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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
NWAM LLC
Mercer Island,
Washington
| $98.7M | -$1.82M | 10 | 9.83% | Reduced |
|
| 1102 |
Bragg Financial Advisors
Charlotte,
North Carolina
| $98.4M | +$1.7M | 8 | 6.62% | Increased |
|
| 1103 |
AFT
Alpha Family Trust
Los Angeles,
California
| $98.2M | +$12.1M | 5 | 45.52% | Increased |
|
| 1104 |
IP
Interval Partners
New York
| $98.1M | +$24.2M | 5 | 3.79% | Increased |
|
| 1105 |
SouthState Corp
Winter Haven,
Florida
| $98M | -$6.19M | 7 | 9.16% | Reduced |
|
| 1106 |
ARS Investment Partners
New York
| $97.9M | -$1.43M | 6 | 11.37% | Reduced |
|
| 1107 |
Sepio Capital
Salt Lake City,
Utah
| $97.8M | +$12.5M | 11 | 9.01% | Increased |
|
| 1108 |
Lincoln National Corp
Radnor,
Pennsylvania
| $97.6M | +$2.75M | 12 | 2.41% | Increased |
|
| 1109 |
Woodstock Corp
Boston,
Massachusetts
| $97.4M | -$1.24M | 9 | 12.38% | Reduced |
|
| 1110 |
Giverny Capital
Montreal,
Quebec, Canada
| $97.3M | +$751K | 4 | 6.51% | Increased |
|
| 1111 |
Ledyard National Bank
| $97.1M | -$344K | 7 | 10.46% | Reduced |
|
| 1112 |
Stack Financial Management
Whitefish,
Montana
| $96.8M | +$90.7K | 1 | 8.18% | Increased |
|
| 1113 |
Scout Investments
Kansas City,
Missouri
| $96.5M | +$5.25M | 4 | 1.45% | Increased |
|
| 1114 |
KC
Keenan Capital
Burlingame,
California
| $96M | +$3.32M | 3 | 15.97% | Increased |
|
| 1115 |
ExodusPoint Capital Management
New York
| $95.6M | -$1.01B | 17 | 1.39% | Reduced |
|
| 1116 |
PCM
Prime Capital Management
Hong Kong
| $95.6M | $0 | 1 | 17.43% | Maintained |
|
| 1117 |
PEAK6 Investments
Chicago,
Illinois
| $95.5M | -$283M | 20 | 0.23% | Reduced |
|
| 1118 |
Matthews International Capital Management
San Francisco,
California
| $95.4M | +$20.6M | 3 | 3.99% | Increased |
|
| 1119 |
Atika Capital Management
New York
| $95.4M | -$8.45M | 6 | 8.28% | Reduced |
|
| 1120 |
Cornerstone Investment Partners
Atlanta,
Georgia
| $95.4M | -$7.71M | 5 | 5.13% | Reduced |
|
| 1121 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $95.3M | -$1.13M | 5 | 8.93% | Reduced |
|
| 1122 |
Pathstone Family Office
Englewood,
New Jersey
| $95M | +$44.4M | 11 | 3.21% | Increased |
|
| 1123 |
Overbrook Management Corp
New York
| $94.8M | +$12.5M | 6 | 21.09% | Increased |
|
| 1124 |
First Quadrant
Glendale,
California
| $94.8M | -$1.43M | 7 | 10.08% | Reduced |
|
| 1125 |
Asset Advisors Investment Management
Augusta,
Georgia
| $94.7M | -$823K | 3 | 11.06% | Reduced |
|