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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
Ethic Inc
Ethic Inc
New York
$181M +$9.18M 18 12.46% Increased
852
SFG
Sather Financial Group
Texas
$180M +$6.64M 4 15.59% Increased
853
Eagle Global Advisors
Eagle Global Advisors
Texas
$180M -$7.62M 5 11.13% Reduced
854
SAI
Systematic Alpha Investments
New Jersey
$179M $0 7 8.75% Maintained
855
Alta Capital Management
Alta Capital Management
Utah
$179M -$3.77M 5 10.49% Reduced
856
Jasper Ridge Partners
Jasper Ridge Partners
California
$179M +$14.1M 10 8.81% Increased
857
NewEdge Advisors
NewEdge Advisors
Louisiana
$178M -$171M 9 2.86% Reduced
858
Parallel Advisors
Parallel Advisors
California
$178M -$4.4M 32 7.07% Reduced
859
XN LP
XN LP
New York
$178M +$132M 3 13.75% Increased
860
RIG
Roosevelt Investment Group
New York
$178M +$3.43M 5 10.62% Increased
861
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$177M -$6.61M 7 6.9% Reduced
862
JCM
JS Capital Management
New York
$177M -$89.7M 5 13.73% Reduced
863
Twin Tree Management
Twin Tree Management
Texas
$175M +$51.8M 14 0.28% Increased
864
Petrus Trust Company
Petrus Trust Company
Texas
$175M +$4.57M 4 22.41% Increased
865
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$175M +$3.9M 16 10.02% Increased
866
Timucuan Asset Management
Timucuan Asset Management
Florida
$175M +$1.45M 2 6.78% Increased
867
AIA Group
AIA Group
Hong Kong
$174M +$32.1M 15 7.6% Increased
868
SteelPeak Wealth
SteelPeak Wealth
California
$174M +$20.8M 10 9.84% Increased
869
Argent Trust Co
Argent Trust Co
Tennessee
$173M +$361K 7 10.57% Increased
870
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$173M +$4.19M 16 18.37% Increased
871
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$173M +$3.75M 7 12.67% Increased
872
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$173M -$8.87M 12 7.62% Reduced
873
Maple Capital Management
Maple Capital Management
Vermont
$172M +$4.23M 5 20.18% Increased
874
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$171M +$415K 7 10.46% Increased
875
Atika Capital Management
Atika Capital Management
New York
$171M +$17M 6 14.41% Increased