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 | |
|---|---|---|---|---|---|---|---|
| 576 |
EA
Euclid Advisors
Hartford,
Connecticut
| $115M | -$22.9M | 11 | 4.35% | Reduced |
|
| 577 |
Profund Advisors
Bethesda,
Maryland
| $115M | -$15.6M | 10 | 5.93% | Reduced |
|
| 578 |
NM
Nokota Management
New York
| $114M | -$47M | 4 | 4.98% | Reduced |
|
| 579 |
People's United Financial
Bridgeport,
Connecticut
| $114M | -$2.61M | 10 | 6.03% | Reduced |
|
| 580 |
BTP
Bloom Tree Partners
New York
| $114M | +$75.2M | 2 | 10.31% | Increased |
|
| 581 |
Castleark Management
Chicago,
Illinois
| $113M | -$42M | 5 | 3.53% | Reduced |
|
| 582 |
Jane Street
New York
| $113M | -$58.8M | 14 | 0.63% | Reduced |
|
| 583 |
ANI
American National Insurance
Galveston,
Texas
| $113M | +$3.5M | 8 | 6.72% | Increased |
|
| 584 |
DC
Deere & Company
Moline,
Illinois
| $113M | +$18.5M | 10 | 5.96% | Increased |
|
| 585 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| $111M | +$772K | 9 | 5.02% | Increased |
|
| 586 |
Brighton Jones LLC
Seattle,
Washington
| $111M | +$891K | 6 | 20.4% | Increased |
|
| 587 |
Hikari Power
Tokyo,
Japan
| $111M | +$11.8M | 3 | 12.75% | Increased |
|
| 588 |
Andra AP-fonden
Goteborg,
Sweden
| $111M | +$1.12M | 12 | 2.9% | Increased |
|
| 589 |
AIM
Allen Investment Management
New York
| $110M | +$25.8M | 6 | 8.68% | Increased |
|
| 590 |
Coronation Asset Management
Cape Town,
South Africa
| $110M | +$8.95M | 3 | 4.56% | Increased |
|
| 591 |
TCTC Holdings
Dallas,
Texas
| $109M | -$752K | 6 | 6.89% | Reduced |
|
| 592 |
Jericho Capital Asset Management
New York
| $109M | -$115M | 2 | 5.3% | Reduced |
|
| 593 |
JC
Joho Capital
New York
| $109M | +$9.02M | 3 | 27.26% | Increased |
|
| 594 |
Cannell & Spears
New York
| $108M | -$5.44M | 5 | 13.19% | Reduced |
|
| 595 |
FHAM
Folger Hill Asset Management
New York
| $108M | +$57.3M | 5 | 6.04% | Increased |
|
| 596 |
Osterweis Capital Management
San Francisco,
California
| $108M | +$43.2M | 2 | 6.25% | Increased |
|
| 597 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $107M | -$110M | 8 | 0.66% | Reduced |
|
| 598 |
Barings
Charlotte,
North Carolina
| $106M | +$8.77M | 9 | 2.84% | Increased |
|
| 599 |
TIAA CREF Trust
St Louis,
Missouri
| $106M | -$817K | 6 | 1.04% | Reduced |
|
| 600 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| $106M | +$1.6M | 8 | 7.56% | Increased |
|