← All themes

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
651
Westwood Holdings Group
Westwood Holdings Group
Texas
$440M -$3.65M 11 3.2% Reduced
652
SCA
Southpoint Capital Advisors
New York
$439M +$12M 3 9.03% Increased
653
Cincinnati Insurance
Cincinnati Insurance
Ohio
$438M $0 1 6.62% Maintained
654
MC
Metropolis Capital
United Kingdom
$436M +$142M 1 14.72% Increased
655
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$435M -$14.2M 6 19.55% Reduced
656
Simplex Trading
Simplex Trading
Illinois
$435M +$313M 19 0.29% Increased
657
GPCM
Greenbrier Partners Capital Management
Texas
$435M -$5.05M 4 33.48% Reduced
658
Metis Global Partners
Metis Global Partners
California
$431M -$16.9M 14 10.58% Reduced
659
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$429M +$1.85M 19 8.71% Increased
660
SurgoCap Partners
SurgoCap Partners
New York
$427M +$74.9M 1 14.26% Increased
661
Riverbridge Partners
Riverbridge Partners
Minnesota
$427M -$41M 5 10.44% Reduced
662
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$426M +$205M 23 3.4% Increased
663
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$425M -$5.74M 9 9.14% Reduced
664
Parallel Advisors
Parallel Advisors
California
$423M +$4.86M 32 7.61% Increased
665
Farther Finance Advisors
Farther Finance Advisors
California
$419M +$31.4M 36 3.96% Increased
666
Sterling Capital Management
Sterling Capital Management
North Carolina
$417M -$119M 29 7.9% Reduced
667
Callan Family Office
Callan Family Office
Pennsylvania
$416M -$15.8M 17 9.44% Reduced
668
ROIC
Route One Investment Company
California
$413M -$23.3M 2 17.57% Reduced
669
OPFM
Optimus Prime Fund Management
Cayman Islands
$410M +$66.7M 4 39.51% Increased
670
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$410M +$2.9M 7 12.75% Increased
671
Chilton Capital Management
Chilton Capital Management
Texas
$410M +$3.28M 11 14.27% Increased
672
Advisory Services Network
Advisory Services Network
Georgia
$410M +$24.1M 35 5.45% Increased
673
CA
Cornerstone Advisors
North Carolina
$410M -$28.3M 4 15.07% Reduced
674
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$408M -$2.49M 7 12.39% Reduced
675
IMC Chicago
IMC Chicago
Illinois
$408M +$171M 23 0.15% Increased