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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
Anomaly Capital Management
Anomaly Capital Management
New York
$316M +$19.4M 3 9.35% Increased
727
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$316M -$19.6M 9 13.34% Reduced
728
NAM
NorthCrest Asset Manangement
Minnesota
$315M +$4.33M 8 9.43% Increased
729
Congress Wealth Management
Congress Wealth Management
Massachusetts
$314M -$9.15M 9 4.32% Reduced
730
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$314M -$2.49M 10 3.87% Reduced
731
Formuepleje A/S
Formuepleje A/S
Denmark
$314M -$12M 4 16.92% Reduced
732
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$313M -$24.8M 7 5.63% Reduced
733
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$313M -$1.98M 5 31.31% Reduced
734
Miracle Mile Advisors
Miracle Mile Advisors
California
$313M +$70.1M 11 6.34% Increased
735
Public Investment Fund
Public Investment Fund
Saudi Arabia
$312M +$93.7M 2 1.17% Increased
736
Nellore Capital Management
Nellore Capital Management
California
$311M -$8.29M 4 40.66% Reduced
737
Shell Asset Management
Shell Asset Management
Netherlands
$311M -$11.7M 17 13.59% Reduced
738
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$310M -$183M 3 7.45% Reduced
739
Alta Capital Management
Alta Capital Management
Utah
$310M -$5.98M 5 18.44% Reduced
740
Parallel Advisors
Parallel Advisors
California
$310M +$9.9M 32 6.96% Increased
741
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$308M +$8.62M 12 6% Increased
742
HC
Henshaw Capital
Massachusetts
$308M +$639K 6 12.82% Increased
743
Centiva Capital
Centiva Capital
New York
$306M +$182M 17 6.3% Increased
744
Patient Capital Management
Patient Capital Management
Maryland
$305M -$273K 3 14.07% Reduced
745
Gradient Investments
Gradient Investments
Minnesota
$305M +$23.3M 6 6.17% Increased
746
Metropolis Capital
Metropolis Capital
United Kingdom
$304M +$2.61M 1 10.66% Increased
747
XN LP
XN LP
New York
$303M +$7.3M 3 11.97% Increased
748
AMI Asset Management
AMI Asset Management
California
$302M -$7.26M 3 16.07% Reduced
749
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$301M +$38.6M 12 6.95% Increased
750
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$301M -$477K 7 13.99% Reduced