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 | |
|---|---|---|---|---|---|---|---|
| 1901 |
HRC
Hoertkorn Richard Charles
| $19.7M | -$61.6K | 8 | 12.76% | Reduced |
|
| 1902 |
ARS Wealth Advisors
St. Petersburg,
Florida
| $19.7M | -$446K | 6 | 6.27% | Reduced |
|
| 1903 |
Employers Holdings
Reno,
Nevada
| $19.7M | +$8.16M | 6 | 10.13% | Increased |
|
| 1904 |
Shelter Mutual Insurance
Columbia,
Missouri
| $19.7M | $0 | 2 | 5.75% | Maintained |
|
| 1905 |
Prospector Partners
Guilford,
Connecticut
| $19.7M | -$7.96M | 2 | 2.88% | Reduced |
|
| 1906 |
Punch & Associates Investment Management
Edina,
Minnesota
| $19.7M | -$5.99K | 2 | 1.64% | Reduced |
|
| 1907 |
QV Investors
Calgary,
Alberta, Canada
| $19.6M | +$2.47M | 2 | 0.59% | Increased |
|
| 1908 |
West Branch Capital
Amherst,
Massachusetts
| $19.6M | -$632K | 6 | 14.53% | Reduced |
|
| 1909 |
Cohen & Steers
New York
| $19.6M | -$3.82M | 5 | 0.05% | Reduced |
|
| 1910 |
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $19.6M | +$323K | 4 | 5.24% | Increased |
|
| 1911 |
AlphaCrest Capital Management
New York
| $19.6M | -$3.82M | 14 | 1.19% | Reduced |
|
| 1912 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
| $19.6M | -$8.28K | 1 | 1.75% | Reduced |
|
| 1913 |
Edge Capital Group
Atlanta,
Georgia
| $19.6M | -$4.82M | 7 | 1.98% | Reduced |
|
| 1914 |
Nexpoint Asset Management
Dallas,
Texas
| $19.5M | +$20M | 6 | 1.22% | New |
|
| 1915 |
Sturgeon Ventures
London,
United Kingdom
| $19.5M | +$3.29M | 3 | 20.44% | Increased |
|
| 1916 |
Principle Wealth Partners
Madison,
Connecticut
| $19.5M | +$4.55M | 5 | 6.74% | Increased |
|
| 1917 |
Formula Growth
Montreal,
Quebec, Canada
| $19.5M | +$7.72M | 4 | 2.92% | Increased |
|
| 1918 |
Spark Investment Management
New York
| $19.5M | -$43.1M | 3 | 2.49% | Reduced |
|
| 1919 |
LJHT
Laurie J. Hall Trustee
| $19.5M | +$167K | 9 | 9.92% | Increased |
|
| 1920 |
Greenline Partners
New York
| $19.4M | +$61.8K | 4 | 5.57% | Increased |
|
| 1921 |
Connors Investor Services
Wyomissing,
Pennsylvania
| $19.4M | +$9.37M | 2 | 2.67% | Increased |
|
| 1922 |
Brian C. Broderick
| $19.4M | +$349K | 5 | 6.67% | Increased |
|
| 1923 |
WESPAC Advisors SoCal
Pasadena,
California
| $19.4M | -$607K | 4 | 9.58% | Reduced |
|
| 1924 |
CC
Cognios Capital
Leawood,
Kansas
| $19.3M | -$1.45M | 8 | 7.11% | Reduced |
|
| 1925 |
Stanley Capital Management
Houston,
Texas
| $19.3M | $0 | 3 | 9.42% | Maintained |
|