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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
726
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$440M +$23.8M 12 4.21% Increased
727
NZS Capital
NZS Capital
Colorado
$440M +$27.1M 5 11.4% Increased
728
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$438M +$12.4M 9 15.28% Increased
729
Gradient Investments
Gradient Investments
Minnesota
$436M -$9.34M 9 6.02% Reduced
730
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$433M +$139M 14 2.38% Increased
731
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$433M -$1.06M 6 24.8% Reduced
732
Strategy Capital
Strategy Capital
California
$432M -$12.1M 2 26.61% Reduced
733
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$431M +$2.34M 17 4.18% Increased
734
DAM
Davis Asset Management
California
$431M +$17.4M 5 10.91% Increased
735
Howland Capital Management
Howland Capital Management
Massachusetts
$430M +$11.6M 9 15.53% Increased
736
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$430M -$28.8M 15 3.18% Reduced
737
LMR Partners
LMR Partners
United Kingdom
$430M +$187M 18 1.6% Increased
738
Riverbridge Partners
Riverbridge Partners
Minnesota
$429M -$50.8M 5 11.98% Reduced
739
Nellore Capital Management
Nellore Capital Management
California
$429M -$4.09M 4 47.61% Reduced
740
Castleark Management
Castleark Management
Illinois
$428M +$36.6M 8 11.55% Increased
741
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$427M +$375M 4 7.43% Increased
742
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$427M -$819M 5 1.59% Reduced
743
CK
Cohen Klingenstein
New York
$426M -$1.02M 7 12.2% Reduced
744
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$426M +$46.4M 17 4.38% Increased
745
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$425M -$24.4M 3 16.92% Reduced
746
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$424M -$17.1M 24 10.96% Reduced
747
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$424M +$62.6M 1 6.02% Increased
748
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$422M +$33.9M 18 7.98% Increased
749
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$421M -$9.6M 2 26.56% Reduced
750
Perpetual Ltd
Perpetual Ltd
Australia
$421M -$50.4M 13 6.01% Reduced