| 1412 |
Hikari Tsushin Inc
Tokyo,
Japan
| $109M | -$283K | 2 | 7.71% | Reduced |
|
| 1413 |
Belpointe Asset Management
Reno,
Nevada
| $109M | +$6.56M | 12 | 4.55% | Increased |
|
| 1414 |
Pitcairn
Conshohocken,
Pennsylvania
| $109M | -$13.1M | 11 | 7.13% | Reduced |
|
| 1415 |
Greenwood Gearhart
Fayetteville,
Arkansas
| $109M | -$1.52M | 7 | 6.79% | Reduced |
|
| 1416 |
De Burlo Group
Boston,
Massachusetts
| $109M | +$9.05M | 4 | 14.33% | Increased |
|
| 1417 |
Deltec Asset Management
New York
| $108M | -$1.79M | 7 | 19.3% | Reduced |
|
| 1418 |
Overbrook Management Corp
New York
| $108M | +$12.8M | 4 | 20.17% | Increased |
|
| 1419 |
Transcend Capital Advisors
Madison,
New Jersey
| $108M | -$12.4M | 11 | 8.35% | Reduced |
|
| 1420 |
Stillwater Capital Advisors
Devon,
Pennsylvania
| $108M | -$492K | 5 | 13.74% | Reduced |
|
| 1421 |
Quest Investment Management
Lake Oswego,
Oregon
| $108M | -$12.4M | 4 | 11.83% | Reduced |
|
| 1422 |
Spinnaker Trust
Portland,
Maine
| $108M | -$719K | 7 | 6.47% | Reduced |
|
| 1423 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $107M | +$760K | 15 | 3.58% | Increased |
|
| 1424 |
1ST Source Bank
South Bend,
Indiana
| $107M | -$293K | 7 | 5.92% | Reduced |
|
| 1425 |
Anderson Hoagland & Co
St Louis,
Missouri
| $107M | -$110K | 5 | 10.24% | Reduced |
|