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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
676
TP
Thunderbird Partners
United Kingdom
$268M +$4.33M 2 24.05% Increased
677
Cannell & Spears
Cannell & Spears
New York
$267M -$13.5M 9 19.21% Reduced
678
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$267M +$2.63M 9 5.93% Increased
679
Private Wealth Partners
Private Wealth Partners
California
$267M +$2.93M 6 24.71% Increased
680
TP
TenCore Partners
New York
$266M -$32.6M 4 38.37% Reduced
681
Capital International
Capital International
California
$266M +$14.8M 4 14.66% Increased
682
RWC Asset Management
RWC Asset Management
United Kingdom
$265M +$12M 4 7.57% Increased
683
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$263M +$201M 9 5.55% Increased
684
TI
TRG Investments
Virginia
$262M $0 1 100% Maintained
685
Regal Partners
Regal Partners
Australia
$262M -$7.99M 1 20.69% Reduced
686
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$261M +$5.89M 10 8.01% Increased
687
Osterweis Capital Management
Osterweis Capital Management
California
$260M +$23.9M 6 13.38% Increased
688
Atria Investments
Atria Investments
North Carolina
$259M +$13.4M 12 5% Increased
689
Vantage Investment Partners
Vantage Investment Partners
Missouri
$258M +$4.07M 3 12.38% Increased
690
Lannebo Fonder
Lannebo Fonder
Sweden
$256M -$7.32M 6 31.46% Reduced
691
BP
BFAM Partners
Hong Kong
$256M +$239M 1 31.07% Increased
692
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$254M +$8.01M 7 17.24% Increased
693
Hancock Whitney
Hancock Whitney
Mississippi
$254M -$7.81M 9 8.1% Reduced
694
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$254M +$23.9M 15 15.13% Increased
695
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$253M -$6.18M 7 10.6% Reduced
696
Saturna Capital
Saturna Capital
Washington
$253M +$44.4M 5 5.19% Increased
697
Tiedemann Advisors
Tiedemann Advisors
New York
$253M -$370K 9 10.13% Reduced
698
Frontier Capital Management
Frontier Capital Management
Massachusetts
$253M +$17.1M 2 1.85% Increased
699
Unigestion Holding
Unigestion Holding
Switzerland
$252M +$66.8M 7 9.08% Increased
700
CPWM LLC
CPWM LLC
Washington
$251M -$8.59M 9 18.89% Reduced