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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
SteelPeak Wealth
SteelPeak Wealth
California
$290M -$24.8M 10 9.46% Reduced
927
PointState Capital
PointState Capital
New York
$290M +$32.1M 1 4.27% Increased
928
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$288M -$3.28M 7 8.99% Reduced
929
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$288M +$3.66M 12 10.1% Increased
930
Brandes Investment Partners
Brandes Investment Partners
California
$288M -$43.4M 3 2.19% Reduced
931
Empirical Wealth Management
Empirical Wealth Management
Washington
$288M +$6.37M 15 5.12% Increased
932
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$287M -$8.09M 11 14.29% Reduced
933
MGO One Seven
MGO One Seven
Ohio
$287M +$9.9M 16 5.85% Increased
934
Osterweis Capital Management
Osterweis Capital Management
California
$286M -$27.7M 7 12.11% Reduced
935
Destination Wealth Management
Destination Wealth Management
California
$285M +$10.6M 7 7.47% Increased
936
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$285M -$424K 6 10.22% Reduced
937
Howard Capital Management Group
Howard Capital Management Group
California
$285M -$6.76M 6 18% Reduced
938
Vestor Capital
Vestor Capital
Illinois
$285M +$37M 11 19.63% Increased
939
Formuepleje A/S
Formuepleje A/S
Denmark
$284M -$85.5M 3 16.96% Reduced
940
SouthState Corp
SouthState Corp
Florida
$284M -$385K 19 12.69% Reduced
941
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$283M +$23.2M 9 1.67% Increased
942
First National Trust
First National Trust
Pennsylvania
$283M +$5.84M 8 9.43% Increased
943
Keystone Investors
Keystone Investors
Singapore
$283M +$83.6M 7 25.39% Increased
944
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$283M -$5.63M 5 17.67% Reduced
945
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$283M -$171M 20 3.36% Reduced
946
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$282M -$17M 2 11.58% Reduced
947
Meeder Asset Management
Meeder Asset Management
Ohio
$280M -$8.39M 14 15.09% Reduced
948
Lyrical Asset Management
Lyrical Asset Management
New York
$279M -$18.5M 1 3.65% Reduced
949
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$278M -$844K 7 19.64% Reduced
950
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$278M +$274M 10 4.59% New