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 | |
|---|---|---|---|---|---|---|---|
| 1676 |
Tenere Capital
New York
| $51.9M | +$16.6M | 5 | 19.98% | Increased |
|
| 1677 |
Randolph Company
Cincinnati,
Ohio
| $51.9M | -$376K | 3 | 8.32% | Reduced |
|
| 1678 |
Oxbow Advisors
Austin,
Texas
| $51.9M | -$1.9M | 6 | 8.17% | Reduced |
|
| 1679 |
Zuckerman Investment Group
Chicago,
Illinois
| $51.8M | +$230K | 6 | 7.41% | Increased |
|
| 1680 |
AIS
AM Investment Strategies
Chattanooga,
Tennessee
| $51.7M | +$255K | 7 | 16.8% | Increased |
|
| 1681 |
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $51.7M | -$438K | 7 | 9.88% | Reduced |
|
| 1682 |
Engineers Gate Manager
New York
| $51.6M | +$4.34M | 22 | 1.91% | Increased |
|
| 1683 |
Vision Capital Management
Portland,
Oregon
| $51.6M | -$2.31M | 3 | 9.5% | Reduced |
|
| 1684 |
Intrust Bank
Wichita,
Kansas
| $51.6M | -$411K | 6 | 6.58% | Reduced |
|
| 1685 |
WA
Wealth Advisors
Rancho Santa Fe,
California
| $51.6M | -$532K | 5 | 23.09% | Reduced |
|
| 1686 |
Jump Financial
Chicago,
Illinois
| $51.5M | +$28.3M | 18 | 1.9% | Increased |
|
| 1687 |
11 Capital Partners
Darien,
Connecticut
| $51.4M | +$19.6M | 3 | 23.92% | Increased |
|
| 1688 |
HughesLittle Investment Management
Vancouver,
| $51.4M | -$203K | 2 | 15.58% | Reduced |
|
| 1689 |
Edge Capital Group
Atlanta,
Georgia
| $51.4M | -$10.2M | 8 | 3.33% | Reduced |
|
| 1690 |
Slow Capital
Greenbrae,
California
| $51.4M | -$439K | 7 | 9.43% | Reduced |
|
| 1691 |
Fulcrum Capital
Seattle,
Washington
| $51.3M | -$1.02M | 4 | 14.9% | Reduced |
|
| 1692 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| $51.3M | -$480K | 5 | 9.18% | Reduced |
|
| 1693 |
Arrow Financial
Glens Falls,
New York
| $51.1M | -$2.17M | 10 | 5.99% | Reduced |
|
| 1694 |
Telos Capital Management
San Diego,
California
| $51.1M | -$1.75M | 6 | 7.1% | Reduced |
|
| 1695 |
CastleKnight Management
New York
| $51.1M | +$22.1M | 11 | 3.35% | Increased |
|
| 1696 |
Mount Yale Investment Advisors
Denver,
Colorado
| $51.1M | +$129K | 8 | 5.55% | Increased |
|
| 1697 |
PTB
Pioneer Trust Bank
Salem,
Oregon
| $51.1M | -$5.91M | 6 | 16.94% | Reduced |
|
| 1698 |
Mengis Capital Management
Portland,
Oregon
| $51M | -$660K | 6 | 10.59% | Reduced |
|
| 1699 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $50.9M | -$34.6M | 1 | 3.2% | Reduced |
|
| 1700 |
Cozad Asset Management
Champaign,
Illinois
| $50.8M | -$13K | 7 | 6.6% | Reduced |
|