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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Think Investments
San Francisco,
California
| $86.7M | +$6.67M | 3 | 15.99% | Increased |
|
| 1077 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| $86.6M | +$21.1M | 4 | 21.09% | Increased |
|
| 1078 |
HP
Hound Partners
New York
| $86.2M | -$33.5M | 3 | 5.84% | Reduced |
|
| 1079 |
HoyleCohen
San Diego,
California
| $86.2M | -$2.64M | 8 | 12.68% | Reduced |
|
| 1080 |
Claar Advisors
New York
| $86M | -$5.46M | 4 | 34.41% | Reduced |
|
| 1081 |
Beaumont Financial Advisors
Needham,
Massachusetts
| $85.9M | +$3.32M | 9 | 8.21% | Increased |
|
| 1082 |
Stack Financial Management
Whitefish,
Montana
| $85.9M | +$155K | 1 | 8.63% | Increased |
|
| 1083 |
ThornTree Capital Partners
Boston,
Massachusetts
| $85.9M | -$8.13M | 3 | 12.18% | Reduced |
|
| 1084 |
KG Funds Management
New York
| $85.8M | +$23.4M | 3 | 12.4% | Increased |
|
| 1085 |
Petrus Trust Company
Dallas,
Texas
| $85.8M | -$149K | 3 | 8.94% | Reduced |
|
| 1086 |
Aravt Global
New York
| $85.8M | +$8.84M | 3 | 23.25% | Increased |
|
| 1087 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| $85.8M | -$17.5M | 2 | 27.49% | Reduced |
|
| 1088 |
Summit Global Investments
Bountiful,
Utah
| $85.7M | +$1.21M | 5 | 8.86% | Increased |
|
| 1089 |
Strategy Capital
Los Altos,
California
| $85.5M | +$9.45M | 1 | 12.18% | Increased |
|
| 1090 |
Harbor Investment Advisory
Lutherville,
Maryland
| $85.4M | -$2.27M | 19 | 16.34% | Reduced |
|
| 1091 |
Meag Munich Ergo
Munich,
Germany
| $85.3M | -$10.3M | 6 | 15.84% | Reduced |
|
| 1092 |
APA
American Portfolios Advisors
Holbrook,
New York
| $85.3M | +$1.28M | 27 | 4.92% | Increased |
|
| 1093 |
IGYL
I.G.Y. Ltd
London,
United Kingdom
| $85M | $0 | 1 | 52.73% | Maintained |
|
| 1094 |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $84.9M | +$1.29M | 5 | 26.34% | Increased |
|
| 1095 |
CCMD
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $84.7M | +$5.85K | 8 | 12.99% | Increased |
|
| 1096 |
SteelPeak Wealth
Woodland Hills,
California
| $84.6M | +$9.9M | 8 | 9.08% | Increased |
|
| 1097 |
Carret Asset Management
New York
| $84.4M | -$674K | 8 | 12.77% | Reduced |
|
| 1098 |
Tikehau Investment Management
Paris,
France
| $84.1M | +$26.7M | 2 | 17.76% | Increased |
|
| 1099 |
PAM
Private Asset Management
San Diego,
California
| $83.8M | +$30.3K | 7 | 13.94% | Increased |
|
| 1100 |
Welch Group
Birmingham,
Alabama
| $83.4M | +$310K | 6 | 7.28% | Increased |
|