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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
SouthState Corp
SouthState Corp
Florida
$269M +$1.94M 19 11.78% Increased
852
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$269M +$10.5M 3 26.92% Increased
853
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$269M +$18M 10 4.24% Increased
854
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$268M +$238M 17 11.95% New
855
Voleon Capital Management
Voleon Capital Management
California
$268M +$38.5M 10 14.73% Increased
856
Oribel Capital Management
Oribel Capital Management
New York
$268M +$228M 4 6.83% Increased
857
Ruffer LLP
Ruffer LLP
United Kingdom
$267M -$165M 4 11.83% Reduced
858
SoftBank Group
SoftBank Group
Japan
$267M $0 1 1.07% Maintained
859
Annex Advisory Services
Annex Advisory Services
Wisconsin
$264M +$29.1M 7 6.36% Increased
860
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$264M +$104K 22 8.32% Increased
861
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$262M -$49.9M 9 6.45% Reduced
862
Ancora Advisors
Ancora Advisors
Ohio
$261M +$28M 17 5.42% Increased
863
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$260M +$5.05M 15 13.8% Increased
864
Community Trust & Investment
Community Trust & Investment
Kentucky
$260M -$5.89M 5 15.01% Reduced
865
SAI
Systematic Alpha Investments
New Jersey
$259M +$174K 8 9.2% Increased
866
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$259M -$15.5M 6 17.58% Reduced
867
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$259M +$1.56M 5 24.78% Increased
868
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$258M +$6.82M 7 25.71% Increased
869
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$256M +$8.64M 6 12.76% Increased
870
VCM
Violich Capital Management
California
$256M -$19.9M 6 36.06% Reduced
871
Diversified Trust
Diversified Trust
Tennessee
$256M -$14.7M 14 5.68% Reduced
872
Seilern Investment Management
Seilern Investment Management
United Kingdom
$255M -$24.1M 2 16.81% Reduced
873
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$255M -$1.37M 10 9.04% Reduced
874
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$255M +$47.8M 24 9.83% Increased
875
Summitry LLC
Summitry LLC
California
$255M -$25.9M 6 11.53% Reduced