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 | |
|---|---|---|---|---|---|---|---|
| 1601 |
Zimmer Partners
New York
| $75.4M | +$3.15M | 2 | 1.39% | Increased |
|
| 1602 |
Harbor Capital Advisors
Chicago,
Illinois
| $75.3M | +$571K | 13 | 5.74% | Increased |
|
| 1603 |
PTB
Pioneer Trust Bank
Salem,
Oregon
| $75.3M | -$356K | 6 | 20.33% | Reduced |
|
| 1604 |
Harbour Investments
Madison,
Wisconsin
| $75.3M | +$1.29M | 28 | 2.54% | Increased |
|
| 1605 |
Blackstone Inc
New York
| $75.2M | +$5.36M | 2 | 0.31% | Increased |
|
| 1606 |
Clearline Capital
New York
| $75.2M | -$5.4M | 4 | 2.08% | Reduced |
|
| 1607 |
Accredited Investors
Edina,
Minnesota
| $75.2M | -$99.3K | 7 | 4.69% | Reduced |
|
| 1608 |
Crosslink Capital
Menlo Park,
California
| $75.1M | +$18.3M | 1 | 10.49% | Increased |
|
| 1609 |
Cantor Fitzgerald
New York
| $75.1M | +$7.8M | 6 | 14.79% | Increased |
|
| 1610 |
First Nebraska Trust
Lincoln,
Nebraska
| $75.1M | +$1.07M | 7 | 7.74% | Increased |
|
| 1611 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| $75M | +$636K | 5 | 10.76% | Increased |
|
| 1612 |
Sepio Capital
Salt Lake City,
Utah
| $74.9M | -$5.09M | 9 | 6.87% | Reduced |
|
| 1613 |
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $74.8M | -$75.8K | 6 | 13.67% | Reduced |
|
| 1614 |
Junto Capital Management
New York
| $74.8M | -$144M | 2 | 1.53% | Reduced |
|
| 1615 |
Griffin Asset Management
New York
| $74.8M | -$662 | 6 | 8.67% | Reduced |
|
| 1616 |
Bensler
Bellevue,
Washington
| $74.8M | +$1.05M | 5 | 10.06% | Increased |
|
| 1617 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $74.8M | +$10.5M | 5 | 4.16% | Increased |
|
| 1618 |
NBC Securities
Birmingham,
Alabama
| $74.7M | +$3.1M | 17 | 6.8% | Increased |
|
| 1619 |
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $74.7M | -$977K | 5 | 8.94% | Reduced |
|
| 1620 |
Cypress Capital Group
Palm Beach,
Florida
| $74.7M | +$1.46M | 9 | 8.95% | Increased |
|
| 1621 |
Willis Investment Counsel
Gainesville,
Georgia
| $74.7M | +$5.77M | 4 | 5.17% | Increased |
|
| 1622 |
Legacy Private Trust
Neenah,
Wisconsin
| $74.6M | +$8.51K | 5 | 5.3% | Increased |
|
| 1623 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $74.3M | -$1.76M | 8 | 1.85% | Reduced |
|
| 1624 |
CFM Wealth Partners
Austin,
Texas
| $74.1M | -$2.1M | 5 | 13.62% | Reduced |
|
| 1625 |
Ivy Lane Capital Management
Winter Park,
Florida
| $74M | $0 | 2 | 43% | Maintained |
|