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 | |
|---|---|---|---|---|---|---|---|
| 1776 |
Titan Global Capital Management USA
New York
| $72.5M | -$2.71M | 4 | 11.44% | Reduced |
|
| 1777 |
Capital Asset Advisory Services
Williamston,
Michigan
| $72.4M | +$4.04M | 8 | 3.39% | Increased |
|
| 1778 |
Randolph Company
Cincinnati,
Ohio
| $72.3M | +$22.8M | 2 | 7.41% | Increased |
|
| 1779 |
11 Capital Partners
Darien,
Connecticut
| $72.2M | -$11.4M | 2 | 22.71% | Reduced |
|
| 1780 |
Claret Asset Management
Montreal,
Quebec, Canada
| $72.1M | +$2.19M | 12 | 9.34% | Increased |
|
| 1781 |
M
MOTCO
San Antonio,
Texas
| $72.1M | +$6.75M | 10 | 6.9% | Increased |
|
| 1782 |
Algert Global
San Francisco,
California
| $72.1M | -$1.5M | 13 | 1.51% | Reduced |
|
| 1783 |
Strategic Blueprint
Atlanta,
Georgia
| $71.9M | -$2.47M | 8 | 3.53% | Reduced |
|
| 1784 |
D.L. Carlson Investment Group
Concord,
New Hampshire
| $71.9M | -$2.47M | 7 | 13.1% | Reduced |
|
| 1785 |
SFE Investment Counsel
Los Angeles,
California
| $71.7M | +$14.3M | 5 | 12.63% | Increased |
|
| 1786 |
Globeflex Capital
San Diego,
California
| $71.7M | -$29.9M | 5 | 5.94% | Reduced |
|
| 1787 |
Arete Wealth Advisors
Chicago,
Illinois
| $71.7M | +$1.52M | 10 | 5.09% | Increased |
|
| 1788 |
Brian C. Broderick
| $71.7M | -$1.89M | 6 | 14.17% | Reduced |
|
| 1789 |
Y.D. More Investments
Ramat Gan,
Israel
| $71.6M | +$1.96M | 12 | 4.93% | Increased |
|
| 1790 |
Oxbow Advisors
Austin,
Texas
| $71.5M | -$638K | 6 | 7.82% | Reduced |
|
| 1791 |
John G. Ullman & Associates
Corning,
New York
| $71.5M | +$23K | 8 | 10.61% | Increased |
|
| 1792 |
Sendero Wealth Management
San Antonio,
Texas
| $71.5M | -$2.9M | 5 | 8.92% | Reduced |
|
| 1793 |
Marietta Wealth Management
Marietta,
Georgia
| $71.1M | +$13.6M | 5 | 9.27% | Increased |
|
| 1794 |
XTX Topco
George Town,
Cayman Islands
| $71.1M | +$17.8M | 23 | 2.95% | Increased |
|
| 1795 |
Colonial Trust
Spartanburg,
South Carolina
| $70.9M | -$1.35M | 17 | 10.33% | Reduced |
|
| 1796 |
Lincoln Capital
Lincoln,
Nebraska
| $70.9M | +$1.34M | 6 | 13.64% | Increased |
|
| 1797 |
Moloney Securities Asset Management
Manchester,
Missouri
| $70.9M | +$3.44M | 8 | 8.76% | Increased |
|
| 1798 |
Whalerock Point Partners
Providence,
Rhode Island
| $70.7M | +$622K | 6 | 15.28% | Increased |
|
| 1799 |
Woodmont Investment Counsel
Nashville,
Tennessee
| $70.5M | +$2.06M | 6 | 4.65% | Increased |
|
| 1800 |
Selkirk Management
Chatham,
New Jersey
| $70.5M | $0 | 2 | 20.86% | Maintained |
|