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 | |
|---|---|---|---|---|---|---|---|
| 1751 |
Farmers & Merchants Trust Company
Long Beach,
California
| $53.5M | +$1.39M | 6 | 14.13% | Increased |
|
| 1752 |
Tremblant Capital Group
West Palm Beach,
Florida
| $53.5M | -$392K | 3 | 6.04% | Reduced |
|
| 1753 |
Howe & Rusling
Rochester,
New York
| $53.4M | +$1.06M | 6 | 5.66% | Increased |
|
| 1754 |
CBT
Central Bank & Trust
Lexington,
Kentucky
| $53.4M | +$535K | 9 | 8.27% | Increased |
|
| 1755 |
RBF Capital
San Francisco,
California
| $53.4M | -$13.6M | 11 | 3.23% | Reduced |
|
| 1756 |
MGM
Miura Global Management
New York
| $53.3M | +$11.5M | 3 | 29.82% | Increased |
|
| 1757 |
Concourse Financial Group Securities
Birmingham,
Alabama
| $53.3M | +$554K | 20 | 3.81% | Increased |
|
| 1758 |
Symmetry Partners
Glastonbury,
Connecticut
| $53.2M | +$9.7M | 11 | 2.87% | Increased |
|
| 1759 |
Carlson Capital
Dallas,
Texas
| $53.2M | +$9.9M | 3 | 4.26% | Increased |
|
| 1760 |
SWS
SYSTM Wealth Solutions
Chicago,
Illinois
| $53.2M | -$1.93M | 16 | 7.36% | Reduced |
|
| 1761 |
Csenge Advisory Group
Clearwater,
Florida
| $53.1M | +$2.42M | 9 | 3.31% | Increased |
|
| 1762 |
Ardmore Road Asset Management
New York
| $53M | -$2.2M | 2 | 12.06% | Reduced |
|
| 1763 |
Shikiar Asset Management
New York
| $53M | -$913K | 4 | 16.42% | Reduced |
|
| 1764 |
Regal Investment Advisors
Kentwood,
Michigan
| $53M | +$929K | 6 | 4.01% | Increased |
|
| 1765 |
Ashburton (Jersey)
St Helier,
Jersey
| $52.8M | -$2.35M | 5 | 26.39% | Reduced |
|
| 1766 |
Dillon & Associates
Jackson,
Michigan
| $52.8M | -$1.33M | 4 | 9.57% | Reduced |
|
| 1767 |
No Street GP LP
San Francisco,
California
| $52.7M | +$9.04M | 1 | 5.26% | Increased |
|
| 1768 |
Brasada Capital Management
Houston,
Texas
| $52.7M | +$11.1M | 4 | 10.17% | Increased |
|
| 1769 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $52.6M | -$30.9M | 5 | 1.67% | Reduced |
|
| 1770 |
Quantum Private Wealth
Tampa,
Florida
| $52.5M | +$1.2M | 10 | 21.96% | Increased |
|
| 1771 |
Oakworth Capital
Birmingham,
Alabama
| $52.4M | -$715K | 10 | 4.2% | Reduced |
|
| 1772 |
PS
Pennant Select
Summit,
New Jersey
| $52.3M | +$49.5M | 3 | 49.66% | New |
|
| 1773 |
WM
WS Management
Jacksonville,
Florida
| $52.3M | $0 | 2 | 3.1% | Maintained |
|
| 1774 |
Strategic Blueprint
Atlanta,
Georgia
| $52.3M | +$1.02M | 6 | 4.31% | Increased |
|
| 1775 |
Lindbrook Capital
Calabasas,
California
| $52.2M | +$3.73M | 25 | 5.22% | Increased |
|