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 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| $88M | +$18.7M | 2 | 2.92% | Increased |
|
| 1027 |
J.M. Forbes & Co
Boston,
Massachusetts
| $87.9M | +$303K | 5 | 15.68% | Increased |
|
| 1028 |
Night Owl Capital Management
Greenwich,
Connecticut
| $87.7M | +$275K | 3 | 20.91% | Increased |
|
| 1029 |
Majedie Asset Management
London,
United Kingdom
| $87.7M | +$3.74M | 4 | 6.7% | Increased |
|
| 1030 |
Ovata Capital Management
Hong Kong
| $87.6M | +$7.59M | 5 | 26.19% | Increased |
|
| 1031 |
Atika Capital Management
New York
| $87.3M | -$18.2M | 5 | 11.28% | Reduced |
|
| 1032 |
Main Street Research
Lakeville,
Connecticut
| $87.3M | +$7.04M | 6 | 13.69% | Increased |
|
| 1033 |
TCCM
Two Creeks Capital Management
New York
| $87.2M | $0 | 1 | 6.08% | Maintained |
|
| 1034 |
D.J. St. Germain
Springfield,
Massachusetts
| $87.1M | -$623K | 7 | 7.62% | Reduced |
|
| 1035 |
Middleton & Co
Boston,
Massachusetts
| $86.7M | -$818K | 5 | 12.48% | Reduced |
|
| 1036 |
Moors & Cabot
Boston,
Massachusetts
| $86.4M | +$5.32M | 13 | 9.21% | Increased |
|
| 1037 |
Atreides Management
Boston,
Massachusetts
| $86.3M | -$21.2M | 3 | 12.19% | Reduced |
|
| 1038 |
BFO
Boston Family Office
Boston,
Massachusetts
| $86.3M | -$523K | 6 | 8.39% | Reduced |
|
| 1039 |
Donaldson Capital Management
Evansville,
Indiana
| $86.3M | +$4.26M | 5 | 6.27% | Increased |
|
| 1040 |
Mark Asset Management
New York
| $86.1M | -$8.97M | 5 | 16.26% | Reduced |
|
| 1041 |
FIM
Frontier Investment Management
Dallas,
Texas
| $85.9M | +$984K | 9 | 5.31% | Increased |
|
| 1042 |
Quest Investment Management
Lake Oswego,
Oregon
| $85.7M | -$12.4M | 5 | 9.64% | Reduced |
|
| 1043 |
SCA
Snowden Capital Advisors
New York
| $85.4M | +$7.7M | 11 | 7.3% | Increased |
|
| 1044 |
Darrell & King
Charlottesville,
Virginia
| $85.4M | -$52.2M | 4 | 15.81% | Reduced |
|
| 1045 |
SFG
Sather Financial Group
Victoria,
Texas
| $85.3M | +$6.05M | 4 | 14.63% | Increased |
|
| 1046 |
TFM
TPI Fund Managers
London,
United Kingdom
| $85M | +$6.81M | 4 | 19.72% | Increased |
|
| 1047 |
LCM
Lomas Capital Management
New York
| $84.8M | -$147M | 2 | 18% | Reduced |
|
| 1048 |
Tokio Marine Asset Management
Tokyo,
Japan
| $84.7M | -$4.24M | 6 | 12.04% | Reduced |
|
| 1049 |
Meag Munich Ergo
Munich,
Germany
| $84.7M | +$7.17M | 6 | 15.89% | Increased |
|
| 1050 |
Ledyard National Bank
| $84.6M | -$807K | 6 | 11.28% | Reduced |
|