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 | |
|---|---|---|---|---|---|---|---|
| 676 |
Northeast Investment Management
Boston,
Massachusetts
| $63.3M | -$3.92M | 7 | 6.21% | Reduced |
|
| 677 |
AC
Amici Capital
New York
| $62.8M | +$28.4M | 3 | 2.26% | Increased |
|
| 678 |
Douglass Winthrop Advisors
New York
| $62.7M | +$7.05M | 5 | 4.87% | Increased |
|
| 679 |
Walleye Trading
New York
| $62.5M | -$116M | 8 | 0.63% | Reduced |
|
| 680 |
Park National Corp
Newark,
Ohio
| $61.8M | -$1.62M | 4 | 4.19% | Reduced |
|
| 681 |
BOK Financial
Tulsa,
Oklahoma
| $61.7M | +$317K | 7 | 2.08% | Increased |
|
| 682 |
TAM
Taylor Asset Management
Toronto,
Ontario, Canada
| $61.5M | +$58.6M | 2 | 9.8% | Increased |
|
| 683 |
Nippon Life Global Investors Americas
New York
| $61.4M | -$1.93M | 5 | 5.62% | Reduced |
|
| 684 |
IQ EQ Fund Management
Dublin 2,
Ireland
| $61.2M | -$2.72M | 4 | 8.2% | Reduced |
|
| 685 |
Tokio Marine Asset Management
Tokyo,
Japan
| $61.2M | -$6.78M | 9 | 5.67% | Reduced |
|
| 686 |
RIG
Roosevelt Investment Group
New York
| $60.5M | -$263K | 4 | 3.3% | Reduced |
|
| 687 |
PDT Partners
New York
| $60.5M | +$43.9M | 7 | 1.5% | Increased |
|
| 688 |
AL
Airain Ltd
St. Peter Port,
Guernsey
| $60.3M | -$6.25M | 7 | 3.69% | Reduced |
|
| 689 |
Trillium Asset Management
Boston,
Massachusetts
| $60.1M | +$1.94M | 5 | 3.9% | Increased |
|
| 690 |
Formuepleje A/S
Aarhus C,
Denmark
| $59.8M | +$61.7M | 3 | 7.06% | New |
|
| 691 |
Pinnacle Associates
New York
| $59.2M | +$1.08M | 8 | 1.11% | Increased |
|
| 692 |
Nomura Holdings
Tokyo,
Japan
| $59.1M | -$118M | 12 | 0.19% | Reduced |
|
| 693 |
R.M. Davis Inc
Portland,
Maine
| $59.1M | +$763K | 5 | 3.11% | Increased |
|
| 694 |
Torray Investment Partners
Bethesda,
Maryland
| $59M | -$13.8M | 3 | 6.9% | Reduced |
|
| 695 |
Capital International Sarl
Los Angeles,
California
| $58.7M | -$42.3M | 7 | 4.27% | Reduced |
|
| 696 |
Jefferies Group
New York
| $58.7M | +$11M | 9 | 0.33% | Increased |
|
| 697 |
Huber Capital Management
El Segundo,
California
| $58.7M | -$1.07M | 2 | 1.85% | Reduced |
|
| 698 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $58.5M | +$115K | 4 | 4.46% | Increased |
|
| 699 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| $58.3M | -$783K | 7 | 3.63% | Reduced |
|
| 700 |
CIBC World Market
Toronto,
Ontario, Canada
| $58.2M | -$2.48M | 6 | 0.24% | Reduced |
|