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 | |
|---|---|---|---|---|---|---|---|
| 2201 |
Knuff & Co
Foster City,
California
| $48M | -$7.52M | 6 | 15.12% | Reduced |
|
| 2202 |
Kelleher Financial Advisors
New York
| $47.9M | +$1.59M | 8 | 16.61% | Increased |
|
| 2203 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| $47.8M | +$6.87M | 3 | 0.67% | Increased |
|
| 2204 |
Strategy Asset Managers
Pasadena,
California
| $47.8M | +$829K | 7 | 8.93% | Increased |
|
| 2205 |
Arrow Financial
Glens Falls,
New York
| $47.8M | -$1.55M | 7 | 5.03% | Reduced |
|
| 2206 |
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $47.8M | -$11.4M | 3 | 20.89% | Reduced |
|
| 2207 |
Weik Capital Management
Wyomissing,
Pennsylvania
| $47.8M | -$647K | 5 | 18.91% | Reduced |
|
| 2208 |
LTS One Management
New York
| $47.7M | +$16.3M | 2 | 11.53% | Increased |
|
| 2209 |
Harbor Capital Advisors
Chicago,
Illinois
| $47.7M | -$735K | 7 | 2% | Reduced |
|
| 2210 |
McDonald Partners
Cleveland,
Ohio
| $47.7M | -$118K | 7 | 11.43% | Reduced |
|
| 2211 |
Freemont Management
Vaud,
Switzerland
| $47.6M | +$15.2M | 4 | 7.14% | Increased |
|
| 2212 |
Radnor Capital Management
Wayne,
Pennsylvania
| $47.6M | -$265K | 8 | 7.6% | Reduced |
|
| 2213 |
MJP
Michael J. Puzo
| $47.4M | -$1.66M | 4 | 13.51% | Reduced |
|
| 2214 |
TM
TigerOak Management
Albuquerque,
New Mexico
| $47.4M | +$746K | 6 | 16.24% | Increased |
|
| 2215 |
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $47.4M | -$1.81M | 5 | 7.35% | Reduced |
|
| 2216 |
Ceredex Value Advisors
Orlando,
Florida
| $47.3M | -$7.81M | 1 | 1.02% | Reduced |
|
| 2217 |
SWK
Stephen W. Kidder
| $47.3M | -$285K | 4 | 14.21% | Reduced |
|
| 2218 |
Lead Edge Capital Management
New York
| $47.2M | +$24.8M | 1 | 13.07% | Increased |
|
| 2219 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $47.2M | +$30.9M | 5 | 0.74% | Increased |
|
| 2220 |
Money Concepts Capital
Palm Beach Gardens,
Florida
| $47.2M | +$2.8M | 9 | 3.15% | Increased |
|
| 2221 |
Buck Wealth Strategies
Denver,
Colorado
| $46.9M | +$4.93M | 5 | 7.15% | Increased |
|
| 2222 |
SimplyRich
Carlsbad,
California
| $46.9M | +$76.7K | 7 | 13.07% | Increased |
|
| 2223 |
Rench Wealth Management
Denton,
Texas
| $46.9M | +$242K | 4 | 14.84% | Increased |
|
| 2224 |
Jackson Square Partners
Larkspur,
California
| $46.9M | -$7.91M | 3 | 17.33% | Reduced |
|
| 2225 |
Blackhill Capital
Morristown,
New Jersey
| $46.8M | -$183K | 4 | 2.7% | Reduced |
|