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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
701
Woodline Partners
Woodline Partners
California
$293M +$48.4M 8 2.7% Increased
702
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$291M -$5.75M 6 12.09% Reduced
703
Private Wealth Partners
Private Wealth Partners
California
$291M -$1.5M 7 23.26% Reduced
704
WesBanco Bank
WesBanco Bank
West Virginia
$289M +$87.6M 8 10.92% Increased
705
Ninety One North America
Ninety One North America
New York
$288M +$19.5M 2 14% Increased
706
Dakota Wealth Management
Dakota Wealth Management
Florida
$287M +$46.3M 9 7.14% Increased
707
Spire Wealth Management
Spire Wealth Management
Virginia
$287M -$4.9M 21 5.21% Reduced
708
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$287M +$4.3M 7 7.73% Increased
709
Strategy Capital
Strategy Capital
California
$287M +$5.3M 2 29.11% Increased
710
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$286M -$11.1M 13 20.36% Reduced
711
Martingale Asset Management
Martingale Asset Management
Massachusetts
$285M +$15M 9 5.69% Increased
712
Avantax Advisory Services
Avantax Advisory Services
Texas
$285M +$15.8M 16 2.53% Increased
713
Alpha Cubed Investments
Alpha Cubed Investments
California
$285M +$2.98M 7 14.89% Increased
714
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$285M -$63M 20 1.62% Reduced
715
AMI Asset Management
AMI Asset Management
California
$284M +$6.89M 3 14.5% Increased
716
EC
Eminence Capital
New York
$284M +$31M 2 4.02% Increased
717
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$282M +$26.6M 6 8.69% Increased
718
Rheos Capital Works
Rheos Capital Works
Japan
$282M +$9.8M 4 13.5% Increased
719
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$282M -$8.43M 9 3.79% Reduced
720
Hancock Whitney
Hancock Whitney
Mississippi
$281M +$3.12M 7 9.72% Increased
721
Coronation Fund Managers
Coronation Fund Managers
South Africa
$280M -$2.75M 5 7.63% Reduced
722
HMP
HS Management Partners
New York
$280M +$30.3M 2 12.83% Increased
723
Ziegler Capital Management
Ziegler Capital Management
Illinois
$279M -$10.9M 6 10.67% Reduced
724
Chilton Capital Management
Chilton Capital Management
Texas
$279M +$8.37M 8 13.19% Increased
725
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$277M -$2.53M 14 12.05% Reduced