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 | |
|---|---|---|---|---|---|---|---|
| 1501 |
Merriman Wealth Management
Seattle,
Washington
| $65.6M | +$885K | 7 | 5.38% | Increased |
|
| 1502 |
Harvey Capital Management
Palm Beach,
Florida
| $65.3M | -$1.44M | 6 | 20.17% | Reduced |
|
| 1503 |
Canyon Capital Advisors
Dallas,
Texas
| $65.1M | -$6.62M | 1 | 2.41% | Reduced |
|
| 1504 |
Payden & Rygel
Los Angeles,
California
| $65M | +$10M | 5 | 3.28% | Increased |
|
| 1505 |
Rothschild Capital Partners
New York
| $64.9M | -$2.6M | 4 | 22.76% | Reduced |
|
| 1506 |
Think Investments
San Francisco,
California
| $64.9M | +$9.11M | 4 | 18.42% | Increased |
|
| 1507 |
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $64.7M | +$20.9M | 5 | 12.62% | Increased |
|
| 1508 |
One Capital Management
Westlake Village,
California
| $64.7M | +$25.2M | 6 | 3.42% | Increased |
|
| 1509 |
Flagship Harbor Advisors
Boston,
Massachusetts
| $64.6M | +$1.16M | 13 | 6.23% | Increased |
|
| 1510 |
Cadinha & Co
Honolulu,
Hawaii
| $64.6M | -$325K | 4 | 9.3% | Reduced |
|
| 1511 |
Qtron Investments
Boston,
Massachusetts
| $64.6M | +$3.07M | 12 | 14.44% | Increased |
|
| 1512 |
Fosun International
Hong Kong,
China
| $64.5M | -$2.88M | 6 | 5.57% | Reduced |
|
| 1513 |
Matthew Goff Investment Advisor
Houston,
Texas
| $64.4M | -$664K | 6 | 15.12% | Reduced |
|
| 1514 |
Shikiar Asset Management
New York
| $64.4M | +$2.06M | 4 | 18.22% | Increased |
|
| 1515 |
Gratus Capital
Atlanta,
Georgia
| $64.2M | +$8.16M | 7 | 6.15% | Increased |
|
| 1516 |
Community Trust & Investment
Versailles,
Kentucky
| $64.2M | -$103M | 1 | 5.66% | Reduced |
|
| 1517 |
Griffin Asset Management
New York
| $64.1M | -$253K | 8 | 8.31% | Reduced |
|
| 1518 |
Oakworth Capital
Birmingham,
Alabama
| $64.1M | +$156K | 10 | 5.52% | Increased |
|
| 1519 |
Cyrus J. Lawrence
New York
| $63.9M | +$62M | 7 | 14.63% | New |
|
| 1520 |
Poplar Forest Capital
Pasadena,
California
| $63.9M | -$2.33M | 5 | 6.65% | Reduced |
|
| 1521 |
Thames Capital Management
Roseland,
New Jersey
| $63.8M | +$16.3M | 3 | 13.47% | Increased |
|
| 1522 |
Axxcess Wealth Management
Carlsbad,
California
| $63.8M | +$3.87M | 10 | 4.98% | Increased |
|
| 1523 |
Auxano Advisors
Bellevue,
Washington
| $63.5M | +$1.41M | 6 | 27.03% | Increased |
|
| 1524 |
Tompkins Financial
Ithaca,
New York
| $63.5M | +$9.31M | 10 | 8.95% | Increased |
|
| 1525 |
Selkirk Management
Chatham,
New Jersey
| $63.4M | $0 | 2 | 40.06% | Maintained |
|