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 | |
|---|---|---|---|---|---|---|---|
| 551 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| $91.8M | +$98.3M | 1 | 22.88% | New |
|
| 552 |
Dragoneer Investment Group
San Francisco,
California
| $91.6M | +$4.51M | 1 | 42.37% | Increased |
|
| 553 |
ZWJ Investment Counsel
Atlanta,
Georgia
| $91.3M | +$4.54M | 6 | 9.56% | Increased |
|
| 554 |
SA
SQ Advisors
Naples,
Florida
| $91.2M | -$209M | 1 | 3.13% | Reduced |
|
| 555 |
WesBanco Bank
Wheeling,
West Virginia
| $91.2M | +$1.17M | 5 | 5.03% | Increased |
|
| 556 |
Miller Howard Investments
Kingston,
New York
| $91.1M | +$2.06M | 2 | 1.38% | Increased |
|
| 557 |
QS Investors
New York
| $90.8M | -$7.15M | 9 | 1.03% | Reduced |
|
| 558 |
Cincinnati Insurance
Fairfield,
Ohio
| $90.8M | $0 | 2 | 3.29% | Maintained |
|
| 559 |
Altrinsic Global Advisors
Stamford,
Connecticut
| $89.9M | -$6.66M | 3 | 1.95% | Reduced |
|
| 560 |
MI
Markston International
White Plains,
New York
| $89.8M | -$2.12M | 6 | 6.02% | Reduced |
|
| 561 |
Avalon Investment & Advisory
Houston,
Texas
| $89.7M | +$856K | 4 | 3.92% | Increased |
|
| 562 |
Whittier Trust
South Pasadena,
California
| $89.7M | +$1.56M | 10 | 4.11% | Increased |
|
| 563 |
EA
Euclid Advisors
Hartford,
Connecticut
| $89.5M | -$378M | 2 | 1.64% | Reduced |
|
| 564 |
TM
Tiger Management
New York
| $89M | +$5.93M | 2 | 14.9% | Increased |
|
| 565 |
Virtu KCG Holdings
New York
| $87.7M | -$74.8M | 10 | 1.78% | Reduced |
|
| 566 |
DCM
Destrier Capital Management
New York
| $87.5M | +$38.1M | 3 | 22.52% | Increased |
|
| 567 |
Clifford Swan Investment Counsel
Pasadena,
California
| $86.9M | +$5.84M | 5 | 5.73% | Increased |
|
| 568 |
BAMCO Inc
New York
| $86.5M | +$15.7M | 4 | 0.33% | Increased |
|
| 569 |
Alleghany Corporation
New York
| $86.2M | -$25.1M | 4 | 3.04% | Reduced |
|
| 570 |
CAM
Contour Asset Management
New York
| $86M | +$32M | 1 | 4.86% | Increased |
|
| 571 |
Select Equity Group
New York
| $85.7M | +$17.4M | 3 | 0.78% | Increased |
|
| 572 |
Creative Planning
Overland Park,
Kansas
| $85.4M | +$1.43M | 14 | 0.8% | Increased |
|
| 573 |
Hikari Power
Tokyo,
Japan
| $85.1M | +$13M | 3 | 12.07% | Increased |
|
| 574 |
ANI
American National Insurance
Galveston,
Texas
| $85.1M | -$2.92M | 7 | 5.03% | Reduced |
|
| 575 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| $84.9M | -$18.4M | 3 | 1.75% | Reduced |
|