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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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$259M -$87.7M 15 3.25% Reduced
677
Colony Group
Colony Group
Massachusetts
$259M +$3.75M 11 4.96% Increased
678
Lannebo Fonder
Lannebo Fonder
Sweden
$258M -$6.4M 6 31.98% Reduced
679
SH
SeaTown Holdings
Singapore
$257M -$71.7M 3 11.41% Reduced
680
Quadrature Capital
Quadrature Capital
United Kingdom
$257M -$48.7M 8 9.32% Reduced
681
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$255M -$2.8M 5 29.55% Reduced
682
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$255M -$22.2M 5 13.01% Reduced
683
GW&K Investment Management
GW&K Investment Management
Massachusetts
$255M +$5.86M 4 2.28% Increased
684
TP
TenCore Partners
New York
$255M -$5.81M 4 35.2% Reduced
685
Hantz Financial Services
Hantz Financial Services
Michigan
$254M +$17.3M 12 8.31% Increased
686
SRS Investment Management
SRS Investment Management
New York
$254M -$14.9M 2 3.57% Reduced
687
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$254M +$2.66M 8 8.61% Increased
688
Segantii Capital Management
Segantii Capital Management
Hong Kong
$253M +$227M 1 8.19% Increased
689
Spyglass Capital Management
Spyglass Capital Management
California
$253M +$10.7M 1 5.81% Increased
690
Private Wealth Partners
Private Wealth Partners
California
$253M -$15.8M 6 23.51% Reduced
691
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$253M +$11.2M 17 8.05% Increased
692
Hancock Whitney
Hancock Whitney
Mississippi
$253M -$5.53M 8 8.84% Reduced
693
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$252M -$10.6M 15 15.75% Reduced
694
James Hambro & Partners
James Hambro & Partners
United Kingdom
$248M +$6.81M 4 18.47% Increased
695
AMI Asset Management
AMI Asset Management
California
$246M -$6.78M 3 12.32% Reduced
696
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$246M -$4.94M 6 14.04% Reduced
697
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$246M -$2.81M 5 10.5% Reduced
698
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$246M -$49.2M 6 3.75% Reduced
699
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$246M -$2.55M 12 13.67% Reduced
700
Regal Partners
Regal Partners
Australia
$245M -$4.6M 1 26.95% Reduced