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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
851
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$343M +$598M 6 12.11% Increased
852
KCM Investment Advisors
KCM Investment Advisors
California
$341M +$1.44M 7 10.14% Increased
853
SurgoCap Partners
SurgoCap Partners
New York
$341M -$187M 1 11.03% Reduced
854
Wedbush Securities
Wedbush Securities
California
$341M -$313K 19 8.81% Reduced
855
Calamos Wealth Management
Calamos Wealth Management
Illinois
$340M -$42.4M 10 10.27% Reduced
856
Diversified Trust
Diversified Trust
Tennessee
$339M +$694K 16 5.44% Increased
857
Dakota Wealth Management
Dakota Wealth Management
Florida
$338M -$12.3M 10 6.45% Reduced
858
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$338M +$3.8M 6 11.28% Increased
859
TFP
Triple Frond Partners
California
$338M -$33.7M 3 30.13% Reduced
860
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$336M +$37.2M 9 15.56% Increased
861
Maple Capital Management
Maple Capital Management
Vermont
$336M -$12.9M 6 19.97% Reduced
862
SteelPeak Wealth
SteelPeak Wealth
California
$336M -$23.8M 12 8.69% Reduced
863
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$336M -$474M 28 2.47% Reduced
864
Wedbush Fund Advisers
Wedbush Fund Advisers
California
$335M -$21.1M 10 29.74% Reduced
865
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$333M -$5.49M 16 4.04% Reduced
866
NEI
Northwest & Ethical Investments
Ontario, Canada
$332M -$50.9M 12 7.72% Reduced
867
World Investment Advisors
World Investment Advisors
California
$330M -$26.5M 17 5.47% Reduced
868
JWCA
J.W. Cole Advisors
Florida
$329M +$106M 17 5.65% Increased
869
Soma Equity Partners
Soma Equity Partners
California
$329M +$132M 5 22.94% Increased
870
Driehaus Capital Management
Driehaus Capital Management
Illinois
$329M +$165M 10 1.9% Increased
871
Washington Trust
Washington Trust
Rhode Island
$329M -$3.31M 7 10.21% Reduced
872
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$328M +$436K 7 25.98% Increased
873
Aviso Financial
Aviso Financial
Ontario, Canada
$327M -$11.5M 5 11.36% Reduced
874
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$326M -$15.5M 7 5.87% Reduced
875
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$326M -$7.8M 4 18.28% Reduced