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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
Three Seasons Wealth
Three Seasons Wealth
Utah
$381M +$1.88M 6 37.87% Increased
752
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$380M +$2.09M 5 0.19% Increased
753
Bowie Capital Management
Bowie Capital Management
Texas
$379M -$139M 3 16.49% Reduced
754
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$377M +$104M 7 23.09% Increased
755
IHL
Investment House LLC
California
$375M -$632K 10 17.78% Reduced
756
Callan Family Office
Callan Family Office
Pennsylvania
$373M -$4.61M 15 11.9% Reduced
757
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$372M -$9.45M 15 14.57% Reduced
758
Trajan Wealth
Trajan Wealth
Arizona
$372M +$15M 8 16.06% Increased
759
Calamos Wealth Management
Calamos Wealth Management
Illinois
$372M +$17.3M 11 13.4% Increased
760
Trexquant Investment
Trexquant Investment
Connecticut
$371M +$131M 17 3.82% Increased
761
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$371M -$150M 6 13.63% Reduced
762
Oak Ridge Investments
Oak Ridge Investments
Illinois
$370M +$13.7M 7 23.92% Increased
763
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$370M -$3.62M 6 33.47% Reduced
764
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$368M -$4.8M 7 15.61% Reduced
765
Alta Capital Management
Alta Capital Management
Utah
$365M +$10.8M 6 20.34% Increased
766
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$365M -$10.6M 6 4.87% Reduced
767
JWCA
J.W. Cole Advisors
Florida
$365M +$6.22M 17 6.99% Increased
768
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$364M -$8.3M 4 15.34% Reduced
769
Nellore Capital Management
Nellore Capital Management
California
$364M +$3.08M 4 39.66% Increased
770
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$363M +$366K 6 13.71% Increased
771
Park Avenue Securities
Park Avenue Securities
New York
$363M +$22.1M 16 2.83% Increased
772
Argent Trust Co
Argent Trust Co
Tennessee
$361M -$1.64M 9 12.8% Reduced
773
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$361M +$332M 4 6.02% New
774
Patient Capital Management
Patient Capital Management
Maryland
$360M -$1.52M 3 14.41% Reduced
775
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$359M -$9.8M 1 6.13% Reduced