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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
926
Cary Street Partners
Cary Street Partners
Virginia
$234M +$1.38M 9 6.57% Increased
927
Logan Capital Management
Logan Capital Management
Pennsylvania
$234M -$18.5M 7 10.89% Reduced
928
Point72 Europe
Point72 Europe
United Kingdom
$233M +$145M 3 9% Increased
929
CWA Asset Management Group
CWA Asset Management Group
Florida
$233M -$5M 8 9.85% Reduced
930
XN LP
XN LP
New York
$233M +$52M 2 7.45% Increased
931
Welch Group
Welch Group
Alabama
$232M +$1.45M 6 9.69% Increased
932
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$231M -$14.2M 13 15.96% Reduced
933
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$231M +$13.3M 11 9.7% Increased
934
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$231M -$10.4M 18 0.52% Reduced
935
Mill Capital Management
Mill Capital Management
North Carolina
$230M -$2.75M 6 18.04% Reduced
936
Weitz Investment Management
Weitz Investment Management
Nebraska
$229M -$2.17M 4 12.34% Reduced
937
Farther Finance Advisors
Farther Finance Advisors
California
$229M +$36.8M 33 4.58% Increased
938
Thomasville National Bank
Thomasville National Bank
Georgia
$229M -$5.08M 6 15.58% Reduced
939
Venture Visionary Partners
Venture Visionary Partners
Ohio
$228M +$588K 8 8.55% Increased
940
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$228M +$202M 9 13.37% New
941
Moors & Cabot
Moors & Cabot
Massachusetts
$226M -$905K 12 10.52% Reduced
942
YCG LLC
YCG LLC
Texas
$226M -$3.1M 3 17.47% Reduced
943
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$223M +$1.32M 5 14.98% Increased
944
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$223M +$1.51M 6 12.54% Increased
945
Keywise Capital Management (HK)
Keywise Capital Management (HK)
Hong Kong
$223M +$136M 2 18.78% Increased
946
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$223M +$21.5M 5 11.36% Increased
947
Vise Technologies
Vise Technologies
New York
$223M +$198M 14 9.19% New
948
SVB Wealth
SVB Wealth
Massachusetts
$222M +$49.1M 6 11.9% Increased
949
Avenir Corporation
Avenir Corporation
Virginia
$222M -$2.63M 4 22.83% Reduced
950
Rockland Trust
Rockland Trust
Massachusetts
$222M +$16.9M 6 10.81% Increased