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 |
HSG Holding
Na,
Hong Kong
| $86.1M | -$70.4M | 1 | 10.66% | Reduced |
|
| 677 |
Synovus Financial
Columbus,
Georgia
| $86M | +$13.8K | 12 | 2.09% | Increased |
|
| 678 |
WI
Wafra Inc
New York
| $85.9M | +$33.8M | 5 | 9.76% | Increased |
|
| 679 |
MP
MSD Partners
New York
| $85.2M | +$82M | 1 | 4.47% | New |
|
| 680 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| $85.1M | +$7.18M | 5 | 8.63% | Increased |
|
| 681 |
Douglass Winthrop Advisors
New York
| $85.1M | -$12.2M | 6 | 6.14% | Reduced |
|
| 682 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $84.5M | $0 | 2 | 4.99% | Maintained |
|
| 683 |
Braun Stacey Associates
New York
| $84.2M | +$1.16M | 6 | 5.49% | Increased |
|
| 684 |
Crawford Investment Counsel
Atlanta,
Georgia
| $83.7M | -$2.64M | 5 | 3.51% | Reduced |
|
| 685 |
Associated Banc-Corp
Green Bay,
Wisconsin
| $83.6M | -$2.69M | 6 | 5.49% | Reduced |
|
| 686 |
AC
Axon Capital
New York
| $83.6M | +$80.4M | 3 | 9.17% | New |
|
| 687 |
Ingalls & Snyder LLC
New York
| $83.3M | +$1.51M | 8 | 5.3% | Increased |
|
| 688 |
Shelton Capital Management
Denver,
Colorado
| $82.9M | -$586K | 9 | 7.5% | Reduced |
|
| 689 |
Stack Financial Management
Whitefish,
Montana
| $82.8M | -$1.28M | 3 | 10.06% | Reduced |
|
| 690 |
Nippon Life Global Investors Americas
New York
| $82.7M | -$592K | 4 | 7.85% | Reduced |
|
| 691 |
Edmond de Rothschild Asset Management (France)
Paris,
France
| $82.2M | -$35.7M | 7 | 3.58% | Reduced |
|
| 692 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $82.1M | +$17.5M | 3 | 4.53% | Increased |
|
| 693 |
BOK Financial
Tulsa,
Oklahoma
| $81.8M | -$3.49M | 10 | 2.96% | Reduced |
|
| 694 |
SH
SeaTown Holdings
Singapore
| $81.6M | -$23.2M | 1 | 22.74% | Reduced |
|
| 695 |
DF Dent & Co
Baltimore,
Maryland
| $81.2M | +$1.83M | 5 | 2.36% | Increased |
|
| 696 |
BBVA USA Bancshares
Houston,
Texas
| $81M | +$7.16M | 8 | 6.11% | Increased |
|
| 697 |
CAM
Centre Asset Management
New York
| $80.9M | +$1.55M | 5 | 14.1% | Increased |
|
| 698 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $80.6M | -$66.8M | 3 | 3.25% | Reduced |
|
| 699 |
Inverness Counsel
New York
| $80.5M | +$530K | 4 | 6.25% | Increased |
|
| 700 |
AAM
AO Asset Management
New York
| $79.9M | -$31.6M | 2 | 21.12% | Reduced |
|