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 | |
|---|---|---|---|---|---|---|---|
| 1801 |
Forum Financial Management
Lombard,
Illinois
| $68.9M | -$3.85M | 15 | 1.14% | Reduced |
|
| 1802 |
Bellevue Asset Management
Bellevue,
Washington
| $68.8M | -$21K | 10 | 35.5% | Reduced |
|
| 1803 |
SC
Saybrook Capital
Winston Salem,
North Carolina
| $68.6M | +$423K | 3 | 18.32% | Increased |
|
| 1804 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $68.5M | -$3.24M | 7 | 5.22% | Reduced |
|
| 1805 |
Peak Asset Management
Louisville,
Colorado
| $68.4M | -$7.09M | 8 | 12.65% | Reduced |
|
| 1806 |
Algert Global
San Francisco,
California
| $68.3M | -$6.82M | 11 | 1.61% | Reduced |
|
| 1807 |
Bridgewater Advisors
New York
| $67.8M | +$2.15M | 6 | 7.08% | Increased |
|
| 1808 |
Perennial Advisors
New York
| $67.8M | +$65.6M | 4 | 14.75% | New |
|
| 1809 |
Colonial Trust
Spartanburg,
South Carolina
| $67.8M | +$4.83M | 21 | 10.07% | Increased |
|
| 1810 |
Cooper Investors
Melbourne, Victoria,
Australia
| $67.7M | +$2.92M | 3 | 10.67% | Increased |
|
| 1811 |
Strategic Blueprint
Atlanta,
Georgia
| $67.7M | +$1.54M | 7 | 4.02% | Increased |
|
| 1812 |
Freshford Capital Management
Rye Brook,
New York
| $67.7M | +$35.1M | 2 | 19.3% | Increased |
|
| 1813 |
Bourgeon Capital Management
Darien,
Connecticut
| $67.7M | +$6.18M | 5 | 12.63% | Increased |
|
| 1814 |
GA
GFS Advisors
Houston,
Texas
| $67.6M | +$15.8M | 4 | 10.28% | Increased |
|
| 1815 |
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $67.6M | +$17.9M | 3 | 37.26% | Increased |
|
| 1816 |
Sendero Wealth Management
San Antonio,
Texas
| $67.5M | +$1.73M | 5 | 10.05% | Increased |
|
| 1817 |
Cornerstone Wealth Group
Huntersville,
North Carolina
| $67.5M | +$3.6M | 6 | 5.51% | Increased |
|
| 1818 |
Moloney Securities Asset Management
Manchester,
Missouri
| $67.4M | +$3.56M | 11 | 9.04% | Increased |
|
| 1819 |
WIM
WIM Investment Management
Hong Kong
| $67.4M | -$12.4M | 2 | 23.14% | Reduced |
|
| 1820 |
Matthew Goff Investment Advisor
Houston,
Texas
| $67.2M | -$212K | 5 | 12.5% | Reduced |
|
| 1821 |
Community Bank
Dewitt,
New York
| $67.2M | -$19.5K | 7 | 8.62% | Reduced |
|
| 1822 |
Oakworth Capital
Birmingham,
Alabama
| $67.1M | -$132K | 12 | 4.62% | Reduced |
|
| 1823 |
Optas LLC
Austin,
Texas
| $67.1M | +$1.16M | 7 | 14.46% | Increased |
|
| 1824 |
Crosslink Capital
Menlo Park,
California
| $67.1M | -$4.53M | 1 | 9.33% | Reduced |
|
| 1825 |
Leo Wealth LLC
Hurst,
Texas
| $67.1M | +$2.65M | 7 | 6.01% | Increased |
|