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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Park National Corp
Newark,
Ohio
| $65.4M | -$118K | 5 | 4.48% | Reduced |
|
| 627 |
Pinnacle Associates
New York
| $65.2M | -$1.11M | 8 | 1.27% | Reduced |
|
| 628 |
Denver Investment Advisors
Denver,
Colorado
| $64.6M | +$4.61M | 8 | 1.96% | Increased |
|
| 629 |
UMB Bank
Kansas City,
Missouri
| $64.1M | -$3.7M | 5 | 3.04% | Reduced |
|
| 630 |
Southpoint Capital Advisors
New York
| $63.8M | +$58.9M | 2 | 4.14% | New |
|
| 631 |
HS
Huntington Steele
Oaks,
Pennsylvania
| $63.7M | +$2.46M | 3 | 26.93% | Increased |
|
| 632 |
Inverness Counsel
New York
| $62.9M | +$11.1M | 4 | 4.91% | Increased |
|
| 633 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $62.8M | +$10.7M | 6 | 8.11% | Increased |
|
| 634 |
Edgar Lomax Company
Kingstowne,
Virginia
| $62.6M | +$99.2K | 1 | 4.43% | Increased |
|
| 635 |
R.M. Davis Inc
Portland,
Maine
| $62.5M | +$1.02M | 5 | 3.6% | Increased |
|
| 636 |
Ingalls & Snyder LLC
New York
| $62.1M | +$4.46M | 6 | 3.05% | Increased |
|
| 637 |
Rathbones Group
Liverpool,
United Kingdom
| $61.9M | +$10.4M | 5 | 4.38% | Increased |
|
| 638 |
AC
Amici Capital
New York
| $61.8M | -$14M | 2 | 1.95% | Reduced |
|
| 639 |
Allstate Corporation
Northbrook,
Illinois
| $61.5M | +$15.7M | 4 | 1.66% | Increased |
|
| 640 |
Parallax Volatility Advisers
San Francisco,
California
| $61.5M | +$20.1M | 11 | 0.25% | Increased |
|
| 641 |
Summitry LLC
Foster City,
California
| $61.2M | +$6.29M | 3 | 7.79% | Increased |
|
| 642 |
Ally Financial
Detroit,
Michigan
| $61.1M | -$7.64M | 5 | 7.2% | Reduced |
|
| 643 |
TH
Timber Hill
Greenwich,
Connecticut
| $61.1M | +$33M | 4 | 0.28% | Increased |
|
| 644 |
CBCM
Cook & Bynum Capital Management
Birmingham,
Alabama
| $60.7M | $0 | 1 | 33.97% | Maintained |
|
| 645 |
Ferguson Wellman Capital Management
Portland,
Oregon
| $60.5M | +$2.31M | 6 | 2.55% | Increased |
|
| 646 |
Zweig-DiMenna Associates
New York
| $60.2M | -$777K | 2 | 2.75% | Reduced |
|
| 647 |
CP
Coho Partners
Berwyn,
Pennsylvania
| $60.1M | +$3.05M | 2 | 4.05% | Increased |
|
| 648 |
Alleghany Corporation
New York
| $59.7M | -$2.71K | 4 | 2.16% | Reduced |
|
| 649 |
Horan Capital Management
Hunt Valley,
Maryland
| $58.9M | +$16.2M | 5 | 19.93% | Increased |
|
| 650 |
Advisors Asset Management
Monument,
Colorado
| $58.8M | -$1.46M | 9 | 0.82% | Reduced |
|