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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
826
AAM
Ardevora Asset Management
United Kingdom
$154M -$49.5M 1 2.76% Reduced
827
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$153M +$19.5M 13 6.1% Increased
828
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$153M +$77.5M 20 1.26% Increased
829
Wedbush Securities
Wedbush Securities
California
$152M -$2.79M 13 7.6% Reduced
830
Cresset Asset Management
Cresset Asset Management
Illinois
$152M -$75.1M 15 3.04% Reduced
831
Argent Trust Co
Argent Trust Co
Tennessee
$151M +$2.01M 8 9.56% Increased
832
Delta Asset Management
Delta Asset Management
Tennessee
$150M -$1.38M 11 15.78% Reduced
833
Owl Creek Asset Management
Owl Creek Asset Management
New York
$150M +$89.9M 3 7.66% Increased
834
MFWM
Motley Fool Wealth Management
Virginia
$150M -$541K 4 9.34% Reduced
835
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$149M -$2.64M 17 5.94% Reduced
836
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$148M -$5.47M 11 3.98% Reduced
837
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$148M +$47.6M 17 3.05% Increased
838
TCA
Taconic Capital Advisors
New York
$148M +$4.2M 3 6.52% Increased
839
Mill Capital Management
Mill Capital Management
North Carolina
$148M +$9.5M 6 15.01% Increased
840
Vinva Investment Management
Vinva Investment Management
Australia
$148M +$137M 11 12.31% New
841
PIM
Platinum Investment Management
Australia
$147M -$32.4M 7 5.11% Reduced
842
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$147M +$7.8M 8 3.27% Increased
843
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$147M +$2.28M 5 18.75% Increased
844
SAI
Systematic Alpha Investments
New Jersey
$146M +$1.52M 8 7.66% Increased
845
Scout Investments
Scout Investments
Missouri
$146M -$36M 3 2.96% Reduced
846
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$145M +$74.2M 1 1.42% Increased
847
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$145M +$2.94M 5 16.04% Increased
848
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$145M +$3.19M 5 9.44% Increased
849
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$144M -$3.89M 2 4.38% Reduced
850
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$144M +$2.5M 6 13.12% Increased