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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Welch Group
Birmingham,
Alabama
| $65.3M | -$1.43M | 5 | 6.71% | Reduced |
|
| 1027 |
Rampart Investment Management
Hartford,
Connecticut
| $65.3M | +$468K | 10 | 8.1% | Increased |
|
| 1028 |
RNC Capital Management
Los Angeles,
California
| $65.2M | -$1.87M | 7 | 4.64% | Reduced |
|
| 1029 |
Amica Mutual Insurance
Providence,
Rhode Island
| $65.1M | -$733K | 8 | 8.25% | Reduced |
|
| 1030 |
Riverpark Capital Management
New York
| $65M | -$13.4M | 6 | 18.45% | Reduced |
|
| 1031 |
Adell Harriman & Carpenter
Houston,
Texas
| $65M | -$1.16M | 6 | 11.77% | Reduced |
|
| 1032 |
Kingstown Capital Management
New York
| $64.9M | +$35.6M | 2 | 16.11% | Increased |
|
| 1033 |
H2O AM
London,
United Kingdom
| $64.9M | -$56.3M | 5 | 11.12% | Reduced |
|
| 1034 |
Woodstock Corp
Boston,
Massachusetts
| $64.7M | -$544K | 9 | 11.27% | Reduced |
|
| 1035 |
Old Republic International (ORI)
Chicago,
Illinois
| $64.7M | -$17.9M | 1 | 1.73% | Reduced |
|
| 1036 |
AP
Archon Partners
Princeton Junction,
New Jersey
| $64.6M | $0 | 4 | 12.54% | Maintained |
|
| 1037 |
Cobblestone Capital Advisors
Rochester,
New York
| $64.3M | +$496K | 8 | 6.41% | Increased |
|
| 1038 |
HRT Financial
New York
| $64.3M | +$14.7M | 11 | 3.03% | Increased |
|
| 1039 |
Dearborn Partners
Chicago,
Illinois
| $64.2M | +$879K | 6 | 3.71% | Increased |
|
| 1040 |
Capital International Sarl
Los Angeles,
California
| $63.9M | -$14.2M | 7 | 11.01% | Reduced |
|
| 1041 |
Bronte Capital Management
Bondi Junction,
Australia
| $63.8M | +$11.4M | 2 | 17.65% | Increased |
|
| 1042 |
Waters Parkerson & Co
New Orleans,
Louisiana
| $63.7M | -$981K | 6 | 5.14% | Reduced |
|
| 1043 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| $63.7M | $0 | 2 | 37.18% | Maintained |
|
| 1044 |
CDH
Charles D. Hyman
| $63.6M | +$11.4K | 6 | 6.66% | Increased |
|
| 1045 |
MGM
Miura Global Management
New York
| $63.6M | +$13.2M | 3 | 11.19% | Increased |
|
| 1046 |
TownSquare Capital
Provo,
Utah
| $63.3M | +$1.57M | 9 | 5.24% | Increased |
|
| 1047 |
Cubist Systematic Strategies
Stamford,
Connecticut
| $63.2M | -$45.6M | 18 | 1.26% | Reduced |
|
| 1048 |
HoyleCohen
San Diego,
California
| $63M | -$453K | 7 | 10.74% | Reduced |
|
| 1049 |
Ancora Advisors
Cleveland,
Ohio
| $63M | +$10.2M | 7 | 2.75% | Increased |
|
| 1050 |
Tikehau Investment Management
Paris,
France
| $62.9M | +$17.5M | 2 | 14.15% | Increased |
|