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 | |
|---|---|---|---|---|---|---|---|
| 1726 |
Ally Financial
Detroit,
Michigan
| $61.6M | -$15.4M | 4 | 8.32% | Reduced |
|
| 1727 |
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $61.6M | -$207K | 6 | 7.66% | Reduced |
|
| 1728 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| $61.5M | -$3.72M | 6 | 9.1% | Reduced |
|
| 1729 |
TimesSquare Capital Management
New York
| $61.5M | -$10.1M | 1 | 0.89% | Reduced |
|
| 1730 |
Lincoln Capital
Lincoln,
Nebraska
| $61.4M | -$188K | 6 | 13.66% | Reduced |
|
| 1731 |
Howe & Rusling
Rochester,
New York
| $61.4M | +$915K | 6 | 5.88% | Increased |
|
| 1732 |
Alley Investment Management Company
Lake Forest,
Illinois
| $61.4M | -$296K | 4 | 8.45% | Reduced |
|
| 1733 |
GA
GFS Advisors
Houston,
Texas
| $61.2M | -$54.2M | 4 | 10.14% | Reduced |
|
| 1734 |
Iconiq Capital
San Francisco,
California
| $61.2M | -$174M | 8 | 1.07% | Reduced |
|
| 1735 |
Summit Global Investments
Bountiful,
Utah
| $61M | -$35.2M | 8 | 4.54% | Reduced |
|
| 1736 |
Regal Investment Advisors
Kentwood,
Michigan
| $61M | +$1.11M | 6 | 4.17% | Increased |
|
| 1737 |
Covenant Asset Management
Chester,
New Jersey
| $60.9M | -$147K | 5 | 9.99% | Reduced |
|
| 1738 |
East Coast Asset Management
Essex,
Massachusetts
| $60.8M | +$49.1K | 5 | 22.16% | Increased |
|
| 1739 |
Phraction Management
Colchester,
Connecticut
| $60.7M | -$1.44M | 5 | 23.37% | Reduced |
|
| 1740 |
Slow Capital
Greenbrae,
California
| $60.5M | +$101K | 6 | 9.7% | Increased |
|
| 1741 |
LA
Lynch & Associates
Newburgh,
Indiana
| $60.5M | -$3.19M | 4 | 13.97% | Reduced |
|
| 1742 |
GM Advisory Group
Melville,
New York
| $60.3M | +$7.02M | 9 | 4.23% | Increased |
|
| 1743 |
Proficio Capital Partners
Newton,
Massachusetts
| $60.3M | -$3.55M | 7 | 6.64% | Reduced |
|
| 1744 |
BC
Belmont Capital
Los Angeles,
California
| $60.3M | +$36.2M | 9 | 16.46% | Increased |
|
| 1745 |
Bellecapital
Zurich,
Switzerland
| $60.3M | -$8.04M | 7 | 13.29% | Reduced |
|
| 1746 |
South Street Advisors
New York
| $60.2M | +$5.67M | 4 | 9.6% | Increased |
|
| 1747 |
Oxbow Advisors
Austin,
Texas
| $60.1M | -$1.69M | 6 | 8.25% | Reduced |
|
| 1748 |
Zimmer Partners
New York
| $60.1M | -$38.9M | 2 | 1.28% | Reduced |
|
| 1749 |
Community Bank
Dewitt,
New York
| $60M | -$1M | 8 | 7.88% | Reduced |
|
| 1750 |
Torray Investment Partners
Bethesda,
Maryland
| $60M | -$1.27M | 4 | 8.98% | Reduced |
|