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 | |
|---|---|---|---|---|---|---|---|
| 476 |
NM
NWI Management
New York
| $506M | +$72.4M | 5 | 31.12% | Increased |
|
| 477 |
Fiduciary Trust
Boston,
Massachusetts
| $504M | -$12.7M | 11 | 9.76% | Reduced |
|
| 478 |
SI
Salesforce Inc
San Francisco,
California
| $504M | -$675M | 1 | 53.91% | Reduced |
|
| 479 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $504M | +$74.7M | 10 | 9.92% | Increased |
|
| 480 |
Soros Fund Management
New York
| $501M | +$90.4M | 3 | 8.44% | Increased |
|
| 481 |
Dorsal Capital Management
Redwood City,
California
| $500M | -$24.7M | 3 | 23.37% | Reduced |
|
| 482 |
BSN Capital Partners
London,
United Kingdom
| $498M | +$481M | 1 | 100% | New |
|
| 483 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $497M | +$10.9M | 3 | 14.92% | Increased |
|
| 484 |
Samlyn Capital
New York
| $494M | +$33M | 3 | 7.24% | Increased |
|
| 485 |
Corvex Management
New York
| $493M | +$37.7M | 3 | 16.5% | Increased |
|
| 486 |
Bradley Foster & Sargent
Hartford,
Connecticut
| $490M | +$2.65M | 8 | 11.47% | Increased |
|
| 487 |
MAI Capital Management
Independence,
Ohio
| $489M | -$1.74M | 10 | 9.7% | Reduced |
|
| 488 |
Kestra Advisory Services
Austin,
Texas
| $480M | +$10.9M | 20 | 5.45% | Increased |
|
| 489 |
SVB Wealth
Boston,
Massachusetts
| $480M | +$28.2M | 11 | 6.08% | Increased |
|
| 490 |
Gofen & Glossberg
Chicago,
Illinois
| $479M | -$1.98M | 8 | 11.37% | Reduced |
|
| 491 |
Soma Equity Partners
San Francisco,
California
| $478M | -$38.6M | 2 | 10.09% | Reduced |
|
| 492 |
Krane Funds Advisors
New York
| $476M | +$60.9M | 6 | 14.23% | Increased |
|
| 493 |
Homestead Advisers
Arlington,
Virginia
| $475M | -$28M | 3 | 10.97% | Reduced |
|
| 494 |
Crake Asset Management
London,
United Kingdom
| $472M | -$517M | 4 | 24.52% | Reduced |
|
| 495 |
Erste Asset Management
Vienna,
Austria
| $470M | +$61.2M | 14 | 9.36% | Increased |
|
| 496 |
Oak Associates
Akron,
Ohio
| $470M | -$31.2M | 9 | 26.58% | Reduced |
|
| 497 |
Beck Mack & Oliver
New York
| $467M | +$15.4M | 5 | 12.42% | Increased |
|
| 498 |
Ferguson Wellman Capital Management
Portland,
Oregon
| $464M | +$626K | 7 | 15.12% | Increased |
|
| 499 |
Securian Asset Management
St Paul,
Minnesota
| $464M | -$4.08M | 11 | 9.43% | Reduced |
|
| 500 |
Riverbridge Partners
Minneapolis,
Minnesota
| $463M | +$12.3M | 5 | 4.7% | Increased |
|