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 | |
|---|---|---|---|---|---|---|---|
| 1651 |
AO
Allen Operations
New York
| $101M | $0 | 4 | 12.67% | Maintained |
|
| 1652 |
MKP Capital Management
New York
| $101M | -$377M | 2 | 3.61% | Reduced |
|
| 1653 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| $101M | -$8.11M | 7 | 6.36% | Reduced |
|
| 1654 |
Edge Wealth Management
New York
| $101M | -$1.6M | 4 | 17.86% | Reduced |
|
| 1655 |
Howe & Rusling
Rochester,
New York
| $101M | +$1.88M | 7 | 6.69% | Increased |
|
| 1656 |
71 West Capital Partners
Boston,
Massachusetts
| $101M | +$98.5M | 8 | 4.65% | New |
|
| 1657 |
Griffin Asset Management
New York
| $101M | +$5.08M | 6 | 10.92% | Increased |
|
| 1658 |
Altrafin AG
Zurich,
| $101M | -$3.58M | 4 | 31.95% | Reduced |
|
| 1659 |
Hills Bank & Trust
North Liberty,
Iowa
| $101M | -$307K | 7 | 5.85% | Reduced |
|
| 1660 |
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $100M | +$8.21M | 3 | 17.17% | Increased |
|
| 1661 |
Kadensa Capital
Central,
Hong Kong
| $100M | +$10.4M | 3 | 10.4% | Increased |
|
| 1662 |
Wallington Asset Management
Indianapolis,
Indiana
| $100M | -$52.1K | 5 | 12.68% | Reduced |
|
| 1663 |
GLOBALT Investments
Atlanta,
Georgia
| $100M | +$5.6M | 8 | 3.65% | Increased |
|
| 1664 |
MIG Capital
Newport Beach,
California
| $100M | -$4.72M | 6 | 16.93% | Reduced |
|
| 1665 |
Cypress Capital Group
Palm Beach,
Florida
| $100M | +$7.46M | 7 | 11.17% | Increased |
|
| 1666 |
Hudson Valley Investment Advisors
Goshen,
New York
| $100M | -$15.4M | 6 | 11.02% | Reduced |
|
| 1667 |
Cadinha & Co
Honolulu,
Hawaii
| $99.3M | -$5.47M | 5 | 15.33% | Reduced |
|
| 1668 |
Private Trust Company
Cleveland,
Ohio
| $98.8M | -$2.31M | 23 | 8.66% | Reduced |
|
| 1669 |
Stokes Family Office
New Orleans,
Louisiana
| $98.8M | +$10M | 6 | 9.03% | Increased |
|
| 1670 |
Trifecta Capital Advisors
Northbrook,
Illinois
| $98.7M | +$1.2M | 8 | 14.6% | Increased |
|
| 1671 |
DigitalBridge Group
Boca Raton,
Florida
| $98.6M | +$11.2M | 2 | 7.52% | Increased |
|
| 1672 |
Westwind Capital
Las Cruces,
New Mexico
| $98.5M | -$2.73M | 4 | 20.12% | Reduced |
|
| 1673 |
Marietta Wealth Management
Marietta,
Georgia
| $98.3M | +$21.6M | 6 | 11.36% | Increased |
|
| 1674 |
Longbow Finance
Lutry,
Switzerland
| $98.3M | -$72.7M | 4 | 16.64% | Reduced |
|
| 1675 |
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $98.2M | +$1.81M | 5 | 8.55% | Increased |
|