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 | |
|---|---|---|---|---|---|---|---|
| 1476 |
DP
DSAM Partners
London,
United Kingdom
| $57.3M | -$35.9M | 2 | 10.63% | Reduced |
|
| 1477 |
WDA
Wendell David Associates
Portsmouth,
New Hampshire
| $57.2M | +$727K | 6 | 6.89% | Increased |
|
| 1478 |
CEI
Clark Estates Inc
New York
| $57.2M | -$8.8M | 5 | 7.31% | Reduced |
|
| 1479 |
Royce & Associates
New York
| $57.2M | -$19.8M | 2 | 0.38% | Reduced |
|
| 1480 |
Crosslink Capital
Menlo Park,
California
| $57.2M | +$6.18M | 1 | 10.32% | Increased |
|
| 1481 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| $56.9M | +$2.11M | 1 | 9.09% | Increased |
|
| 1482 |
Westwind Capital
Las Cruces,
New Mexico
| $56.8M | -$5.57M | 5 | 16.44% | Reduced |
|
| 1483 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $56.8M | +$3.52M | 10 | 5.47% | Increased |
|
| 1484 |
Integrated Advisors Network
Dallas,
Texas
| $56.8M | +$9.7M | 9 | 5.19% | Increased |
|
| 1485 |
Spinnaker Trust
Portland,
Maine
| $56.7M | +$563K | 7 | 4.25% | Increased |
|
| 1486 |
Bender Robert & Associates
Pasadena,
California
| $56.6M | +$68K | 6 | 18.23% | Increased |
|
| 1487 |
Brookfield Corp
Toronto,
Ontario, Canada
| $56.6M | +$14.2M | 8 | 0.27% | Increased |
|
| 1488 |
Nelson Capital Management
Menlo Park,
California
| $56.5M | -$3.5M | 6 | 12.1% | Reduced |
|
| 1489 |
Oribel Capital Management
New York
| $56.5M | -$64.6M | 5 | 3.85% | Reduced |
|
| 1490 |
Flagship Harbor Advisors
Boston,
Massachusetts
| $56.5M | +$2.11M | 14 | 6.41% | Increased |
|
| 1491 |
Bell Asset Management
Melbourne,
Australia
| $56.4M | +$4.05M | 3 | 12.11% | Increased |
|
| 1492 |
BBR Partners
New York
| $56.4M | +$347K | 9 | 4.63% | Increased |
|
| 1493 |
L & S Advisors
Los Angeles,
California
| $56.3M | -$3.43M | 6 | 6.4% | Reduced |
|
| 1494 |
Blue Fin Capital
Warren,
Rhode Island
| $56.3M | +$1.06M | 6 | 19.3% | Increased |
|
| 1495 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $56M | +$1.89M | 4 | 1.02% | Increased |
|
| 1496 |
IQ EQ Fund Management
Dublin 2,
Ireland
| $55.9M | -$2.04M | 9 | 9.83% | Reduced |
|
| 1497 |
ProVise Management Group
Clearwater,
Florida
| $55.8M | +$28.4K | 7 | 6.02% | Increased |
|
| 1498 |
Progressive Investment Management
Lake Oswego,
Oregon
| $55.7M | +$927K | 5 | 19.63% | Increased |
|
| 1499 |
Seeyond
Paris,
France
| $55.7M | -$10.9M | 15 | 5.59% | Reduced |
|
| 1500 |
HCM
Harspring Capital Management
New York
| $55.7M | +$17M | 2 | 9.71% | Increased |
|