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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
BWCP LP
Dallas,
Texas
| $27.5M | -$12.8M | 3 | 14.29% | Reduced |
|
| 2027 |
Toronado Partners
San Francisco,
California
| $27.4M | +$7.59M | 1 | 9.68% | Increased |
|
| 2028 |
Blue Trust Inc
Alpharetta,
Georgia
| $27.4M | +$1.85M | 26 | 0.48% | Increased |
|
| 2029 |
Capital City Trust
Tallahassee,
Florida
| $27.4M | -$139K | 6 | 9.6% | Reduced |
|
| 2030 |
Weiss Asset Management
Boston,
Massachusetts
| $27.4M | +$19.4M | 9 | 0.67% | Increased |
|
| 2031 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $27.4M | +$212K | 3 | 5.85% | Increased |
|
| 2032 |
CX Institutional
Auburn,
Indiana
| $27.4M | +$9.9M | 8 | 1.9% | Increased |
|
| 2033 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| $27.3M | -$502K | 7 | 2.53% | Reduced |
|
| 2034 |
QV Investors
Calgary,
Alberta, Canada
| $27.3M | +$5.16M | 3 | 2.64% | Increased |
|
| 2035 |
Cutler Investment Counsel
Jacksonville,
Oregon
| $27.3M | -$170K | 5 | 4.53% | Reduced |
|
| 2036 |
7G Capital Management
New York
| $27.3M | +$5.82M | 3 | 17.53% | Increased |
|
| 2037 |
Eagle Rock Investment Company
Atlanta,
Georgia
| $27.3M | +$3.12M | 6 | 7.11% | Increased |
|
| 2038 |
Chemung Canal Trust
Elmira,
New York
| $27.2M | -$768K | 5 | 6.79% | Reduced |
|
| 2039 |
GFG Capital
Miami,
Florida
| $27.2M | +$687K | 6 | 9% | Increased |
|
| 2040 |
River Global Investors
London,
United Kingdom
| $27.2M | -$827K | 7 | 5.21% | Reduced |
|
| 2041 |
Atwood & Palmer
Kansas City,
Missouri
| $27.2M | -$28.7K | 9 | 2.69% | Reduced |
|
| 2042 |
Canal Insurance Company
Greenville,
South Carolina
| $27.1M | $0 | 3 | 8.08% | Maintained |
|
| 2043 |
CL
CIM LLC
Albany,
New York
| $27.1M | -$963K | 4 | 5.71% | Reduced |
|
| 2044 |
CenterBook Partners
Greenwich,
Connecticut
| $27.1M | +$3.18M | 4 | 5.22% | Increased |
|
| 2045 |
Balboa Wealth Partners
Scottsdale,
Arizona
| $27.1M | +$30.8M | 6 | 11.9% | New |
|
| 2046 |
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $27.1M | -$12.2M | 1 | 3.82% | Reduced |
|
| 2047 |
Iowa State Bank
Urbandale,
Iowa
| $27M | +$278K | 5 | 7.69% | Increased |
|
| 2048 |
Stewart Asset Management
New York
| $26.9M | +$3.67M | 3 | 19.55% | Increased |
|
| 2049 |
PWP
Pursue Wealth Partners
Clayton,
California
| $26.9M | +$2.14M | 11 | 19.37% | Increased |
|
| 2050 |
Pine Ridge Advisers
New York
| $26.9M | $0 | 3 | 8.34% | Maintained |
|