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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
SignatureFD
Atlanta,
Georgia
| $102M | +$5.47M | 29 | 2.77% | Increased |
|
| 1052 |
SCM
Steadfast Capital Management
New York
| $102M | -$56.4M | 1 | 3.06% | Reduced |
|
| 1053 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $101M | -$5.68M | 5 | 5.51% | Reduced |
|
| 1054 |
Equitable Holdings
New York
| $101M | +$3.93M | 8 | 1.62% | Increased |
|
| 1055 |
Kadensa Capital
Central,
Hong Kong
| $101M | +$16.9M | 2 | 20.19% | Increased |
|
| 1056 |
Jag Capital Management
St Louis,
Missouri
| $101M | -$132K | 5 | 13.03% | Reduced |
|
| 1057 |
Aaron Wealth Advisors
Chicago,
Illinois
| $101M | -$6M | 7 | 13.85% | Reduced |
|
| 1058 |
Kirkoswald Asset Management
New York
| $101M | +$98.7M | 1 | 47.02% | New |
|
| 1059 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $101M | +$447K | 7 | 10.66% | Increased |
|
| 1060 |
Cullen Capital Management
New York
| $100M | +$23.5M | 4 | 0.92% | Increased |
|
| 1061 |
Two Sigma Securities
New York
| $100M | +$54.4M | 16 | 2.01% | Increased |
|
| 1062 |
Fullerton Fund Management
Singapore
| $100M | +$8.55M | 3 | 7.62% | Increased |
|
| 1063 |
Caprock Group
Boise,
Idaho
| $100M | +$10.1M | 12 | 7.75% | Increased |
|
| 1064 |
Point72 Hong Kong
Hong Kong
| $100M | +$27.2M | 2 | 24.34% | Increased |
|
| 1065 |
Savant Capital
Rockford,
Illinois
| $100M | +$15.8M | 10 | 1.85% | Increased |
|
| 1066 |
Styrax Capital
New York
| $99.4M | -$37.2M | 1 | 15.55% | Reduced |
|
| 1067 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| $99.3M | +$16.7M | 6 | 1.98% | Increased |
|
| 1068 |
Brookstone Capital Management
Wheaton,
Illinois
| $99.1M | +$14.4M | 7 | 1.93% | Increased |
|
| 1069 |
Waters Parkerson & Co
New Orleans,
Louisiana
| $99M | +$674K | 6 | 5.85% | Increased |
|
| 1070 |
Amica Mutual Insurance
Providence,
Rhode Island
| $99M | -$502K | 4 | 11.04% | Reduced |
|
| 1071 |
Cornerstone Investment Partners
Atlanta,
Georgia
| $98.8M | -$5.14M | 2 | 6.55% | Reduced |
|
| 1072 |
MCI
McDonald Capital Investors
Orinda,
California
| $98.4M | +$61.5M | 3 | 7.49% | Increased |
|
| 1073 |
Central Securities
New York
| $97.7M | -$2.55M | 3 | 12.18% | Reduced |
|
| 1074 |
Madrona Venture Group
Seattle,
Washington
| $97.5M | $0 | 1 | 39.51% | Maintained |
|
| 1075 |
Grimes & Company
Westborough,
Massachusetts
| $97.3M | +$9.6M | 9 | 3.99% | Increased |
|