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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
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$313M -$10.8M 5 12.96% Reduced
702
F/M Investments
F/M Investments
District of Columbia
$312M +$265M 6 11.27% Increased
703
Soros Fund Management
Soros Fund Management
New York
$311M -$44.2M 7 5.59% Reduced
704
WesBanco Bank
WesBanco Bank
West Virginia
$310M -$5.73M 8 11.58% Reduced
705
Optiver Holding
Optiver Holding
Netherlands
$310M +$219M 8 0.17% Increased
706
AMI Asset Management
AMI Asset Management
California
$309M -$5.18M 3 16.68% Reduced
707
Meitav Investment House
Meitav Investment House
Israel
$309M +$25.9M 8 5.49% Increased
708
Meag Munich Ergo
Meag Munich Ergo
Germany
$308M +$46.1M 9 10.23% Increased
709
Guinness Asset Management
Guinness Asset Management
United Kingdom
$307M -$41.1M 4 6.34% Reduced
710
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$306M -$9.19M 11 19.42% Reduced
711
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$306M +$3.45M 6 15.36% Increased
712
GMT Capital
GMT Capital
Georgia
$306M +$8.75M 6 11.31% Increased
713
PointState Capital
PointState Capital
New York
$306M -$295M 2 6.65% Reduced
714
Hancock Whitney
Hancock Whitney
Mississippi
$305M -$4.06M 7 10.36% Reduced
715
Woodline Partners
Woodline Partners
California
$304M +$25.9M 12 2.9% Increased
716
Select Equity Group
Select Equity Group
New York
$304M -$2.78M 3 1.2% Reduced
717
GTS Securities
GTS Securities
Florida
$304M +$33.2M 19 0.65% Increased
718
Confluence Investment Management
Confluence Investment Management
Missouri
$304M -$44.8M 4 4.38% Reduced
719
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$300M -$5.46M 10 3.96% Reduced
720
Eastern Bank
Eastern Bank
Massachusetts
$300M -$3.38M 6 12.1% Reduced
721
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$299M +$40.1M 8 5.26% Increased
722
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$298M +$29.7M 9 13.66% Increased
723
Axiom Advisory
Axiom Advisory
California
$297M +$293M 7 3.24% Increased
724
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$297M +$158M 4 18.81% Increased
725
IHL
Investment House LLC
California
$295M -$6.88M 9 16.84% Reduced