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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
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$239M -$45.8M 8 15.87% Reduced
827
GA
GuoLine Advisory
Singapore
$239M +$38.6M 3 25.46% Increased
828
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$238M +$17.5M 14 1.22% Increased
829
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$238M -$4.92M 17 8.05% Reduced
830
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$238M -$1.64M 23 8.16% Reduced
831
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$238M +$1.63M 19 7.93% Increased
832
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$237M -$259K 11 15.87% Reduced
833
Joel Isaacson & Co
Joel Isaacson & Co
New York
$237M +$505K 8 12.44% Increased
834
Senator Investment Group
Senator Investment Group
New York
$237M -$53.8M 4 11.55% Reduced
835
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$237M -$8.84M 8 10.18% Reduced
836
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$236M -$12.8M 6 25.34% Reduced
837
Empire Life Investments
Empire Life Investments
Ontario, Canada
$236M -$8.89M 5 14.9% Reduced
838
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$236M +$105M 5 9.94% Increased
839
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$236M -$131M 2 5.86% Reduced
840
CDH
Charles D. Hyman
$236M +$12.8M 6 13.13% Increased
841
Avenir Corporation
Avenir Corporation
Virginia
$235M -$44.1M 3 22.87% Reduced
842
LLL
Lynrock Lake LP
New York
$235M +$20.9M 2 15.41% Increased
843
Caxton Associates (New York)
Caxton Associates (New York)
New York
$235M +$18.6M 11 8.03% Increased
844
Equitable Holdings
Equitable Holdings
New York
$235M +$11.8M 10 2.47% Increased
845
Miracle Mile Advisors
Miracle Mile Advisors
California
$235M +$1.09M 11 5.72% Increased
846
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$234M +$12.2M 19 5.92% Increased
847
Calamos Wealth Management
Calamos Wealth Management
Illinois
$234M -$340K 6 12.47% Reduced
848
Glenview Capital Management
Glenview Capital Management
New York
$234M -$86.2M 2 4.6% Reduced
849
SteelPeak Wealth
SteelPeak Wealth
California
$233M +$1.58M 8 10.77% Increased
850
CGL
Clarius Group LLC
Washington
$232M -$1.47M 10 16.45% Reduced