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 | |
|---|---|---|---|---|---|---|---|
| 2401 |
Y-Intercept (HK)
Hong Kong
| $29.4M | -$2.69M | 15 | 2.73% | Reduced |
|
| 2402 |
Harrington Investments
Napa,
California
| $29.3M | -$858K | 5 | 18.17% | Reduced |
|
| 2403 |
Pensionfund Sabic
Sittard,
Netherlands
| $29.3M | -$151K | 5 | 9.23% | Reduced |
|
| 2404 |
Marcum Wealth
Cleveland,
Ohio
| $29.3M | +$249K | 7 | 3.11% | Increased |
|
| 2405 |
Intact Investment Management
Montreal,
Quebec, Canada
| $29.2M | -$3.29M | 6 | 1.18% | Reduced |
|
| 2406 |
Udine Wealth Management
Boca Raton,
Florida
| $29.2M | +$1.18M | 4 | 23.25% | Increased |
|
| 2407 |
Parkwood LLC
Cleveland,
Ohio
| $29.2M | +$1.99M | 4 | 3.49% | Increased |
|
| 2408 |
Regatta Capital Group
El Segundo,
California
| $29.1M | -$288K | 5 | 7.65% | Reduced |
|
| 2409 |
Wealth Architects
Mountain View,
California
| $29M | +$11.8M | 7 | 4.07% | Increased |
|
| 2410 |
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $29M | -$906K | 5 | 10.36% | Reduced |
|
| 2411 |
Affinity Wealth Management
Wilmington,
Delaware
| $29M | +$3.63M | 5 | 5.95% | Increased |
|
| 2412 |
VCM
Viewpoint Capital Management
Seattle,
Washington
| $28.9M | +$295K | 6 | 20.23% | Increased |
|
| 2413 |
United Capital Management of KS
Salina,
Kansas
| $28.9M | +$672K | 3 | 8.74% | Increased |
|
| 2414 |
Maytus Capital Management
New York
| $28.9M | -$4.55M | 5 | 11.55% | Reduced |
|
| 2415 |
Quent Capital
New York
| $28.8M | +$1.55M | 17 | 3.87% | Increased |
|
| 2416 |
Rockline Wealth Management
Plainview,
New York
| $28.8M | +$27.3M | 6 | 11.96% | New |
|
| 2417 |
EFG Asset Management
Portland,
Oregon
| $28.8M | +$6.51M | 4 | 5.46% | Increased |
|
| 2418 |
NWK Group
San Francisco,
California
| $28.8M | +$633K | 6 | 14.81% | Increased |
|
| 2419 |
Laidlaw Wealth Management
New York City,
New York
| $28.8M | -$91.7K | 7 | 10.46% | Reduced |
|
| 2420 |
1776 Wealth
Atlanta,
Georgia
| $28.8M | +$825K | 5 | 14.26% | Increased |
|
| 2421 |
Wealth Effects
Boston,
Massachusetts
| $28.7M | +$2.41M | 8 | 10.81% | Increased |
|
| 2422 |
Palo Alto Wealth Advisors
Palo Alto,
California
| $28.7M | -$287K | 5 | 21.71% | Reduced |
|
| 2423 |
Harrell Investment Partners
Austin,
Texas
| $28.7M | +$314K | 4 | 8.93% | Increased |
|
| 2424 |
Pale Fire Capital SE
Prague,
Czech Republic
| $28.7M | +$23.9M | 1 | 4.48% | Increased |
|
| 2425 |
Thames Capital Management
Roseland,
New Jersey
| $28.7M | -$10.4M | 3 | 14.77% | Reduced |
|