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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
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$186M -$273M 1 10.54% Reduced
952
NBT Bank
NBT Bank
New York
$186M -$3.76M 11 12.52% Reduced
953
CC
Criteria Caixa
Spain
$185M +$671K 3 25.63% Increased
954
Eagle Global Advisors
Eagle Global Advisors
Texas
$185M -$619K 7 9.19% Reduced
955
Styrax Capital
Styrax Capital
New York
$185M -$94.1M 1 20.74% Reduced
956
CCPM
Cooper Creek Partners Management
New York
$185M -$38.4M 6 5.08% Reduced
957
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$185M +$945K 6 8.07% Increased
958
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$184M -$22.1M 13 6.03% Reduced
959
Generate Investment Management
Generate Investment Management
New Zealand
$183M -$31.6M 4 12.22% Reduced
960
Kimelman & Baird
Kimelman & Baird
New York
$183M -$1.14M 8 14.58% Reduced
961
PEAK6 Investments
PEAK6 Investments
Illinois
$183M +$21.1M 14 0.41% Increased
962
Destination Wealth Management
Destination Wealth Management
California
$183M +$1.51M 6 5.66% Increased
963
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$182M +$35.9M 9 1.85% Increased
964
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$182M +$1.74M 6 12.71% Increased
965
SouthState Corp
SouthState Corp
Florida
$182M -$1.18M 11 12.52% Reduced
966
Parsons Capital Management
Parsons Capital Management
Rhode Island
$182M -$1.19M 6 11.51% Reduced
967
Todd Asset Management
Todd Asset Management
Kentucky
$181M -$21.3M 6 4.22% Reduced
968
Marex Group
Marex Group
$181M -$4.67M 15 4.12% Reduced
969
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$181M -$45.6M 9 13.08% Reduced
970
GMF
Grace & Mercy Foundation
New York
$181M +$1.32M 3 41.09% Increased
971
Albion Financial Group
Albion Financial Group
Utah
$180M +$8.54M 11 12.49% Increased
972
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$180M -$29.9M 20 1.2% Reduced
973
World Investment Advisors
World Investment Advisors
California
$179M +$100M 10 5.62% Increased
974
Provident Investment Management
Provident Investment Management
Michigan
$179M +$8.28M 4 15.96% Increased
975
Cumberland Partners
Cumberland Partners
Ontario, Canada
$179M -$905K 6 12.43% Reduced