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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
876
Logan Capital Management
Logan Capital Management
Pennsylvania
$208M -$13.7M 8 9.45% Reduced
877
SouthState Corp
SouthState Corp
Florida
$208M +$36.1M 21 9.5% Increased
878
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$207M -$196M 2 8.47% Reduced
879
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$207M -$13.3M 10 0.6% Reduced
880
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$207M +$5.42M 9 6.63% Increased
881
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$206M +$40.8M 1 4.93% Increased
882
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$206M -$3.09M 7 5.24% Reduced
883
First Horizon Advisors
First Horizon Advisors
Tennessee
$206M -$932K 22 5.8% Reduced
884
SCM
Steadfast Capital Management
New York
$205M -$33M 3 5.45% Reduced
885
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$205M +$59.6M 6 17.57% Increased
886
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$204M -$855K 10 12.21% Reduced
887
RIA
RPG Investment Advisory
California
$203M +$113M 7 14.56% Increased
888
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$203M -$6.41M 5 13.28% Reduced
889
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$203M -$27.6M 6 10.81% Reduced
890
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$202M +$15.5M 8 5.64% Increased
891
Marex Group
Marex Group
$201M -$18.4M 16 3.85% Reduced
892
LMCG Investments
LMCG Investments
Massachusetts
$201M -$18M 7 13.34% Reduced
893
First National Trust
First National Trust
Pennsylvania
$201M -$10.5M 8 8.1% Reduced
894
Spire Wealth Management
Spire Wealth Management
Virginia
$201M +$677K 21 6.43% Increased
895
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$201M +$10.2M 8 3.71% Increased
896
Westpac Banking Corp
Westpac Banking Corp
Australia
$200M -$18.4M 12 14.73% Reduced
897
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$199M +$78.4M 13 14.29% Increased
898
Brandes Investment Partners
Brandes Investment Partners
California
$199M -$11.5M 3 2.02% Reduced
899
GC
Gobi Capital
California
$199M -$12.1M 1 11.33% Reduced
900
Kodai Capital Management
Kodai Capital Management
Illinois
$198M +$79.5M 5 7.84% Increased