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 | |
|---|---|---|---|---|---|---|---|
| 1126 |
Hoey Investments
Coatesville,
Pennsylvania
| $202M | +$1.37M | 12 | 26.14% | Increased |
|
| 1127 |
AlphaCore Capital
La Jolla,
California
| $202M | +$68.9M | 21 | 3.72% | Increased |
|
| 1128 |
Kanawha Capital Management
Richmond,
Virginia
| $201M | +$3.02M | 6 | 13.11% | Increased |
|
| 1129 |
Penn Davis McFarland
Dallas,
Texas
| $201M | -$3.98M | 4 | 17.89% | Reduced |
|
| 1130 |
CreativeOne Wealth
Overland Park,
Kansas
| $201M | -$27.4M | 14 | 4.33% | Reduced |
|
| 1131 |
Kintegral Advisory
New York
| $201M | $0 | 9 | 16.27% | Maintained |
|
| 1132 |
Fortis Capital Management
Bellevue,
Washington
| $201M | +$10.6M | 7 | 22.43% | Increased |
|
| 1133 |
JCM
Jag Capital Management
St Louis,
Missouri
| $200M | +$17.9M | 8 | 18.72% | Increased |
|
| 1134 |
Donaldson Capital Management
Evansville,
Indiana
| $200M | +$4.92M | 6 | 5.71% | Increased |
|
| 1135 |
Levin Capital Strategies
New York
| $200M | +$6.46M | 5 | 13.4% | Increased |
|
| 1136 |
PFG Investments
Woodbury,
New York
| $199M | +$17.4M | 14 | 7.71% | Increased |
|
| 1137 |
Montag & Associates
Atlanta,
Georgia
| $199M | -$8M | 17 | 8.4% | Reduced |
|
| 1138 |
Kimelman & Baird
New York
| $199M | -$729K | 8 | 14.65% | Reduced |
|
| 1139 |
Coronation Fund Managers
Cape Town,
South Africa
| $198M | +$19.4M | 3 | 7.58% | Increased |
|
| 1140 |
Formuepleje A/S
Aarhus C,
Denmark
| $198M | +$8.34M | 4 | 15.51% | Increased |
|
| 1141 |
YHB Investment Advisors
West Hartford,
Connecticut
| $198M | -$23.3M | 6 | 12.66% | Reduced |
|
| 1142 |
Cartenna Capital
Stamford,
Connecticut
| $197M | +$85.6M | 2 | 4.69% | Increased |
|
| 1143 |
Gladstone Capital Management
London,
United Kingdom
| $197M | -$203M | 5 | 19.49% | Reduced |
|
| 1144 |
Callahan Advisors
Houston,
Texas
| $197M | -$4.25M | 6 | 14.85% | Reduced |
|
| 1145 |
AlTi Global
New York
| $197M | -$2.26M | 12 | 4.07% | Reduced |
|
| 1146 |
Rheos Capital Works
Tokyo,
Japan
| $197M | -$22.7M | 7 | 11.21% | Reduced |
|
| 1147 |
SONA Asset Management (US)
New York
| $197M | +$162M | 8 | 4.13% | Increased |
|
| 1148 |
Parallax Volatility Advisers
San Francisco,
California
| $196M | +$24.9M | 17 | 0.33% | Increased |
|
| 1149 |
TP
Theleme Partners
London,
United Kingdom
| $196M | +$21.8M | 1 | 11.65% | Increased |
|
| 1150 |
Savvy Advisors Inc
New York
| $196M | +$24.6M | 14 | 4.16% | Increased |
|