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 |
Profund Advisors
Bethesda,
Maryland
| $359M | +$34.9M | 15 | 13.11% | Increased |
|
| 677 |
Clifford Swan Investment Counsel
Pasadena,
California
| $359M | -$6.59M | 12 | 12.91% | Reduced |
|
| 678 |
Strategy Capital
Los Altos,
California
| $358M | -$11.6M | 3 | 29.15% | Reduced |
|
| 679 |
PCM
Palestra Capital Management
New York
| $358M | -$19.1M | 3 | 9.81% | Reduced |
|
| 680 |
Freestone Capital Holdings
Seattle,
Washington
| $357M | -$7.51M | 13 | 12.34% | Reduced |
|
| 681 |
Sachem Head Capital Management
New York
| $356M | $0 | 1 | 19.62% | Maintained |
|
| 682 |
CK
Cohen Klingenstein
New York
| $355M | -$36.8M | 7 | 12.16% | Reduced |
|
| 683 |
Advisory Services Network
Atlanta,
Georgia
| $355M | +$8.22M | 18 | 6.62% | Increased |
|
| 684 |
EC
Eminence Capital
New York
| $352M | -$37.5M | 2 | 5.38% | Reduced |
|
| 685 |
Clearstead Advisors
Cleveland,
Ohio
| $351M | -$1.57M | 22 | 5.33% | Reduced |
|
| 686 |
Cryder Capital Partners
London,
United Kingdom
| $350M | -$125M | 2 | 25.43% | Reduced |
|
| 687 |
Braun Stacey Associates
New York
| $349M | -$3.09M | 4 | 13.04% | Reduced |
|
| 688 |
Consulta
London,
United Kingdom
| $347M | +$14.4M | 2 | 22.75% | Increased |
|
| 689 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $346M | -$240K | 6 | 20.59% | Reduced |
|
| 690 |
HRT Financial
New York
| $345M | -$734M | 20 | 1.78% | Reduced |
|
| 691 |
Castleark Management
Chicago,
Illinois
| $343M | -$42.8M | 6 | 11.98% | Reduced |
|
| 692 |
Choreo LLC
Rockford,
Illinois
| $343M | -$6.04M | 17 | 4.92% | Reduced |
|
| 693 |
Alpha Cubed Investments
Irvine,
California
| $342M | +$8.07M | 8 | 15.65% | Increased |
|
| 694 |
Modera Wealth Management
Westwood,
New Jersey
| $339M | -$1.45M | 7 | 4.1% | Reduced |
|
| 695 |
Choate Investment Advisors
Boston,
Massachusetts
| $339M | +$11.6M | 6 | 8.16% | Increased |
|
| 696 |
Scharf Investments
Los Gatos,
California
| $338M | -$22.9M | 4 | 10.01% | Reduced |
|
| 697 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| $336M | +$1.36M | 5 | 1.83% | Increased |
|
| 698 |
Ruffer LLP
London,
United Kingdom
| $336M | -$73.3M | 3 | 12.12% | Reduced |
|
| 699 |
TCTC Holdings
Dallas,
Texas
| $333M | +$274K | 10 | 11.97% | Increased |
|
| 700 |
Chilton Capital Management
Houston,
Texas
| $333M | -$7.85M | 7 | 13.98% | Reduced |
|