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 | |
|---|---|---|---|---|---|---|---|
| 976 |
Jefferies Financial Group
New York
| $137M | +$11.4M | 14 | 1.23% | Increased |
|
| 977 |
Donaldson Capital Management
Evansville,
Indiana
| $137M | -$510K | 6 | 6.24% | Reduced |
|
| 978 |
Standard Investments
New York
| $137M | -$279M | 1 | 7.01% | Reduced |
|
| 979 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| $136M | -$1.78M | 6 | 10.27% | Reduced |
|
| 980 |
Meeder Asset Management
Dublin,
Ohio
| $136M | +$21.7M | 8 | 9.9% | Increased |
|
| 981 |
Meritage Portfolio Management
Overland Park,
Kansas
| $136M | +$2.35M | 8 | 9.63% | Increased |
|
| 982 |
Thornburg Investment Management
Santa Fe,
New Mexico
| $136M | +$1.3M | 4 | 2.2% | Increased |
|
| 983 |
Great Valley Advisor Group
Wilmington,
Delaware
| $135M | +$3.55M | 9 | 5.67% | Increased |
|
| 984 |
Night Owl Capital Management
Greenwich,
Connecticut
| $135M | -$3.15M | 5 | 34.9% | Reduced |
|
| 985 |
Two Sigma Securities
New York
| $135M | +$16.4M | 22 | 2.01% | Increased |
|
| 986 |
Kintegral Advisory
New York
| $135M | $0 | 10 | 15.94% | Maintained |
|
| 987 |
Avity Investment Management
Greenwich,
Connecticut
| $134M | -$5.49M | 6 | 12.44% | Reduced |
|
| 988 |
Jones Financial Companies
Des Peres,
Missouri
| $134M | +$914K | 9 | 0.21% | Increased |
|
| 989 |
XN LP
New York
| $134M | -$3.15M | 3 | 12.85% | Reduced |
|
| 990 |
Taurus Asset Management
New York
| $134M | -$2.07M | 5 | 15.58% | Reduced |
|
| 991 |
Equitable Holdings
New York
| $133M | +$12.5M | 9 | 1.92% | Increased |
|
| 992 |
U.S. Capital Wealth Advisors
Austin,
Texas
| $133M | -$5.58M | 8 | 6.33% | Reduced |
|
| 993 |
Granite Investment Partners
El Segundo,
California
| $133M | -$4.63M | 6 | 5.31% | Reduced |
|
| 994 |
Anomaly Capital Management
New York
| $133M | +$38.7M | 2 | 5.14% | Increased |
|
| 995 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| $133M | +$20M | 10 | 2.12% | Increased |
|
| 996 |
Moors & Cabot
Boston,
Massachusetts
| $133M | -$376K | 10 | 8.81% | Reduced |
|
| 997 |
Longbow Finance
Lutry,
Switzerland
| $132M | +$2.95M | 3 | 15.41% | Increased |
|
| 998 |
GA
GuoLine Advisory
Singapore
| $132M | +$21.8M | 2 | 26% | Increased |
|
| 999 |
PointState Capital
New York
| $132M | +$29.2M | 1 | 3.14% | Increased |
|
| 1000 |
Parthenon LLC
Louisville,
Kentucky
| $132M | -$4.11M | 6 | 19.01% | Reduced |
|