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 | |
|---|---|---|---|---|---|---|---|
| 1701 |
SageView Advisory Group
Newport Beach,
California
| $56.5M | +$17.2M | 9 | 2.43% | Increased |
|
| 1702 |
Arrow Financial
Glens Falls,
New York
| $56.4M | -$1.52M | 9 | 5.86% | Reduced |
|
| 1703 |
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $56.4M | -$995K | 6 | 5.77% | Reduced |
|
| 1704 |
Harbour Investments
Madison,
Wisconsin
| $56.2M | +$2.31M | 27 | 2.33% | Increased |
|
| 1705 |
Selkirk Management
Chatham,
New Jersey
| $56.2M | -$4.41M | 3 | 38.01% | Reduced |
|
| 1706 |
World Equity Group
Schaumburg,
Illinois
| $56.1M | +$848K | 7 | 11.25% | Increased |
|
| 1707 |
Slow Capital
Greenbrae,
California
| $56.1M | -$2.92M | 6 | 9.75% | Reduced |
|
| 1708 |
CenterBook Partners
Greenwich,
Connecticut
| $55.9M | -$8.3M | 9 | 6.82% | Reduced |
|
| 1709 |
BBR Partners
New York
| $55.9M | -$1.87M | 7 | 5.71% | Reduced |
|
| 1710 |
Oxbow Advisors
Austin,
Texas
| $55.8M | -$3.23M | 7 | 8.47% | Reduced |
|
| 1711 |
Venturi Wealth Management
Austin,
Texas
| $55.8M | +$544K | 21 | 3.95% | Increased |
|
| 1712 |
NTIC
Napean Trading & Investment Company
Singapore
| $55.8M | +$52.5M | 4 | 15.07% | New |
|
| 1713 |
NBC Securities
Birmingham,
Alabama
| $55.7M | -$1.39M | 20 | 5.62% | Reduced |
|
| 1714 |
Y.D. More Investments
Ramat Gan,
Israel
| $55.5M | -$1.04M | 11 | 10.67% | Reduced |
|
| 1715 |
Manchester Capital Management
Manchester,
Vermont
| $55.4M | +$637K | 19 | 7.43% | Increased |
|
| 1716 |
M Holdings Securities
Portland,
Oregon
| $55.2M | +$23.7M | 6 | 6.24% | Increased |
|
| 1717 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $55.2M | -$202K | 7 | 1.54% | Reduced |
|
| 1718 |
NKCFO LLC
Geneva,
Illinois
| $55.2M | -$83.3K | 5 | 29.9% | Reduced |
|
| 1719 |
Fulcrum Capital
Seattle,
Washington
| $55.2M | -$3.86M | 4 | 14.27% | Reduced |
|
| 1720 |
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $55.2M | -$14.1M | 6 | 2.5% | Reduced |
|
| 1721 |
11 Capital Partners
Darien,
Connecticut
| $55.2M | -$3.87M | 3 | 18.85% | Reduced |
|
| 1722 |
Phraction Management
Colchester,
Connecticut
| $55.1M | +$192K | 5 | 22.79% | Increased |
|
| 1723 |
Lincoln Capital
Lincoln,
Nebraska
| $55.1M | -$234K | 6 | 13.44% | Reduced |
|
| 1724 |
East Coast Asset Management
Essex,
Massachusetts
| $55.1M | -$2.38M | 5 | 22.51% | Reduced |
|
| 1725 |
Rice Partnership
Honolulu,
Hawaii
| $55M | +$3.74M | 5 | 14.35% | Increased |
|