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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
951
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$122M +$6.83M 9 13.89% Increased
952
Parsec Financial Management
Parsec Financial Management
North Carolina
$122M +$1.61M 9 6.62% Increased
953
Advisors Capital Management
Advisors Capital Management
New Jersey
$122M +$5.33M 7 4.68% Increased
954
E Fund Management (HK)
E Fund Management (HK)
Hong Kong
$122M -$783K 4 42.1% Reduced
955
Decatur Capital Management
Decatur Capital Management
Georgia
$122M -$7.72M 4 22.36% Reduced
956
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$121M +$38M 7 9.97% Increased
957
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$121M +$1.12M 5 13.42% Increased
958
Renaissance Group
Renaissance Group
Kentucky
$121M -$4.8M 8 5.22% Reduced
959
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$121M -$2.3M 7 2.98% Reduced
960
Brown Advisory Securities
Brown Advisory Securities
Maryland
$121M +$9.7M 7 20.73% Increased
961
Engineers Gate Manager
Engineers Gate Manager
New York
$121M +$72.8M 23 5.25% Increased
962
Argent Trust Co
Argent Trust Co
Tennessee
$121M -$558K 8 9.36% Reduced
963
ETF Managers Group
ETF Managers Group
New Jersey
$120M -$32.9M 19 2.64% Reduced
964
Summitry LLC
Summitry LLC
California
$120M -$6.81M 5 8.8% Reduced
965
Levin Capital Strategies
Levin Capital Strategies
New York
$120M -$2.08M 6 13.44% Reduced
966
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$119M +$10.5M 14 8.8% Increased
967
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$119M +$3.52M 6 15.1% Increased
968
Alta Capital Management
Alta Capital Management
Utah
$119M -$123M 5 6.71% Reduced
969
Taurus Asset Management
Taurus Asset Management
New York
$118M -$5.6M 4 14.1% Reduced
970
BWA
Brave Warrior Advisors
New York
$118M -$20.5M 3 4.33% Reduced
971
VCM
Violich Capital Management
California
$118M +$82.4K 5 22.76% Increased
972
Owl Creek Asset Management
Owl Creek Asset Management
New York
$118M +$79.3M 2 4.89% Increased
973
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$118M +$795K 5 9.34% Increased
974
PCM
Prime Capital Management
Hong Kong
$117M $0 1 23.03% Maintained
975
Alpha Wave Global
Alpha Wave Global
New York
$117M +$7.05M 2 6.86% Increased