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 |
AC
Apertura Capital
Dallas,
Texas
| $29.1M | +$27.4M | 2 | 11.01% | New |
|
| 1127 |
YCG LLC
Austin,
Texas
| $29.1M | -$4.05M | 3 | 8.09% | Reduced |
|
| 1128 |
SouthState Corp
Winter Haven,
Florida
| $29.1M | +$1.18M | 6 | 4.56% | Increased |
|
| 1129 |
Choate Investment Advisors
Boston,
Massachusetts
| $29M | +$10.5M | 7 | 2.11% | Increased |
|
| 1130 |
Pitcairn
Conshohocken,
Pennsylvania
| $29M | +$2.14M | 10 | 3.22% | Increased |
|
| 1131 |
TCSAM
Tyrus Capital S.A.M.
Monaco
| $28.9M | +$27.5M | 2 | 6.72% | New |
|
| 1132 |
KCM Investment Advisors
Greenbrae,
California
| $28.9M | +$1.54M | 7 | 2.28% | Increased |
|
| 1133 |
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $28.9M | +$12.4M | 9 | 3.38% | Increased |
|
| 1134 |
CL
Croft-Leominster
Baltimore,
Maryland
| $28.8M | +$6.05M | 4 | 6.21% | Increased |
|
| 1135 |
Atika Capital Management
New York
| $28.8M | +$16.3M | 3 | 14.81% | Increased |
|
| 1136 |
Catalyst Capital Advisors
Huntington,
New York
| $28.8M | +$14.3M | 6 | 4.17% | Increased |
|
| 1137 |
Murphy Capital Management
Bedminster,
New Jersey
| $28.7M | +$3.14M | 7 | 4.38% | Increased |
|
| 1138 |
Caxton Associates (New York)
New York
| $28.7M | +$12.9M | 3 | 4.57% | Increased |
|
| 1139 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| $28.6M | +$6M | 4 | 7.03% | Increased |
|
| 1140 |
Diversified Trust
Memphis,
Tennessee
| $28.5M | +$479K | 7 | 3.05% | Increased |
|
| 1141 |
CWM
Concert Wealth Management
San Jose,
California
| $28.5M | -$5.51M | 7 | 3.8% | Reduced |
|
| 1142 |
Jacobs & Co
San Francisco,
California
| $28.4M | +$1.23M | 6 | 7.35% | Increased |
|
| 1143 |
Loews Corp
New York
| $28.1M | -$3.17M | 5 | 0.22% | Reduced |
|
| 1144 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| $28.1M | +$453K | 5 | 3.91% | Increased |
|
| 1145 |
Giverny Capital
Montreal,
Quebec, Canada
| $28M | -$108K | 2 | 5.58% | Reduced |
|
| 1146 |
KFS
Kurt F. Somerville
| $27.8M | +$2.96M | 5 | 6.35% | Increased |
|
| 1147 |
Goelzer Investment Management
Carmel,
Indiana
| $27.8M | +$2.25M | 7 | 4.05% | Increased |
|
| 1148 |
Hudson Bay Capital Management
Stamford,
Connecticut
| $27.7M | -$98.4M | 1 | 1.57% | Reduced |
|
| 1149 |
CTC (Chicago Trading Company)
Chicago,
Illinois
| $27.6M | +$25.3M | 1 | 11.25% | New |
|
| 1150 |
Sylebra Capital (HK)
Hong Kong
| $27.6M | +$687K | 1 | 2.6% | Increased |
|