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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
901
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$256M -$43.7M 22 9.47% Reduced
902
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$256M +$762K 5 14.8% Increased
903
Alta Capital Management
Alta Capital Management
Utah
$256M -$29.3M 5 19.81% Reduced
904
Cary Street Partners
Cary Street Partners
Virginia
$255M +$5.51M 9 6.32% Increased
905
SignatureFD
SignatureFD
Georgia
$255M +$3.82M 29 3.91% Increased
906
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$255M +$8.03M 6 7.87% Increased
907
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$254M -$363K 6 14.28% Reduced
908
Optiver Holding
Optiver Holding
Netherlands
$254M -$315M 12 0.09% Reduced
909
Parsons Capital Management
Parsons Capital Management
Rhode Island
$254M +$70.3M 6 11.59% Increased
910
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$253M +$12.8M 11 13.41% Increased
911
Destination Wealth Management
Destination Wealth Management
California
$253M +$7.28M 7 6.57% Increased
912
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$252M -$11.2M 12 8.85% Reduced
913
Summit Financial
Summit Financial
New Jersey
$252M +$37.3M 12 3.21% Increased
914
Mizuho Markets Americas
Mizuho Markets Americas
New York
$250M +$12.8M 7 6.82% Increased
915
MGO One Seven
MGO One Seven
Ohio
$249M +$5.76M 17 5% Increased
916
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$249M -$49.8M 15 10.76% Reduced
917
Axxcess Wealth Management
Axxcess Wealth Management
California
$249M -$20.6M 6 7.96% Reduced
918
Empirical Wealth Management
Empirical Wealth Management
Washington
$248M +$5.59M 15 4.29% Increased
919
GC
Gobi Capital
California
$248M -$51.2M 1 13.79% Reduced
920
Windward Capital Management
Windward Capital Management
California
$248M -$3.04M 5 20.17% Reduced
921
Caprock Group
Caprock Group
Idaho
$247M -$151M 11 6% Reduced
922
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$247M +$175M 6 0.11% Increased
923
Manchester Global Management
Manchester Global Management
United Kingdom
$246M +$19M 5 32.88% Increased
924
Howard Capital Management Group
Howard Capital Management Group
California
$245M -$638K 6 16.29% Reduced
925
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$245M +$11.7M 15 4.25% Increased