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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
751
FI
Focused Investors
California
$268M -$7.66M 2 8.61% Reduced
752
Samlyn Capital
Samlyn Capital
New York
$266M -$73M 2 3.94% Reduced
753
Old National Bancorp
Old National Bancorp
Indiana
$265M -$13.2M 9 6.98% Reduced
754
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$264M +$4.95M 10 8.28% Increased
755
HC
Henshaw Capital
Massachusetts
$263M +$712K 6 11.6% Increased
756
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$263M +$3.14M 1 5.5% Increased
757
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$263M +$91.8M 8 1.57% Increased
758
Shell Asset Management
Shell Asset Management
Netherlands
$261M -$8.38M 17 12.4% Reduced
759
Glenview Capital Management
Glenview Capital Management
New York
$260M +$27.2M 2 6.39% Increased
760
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$259M -$11.2M 3 6.11% Reduced
761
MC
Maplelane Capital
New York
$258M +$161M 4 10.66% Increased
762
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$257M -$1.99M 7 12.41% Reduced
763
Argent Trust Co
Argent Trust Co
Tennessee
$256M -$1.4M 8 10.52% Reduced
764
Mizuho Markets Americas
Mizuho Markets Americas
New York
$256M -$193M 7 5.25% Reduced
765
Prospera Financial Services
Prospera Financial Services
Texas
$255M +$15.8M 15 5.87% Increased
766
Dakota Wealth Management
Dakota Wealth Management
Florida
$255M -$29.2M 10 5.97% Reduced
767
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$255M +$285M 22 11.22% New
768
Oak Ridge Investments
Oak Ridge Investments
Illinois
$254M +$16M 6 21.1% Increased
769
AIA Group
AIA Group
Hong Kong
$254M -$3.04M 9 6.23% Reduced
770
Empowered Funds
Empowered Funds
Pennsylvania
$253M +$46.1M 17 3.6% Increased
771
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$252M -$38.4M 7 4.48% Reduced
772
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$252M +$71.9M 7 6.64% Increased
773
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$252M -$27.6M 10 3.18% Reduced
774
Ostrum Asset Management
Ostrum Asset Management
France
$251M +$175M 15 13.19% Increased
775
KCM Investment Advisors
KCM Investment Advisors
California
$250M -$4.18M 6 8.97% Reduced