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 |
Cota Capital Management
San Francisco,
California
| $33M | -$16.6M | 1 | 8.69% | Reduced |
|
| 1902 |
Draper Asset Management
Smithtown,
New York
| $33M | +$32M | 5 | 33.47% | New |
|
| 1903 |
Academy Capital Management
Waco,
Texas
| $32.9M | -$46.8M | 2 | 7.04% | Reduced |
|
| 1904 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| $32.9M | -$492K | 6 | 8.39% | Reduced |
|
| 1905 |
Mirova
Paris,
France
| $32.8M | +$5.99M | 7 | 4.21% | Increased |
|
| 1906 |
Oxler Private Wealth
Rye Brook,
New York
| $32.8M | +$31.7M | 10 | 18.46% | New |
|
| 1907 |
Granger Management
New York
| $32.7M | +$32M | 4 | 4.12% | New |
|
| 1908 |
SSI
Scott & Selber Inc
Houston,
Texas
| $32.7M | -$3.43M | 5 | 13.97% | Reduced |
|
| 1909 |
Lake Street Private Wealth
Chicago,
Illinois
| $32.6M | +$748K | 7 | 9.43% | Increased |
|
| 1910 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
| $32.6M | +$161K | 6 | 8.33% | Increased |
|
| 1911 |
Arjuna Capital
Durham,
North Carolina
| $32.6M | +$1.91M | 6 | 18.05% | Increased |
|
| 1912 |
Vishria Bird Financial Group
Memphis,
Tennessee
| $32.6M | +$150K | 5 | 18.57% | Increased |
|
| 1913 |
Riverstone Advisors
New Braunfels,
Texas
| $32.6M | +$440K | 2 | 18.1% | Increased |
|
| 1914 |
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $32.5M | -$124K | 6 | 6.43% | Reduced |
|
| 1915 |
Knuff & Co
Foster City,
California
| $32.5M | +$1.45M | 11 | 13.4% | Increased |
|
| 1916 |
Cooper Financial Group
Irvine,
California
| $32.5M | +$6.74M | 9 | 6.62% | Increased |
|
| 1917 |
GA
GFS Advisors
Houston,
Texas
| $32.4M | +$2.33M | 6 | 8.52% | Increased |
|
| 1918 |
Perennial Investment Advisors
Los Angeles,
California
| $32.4M | +$511K | 9 | 13.88% | Increased |
|
| 1919 |
Balasa Dinverno & Foltz
| $32.4M | +$2.52M | 7 | 2.69% | Increased |
|
| 1920 |
Avestar Capital
New York
| $32.4M | +$149K | 11 | 8.98% | Increased |
|
| 1921 |
Circle Wealth Management
Summit,
New Jersey
| $32.3M | +$2.11M | 6 | 4.63% | Increased |
|
| 1922 |
SFMG Wealth Advisors
Plano,
Texas
| $32.3M | +$4.37M | 7 | 4.1% | Increased |
|
| 1923 |
AAM
Autus Asset Management
Scottsdale,
Arizona
| $32.2M | -$2.9M | 5 | 4.15% | Reduced |
|
| 1924 |
Berkshire Bank
Pittsfield,
Massachusetts
| $32.1M | -$755K | 6 | 8.01% | Reduced |
|
| 1925 |
First Interstate Bank
Billings,
Montana
| $32.1M | -$613K | 4 | 4.28% | Reduced |
|