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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
Westpac Banking Corp
Westpac Banking Corp
Australia
$250M +$21.3M 12 16.6% Increased
852
Styrax Capital
Styrax Capital
New York
$250M +$27.1M 2 21.18% Increased
853
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$249M +$2.38M 19 7.8% Increased
854
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$249M -$131M 12 0.63% Reduced
855
Logan Capital Management
Logan Capital Management
Pennsylvania
$249M -$14.1M 8 10.43% Reduced
856
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$248M +$4.45M 8 13.05% Increased
857
Empire Life Investments
Empire Life Investments
Ontario, Canada
$248M +$8.24M 4 15.55% Increased
858
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$247M +$4.84M 23 8.03% Increased
859
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$247M -$12.2M 15 11.84% Reduced
860
Empowered Funds
Empowered Funds
Pennsylvania
$247M +$7.53M 19 3.61% Increased
861
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$246M +$46.5M 20 1.43% Increased
862
GW&K Investment Management
GW&K Investment Management
Massachusetts
$246M +$1.45M 11 2.09% Increased
863
SAI
Systematic Alpha Investments
New Jersey
$245M +$557 7 9.04% Increased
864
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$245M -$21.8M 7 6.58% Reduced
865
Ancora Advisors
Ancora Advisors
Ohio
$245M -$685K 17 5.47% Reduced
866
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$245M -$2.92M 18 8.11% Reduced
867
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$244M +$1.11M 9 9.58% Increased
868
Parsons Capital Management
Parsons Capital Management
Rhode Island
$244M +$49.9M 6 13.23% Increased
869
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$244M -$36M 13 7.98% Reduced
870
Causeway Capital Management
Causeway Capital Management
California
$243M -$6.78M 4 5.53% Reduced
871
Marex Group
Marex Group
$242M +$46.4M 13 4.13% Increased
872
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$241M -$16.3M 3 28.88% Reduced
873
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$241M -$2.02M 6 16.11% Reduced
874
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$241M -$32.4M 1 7.91% Reduced
875
First National Trust
First National Trust
Pennsylvania
$240M +$3.07M 8 9.01% Increased