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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
Brookfield Corp
Brookfield Corp
Ontario, Canada
$229M +$244M 5 0.92% Increased
727
Himalaya Capital Management
Himalaya Capital Management
Washington
$229M $0 1 10.66% Maintained
728
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$227M -$503K 14 5.78% Reduced
729
KCM Investment Advisors
KCM Investment Advisors
California
$227M +$882K 8 9.03% Increased
730
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$227M +$6.95M 8 6.74% Increased
731
CPWM LLC
CPWM LLC
Washington
$225M -$30.3M 10 20.68% Reduced
732
CGL
Clarius Group LLC
Washington
$224M +$4.27M 10 20.06% Increased
733
Evergreen Capital Management
Evergreen Capital Management
Washington
$224M +$8.13M 10 10.1% Increased
734
Covington Capital Management
Covington Capital Management
California
$223M -$8.39M 18 8.45% Reduced
735
TT International Asset Management
TT International Asset Management
United Kingdom
$223M -$28.9M 5 12.41% Reduced
736
Capital Wealth Planning
Capital Wealth Planning
Florida
$223M +$6.3M 6 6.13% Increased
737
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$221M -$69.8M 2 22.98% Reduced
738
DAM
Davis Asset Management
California
$221M $0 2 11.43% Maintained
739
Walleye Trading
Walleye Trading
New York
$220M +$10.6M 16 0.79% Increased
740
Connectus Wealth
Connectus Wealth
Ohio
$220M +$662K 3 24.61% Increased
741
Madison Asset Management
Madison Asset Management
Wisconsin
$220M +$19M 7 3.03% Increased
742
Citizens Financial Group
Citizens Financial Group
Rhode Island
$218M -$13.2M 12 8.07% Reduced
743
Greenleaf Trust
Greenleaf Trust
Michigan
$218M +$8.25M 12 2.66% Increased
744
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$218M -$101K 4 29.06% Reduced
745
TCTC Holdings
TCTC Holdings
Texas
$218M -$312K 7 10.05% Reduced
746
Eastern Bank
Eastern Bank
Massachusetts
$217M +$732K 7 10.5% Increased
747
CF
Cypress Funds
California
$217M $0 2 18.18% Maintained
748
Aureus Asset Management
Aureus Asset Management
Massachusetts
$217M -$22M 5 14.28% Reduced
749
Scout Investments
Scout Investments
Missouri
$217M -$61.8M 4 3.23% Reduced
750
Blue Whale Capital
Blue Whale Capital
United Kingdom
$216M +$20.7M 3 20.51% Increased