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 | |
|---|---|---|---|---|---|---|---|
| 2101 |
Stonebridge Capital Management
Los Angeles,
California
| $50.4M | -$575K | 6 | 20.63% | Reduced |
|
| 2102 |
BFSG LLC
Irvine,
California
| $50.2M | +$651K | 9 | 5.87% | Increased |
|
| 2103 |
Blackstone Inc
New York
| $50.1M | -$26.6M | 2 | 0.23% | Reduced |
|
| 2104 |
SSI
Scott & Selber Inc
Houston,
Texas
| $50.1M | -$1.13M | 4 | 15.07% | Reduced |
|
| 2105 |
Winch Advisory Services
Appleton,
Wisconsin
| $50M | -$459K | 10 | 13.01% | Reduced |
|
| 2106 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| $50M | +$28M | 2 | 3.38% | Increased |
|
| 2107 |
Banque de Luxembourg
Luxembourg
| $49.8M | +$47.6M | 5 | 26.82% | New |
|
| 2108 |
Manhattan West Asset Management
Los Angeles,
California
| $49.8M | +$1.47M | 5 | 13.45% | Increased |
|
| 2109 |
Draper Asset Management
Smithtown,
New York
| $49.8M | -$1.12M | 3 | 31.17% | Reduced |
|
| 2110 |
Byrne Financial Freedom
Franklin,
Massachusetts
| $49.7M | +$47.7M | 7 | 22.13% | New |
|
| 2111 |
Sigma Investment Counselors
Northville,
Michigan
| $49.7M | +$282K | 6 | 2.92% | Increased |
|
| 2112 |
FAS Wealth Partners
Leawood,
Kansas
| $49.7M | +$677K | 8 | 4.17% | Increased |
|
| 2113 |
FengHe Fund Management
Singapore
| $49.6M | +$49.6M | 2 | 14.65% | Increased |
|
| 2114 |
Alaska Permanent Fund
Juneau,
Alaska
| $49.6M | $0 | 8 | 0.74% | Maintained |
|
| 2115 |
Oxler Private Wealth
Rye Brook,
New York
| $49.5M | -$286K | 5 | 16.29% | Reduced |
|
| 2116 |
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $49.5M | +$7.88M | 3 | 9.57% | Increased |
|
| 2117 |
FACT Capital
New York
| $49.4M | -$5.82M | 3 | 21.57% | Reduced |
|
| 2118 |
Leuthold Group
Minneapolis,
Minnesota
| $49.1M | -$1.79M | 3 | 5.9% | Reduced |
|
| 2119 |
Edgar Lomax Company
Kingstowne,
Virginia
| $49.1M | -$32.4M | 1 | 3.16% | Reduced |
|
| 2120 |
Savvy Advisors Inc
New York
| $49.1M | +$22.6M | 8 | 5.9% | Increased |
|
| 2121 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $49M | +$113K | 6 | 7.46% | Increased |
|
| 2122 |
Xcel Wealth Management
Holly Hill,
Florida
| $49M | -$331K | 6 | 13.58% | Reduced |
|
| 2123 |
Journey Strategic Wealth
Summit,
New Jersey
| $48.9M | +$3.87M | 6 | 1.83% | Increased |
|
| 2124 |
Iowa State Bank
Urbandale,
Iowa
| $48.8M | +$97.5K | 5 | 10.15% | Increased |
|
| 2125 |
Alta Fox Capital Management
Fort Worth,
Texas
| $48.8M | +$30.7M | 2 | 17.38% | Increased |
|