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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| $178M | +$20M | 3 | 23.55% | Increased |
|
| 1177 |
HUB Investment Partners
Austin,
Texas
| $178M | -$45.2M | 16 | 5.92% | Reduced |
|
| 1178 |
Abner Herrman & Brock
Jersey City,
New Jersey
| $178M | +$319K | 6 | 18.34% | Increased |
|
| 1179 |
DFO
Duquesne Family Office
New York
| $178M | +$60.1M | 4 | 4.37% | Increased |
|
| 1180 |
Cortland Associates
St Louis,
Missouri
| $177M | -$9.6M | 5 | 20.96% | Reduced |
|
| 1181 |
JC
JBF Capital
Aspen,
Colorado
| $177M | +$16.1M | 3 | 25.05% | Increased |
|
| 1182 |
TruWealth Advisors
Metairie,
Louisiana
| $177M | +$1.91M | 6 | 8.93% | Increased |
|
| 1183 |
Wahed Invest
New York
| $176M | -$788K | 5 | 24% | Reduced |
|
| 1184 |
TCOT
Trust Company of Toledo
Holland,
Ohio
| $175M | +$791K | 13 | 17.58% | Increased |
|
| 1185 |
Turiya Advisors Asia
Hong Kong
| $175M | -$21.4M | 1 | 46.42% | Reduced |
|
| 1186 |
Granite Investment Partners
El Segundo,
California
| $175M | -$11.6M | 6 | 9.93% | Reduced |
|
| 1187 |
Bristlecone Advisors
Bellevue,
Washington
| $175M | -$53.8M | 7 | 14.6% | Reduced |
|
| 1188 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| $175M | -$18.4M | 16 | 8.08% | Reduced |
|
| 1189 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| $174M | +$15.2M | 7 | 7.32% | Increased |
|
| 1190 |
Keystone Investors
Singapore
| $174M | +$72.6M | 7 | 20.13% | Increased |
|
| 1191 |
Cullen Capital Management
New York
| $174M | -$8.09M | 5 | 1.9% | Reduced |
|
| 1192 |
UAM
UAS Asset Management
New York
| $173M | -$6.52M | 4 | 36.68% | Reduced |
|
| 1193 |
Penn Davis McFarland
Dallas,
Texas
| $173M | -$4.19M | 5 | 17.88% | Reduced |
|
| 1194 |
Circle Wealth Management
Summit,
New Jersey
| $172M | +$3.26M | 9 | 3.35% | Increased |
|
| 1195 |
OC
Oakmont Corp
Los Angeles,
California
| $172M | -$28.8M | 4 | 30.69% | Reduced |
|
| 1196 |
Principle Wealth Partners
Madison,
Connecticut
| $171M | -$1.44M | 6 | 9.93% | Reduced |
|
| 1197 |
TBBL
True Blue (BVI) Ltd
Road Town, Tortola,
| $171M | $0 | 3 | 82.03% | Maintained |
|
| 1198 |
EARNEST Partners
Atlanta,
Georgia
| $170M | -$991K | 6 | 0.74% | Reduced |
|
| 1199 |
Ceredex Value Advisors
Orlando,
Florida
| $170M | +$106M | 3 | 3.95% | Increased |
|
| 1200 |
Dundas Partners
Edinburgh,
United Kingdom
| $170M | $0 | 2 | 12.01% | Maintained |
|