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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
Prelude Capital Management
New York
| $64.7M | +$24.4M | 13 | 2.32% | Increased |
|
| 1277 |
Integrated Advisors Network
Dallas,
Texas
| $64.7M | -$1.84M | 10 | 4.4% | Reduced |
|
| 1278 |
BPIH
Broad Peak Investment Holdings
Singapore
| $64.6M | $0 | 1 | 18.18% | Maintained |
|
| 1279 |
MGO One Seven
Beachwood,
Ohio
| $64.4M | +$1.19M | 11 | 2.49% | Increased |
|
| 1280 |
Credential Qtrade Securities
Vancouver,
| $64.3M | +$4.43M | 9 | 4.99% | Increased |
|
| 1281 |
Mark Asset Management
New York
| $64.2M | +$1.24M | 4 | 15.82% | Increased |
|
| 1282 |
HP
Hound Partners
New York
| $64.1M | -$86.4M | 2 | 12.17% | Reduced |
|
| 1283 |
Quadrature Capital
London,
United Kingdom
| $64M | -$104M | 7 | 2.07% | Reduced |
|
| 1284 |
Palisade Asset Management
Minneapolis,
Minnesota
| $64M | +$725K | 7 | 8.77% | Increased |
|
| 1285 |
IHT Wealth Management
Chicago,
Illinois
| $63.9M | +$13.3M | 9 | 4.85% | Increased |
|
| 1286 |
Valley Wealth Managers
Paramus,
New Jersey
| $63.8M | -$1.63M | 10 | 6.37% | Reduced |
|
| 1287 |
Telemus Capital
Southfield,
Michigan
| $63.8M | +$3.15M | 7 | 6.55% | Increased |
|
| 1288 |
Sand Hill Global Advisors
Palo Alto,
California
| $63.7M | +$22.1M | 6 | 4.01% | Increased |
|
| 1289 |
SP
Solel Partners
Boston,
Massachusetts
| $63.2M | +$23.9M | 2 | 11.36% | Increased |
|
| 1290 |
Cat Rock Capital Management
Greenwich,
Connecticut
| $63.1M | $0 | 1 | 14.07% | Maintained |
|
| 1291 |
Rothschild Investment LLC
Chicago,
Illinois
| $63.1M | +$60.2K | 8 | 6.24% | Increased |
|
| 1292 |
Noked Capital
Tel Aviv,
Israel
| $63M | +$21.6M | 5 | 6.66% | Increased |
|
| 1293 |
Noked Israel
Ramat Hasharon,
Israel
| $63M | +$21.6M | 5 | 15.33% | Increased |
|
| 1294 |
E Fund Management
Guangzhou,
China
| $63M | +$804K | 7 | 5.86% | Increased |
|
| 1295 |
Ally Financial
Detroit,
Michigan
| $62.9M | $0 | 4 | 10.38% | Maintained |
|
| 1296 |
CMG
Cavalry Management Group
San Francisco,
California
| $62.7M | +$12.5M | 2 | 7.89% | Increased |
|
| 1297 |
Van Hulzen Asset Management
El Dorado Hills,
California
| $62.7M | +$3.44M | 7 | 7.73% | Increased |
|
| 1298 |
Novare Capital Management
Charlotte,
North Carolina
| $62.6M | +$528K | 6 | 8.01% | Increased |
|
| 1299 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $62.5M | -$2.12M | 8 | 5.87% | Reduced |
|
| 1300 |
Pallas Capital Advisors
Braintree,
Massachusetts
| $62.4M | +$2.74M | 6 | 6.94% | Increased |
|