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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
Destination Wealth Management
Destination Wealth Management
California
$222M +$15.1M 6 6.51% Increased
952
Trexquant Investment
Trexquant Investment
Connecticut
$222M +$33.5M 16 2.5% Increased
953
Styrax Capital
Styrax Capital
New York
$222M -$47.9M 1 15.77% Reduced
954
Eagle Global Advisors
Eagle Global Advisors
Texas
$221M -$2.31M 8 8.94% Reduced
955
Jump Financial
Jump Financial
Illinois
$221M +$65.4M 16 2.39% Increased
956
Empirical Wealth Management
Empirical Wealth Management
Washington
$220M +$6.72M 13 4.98% Increased
957
Talbot Financial
Talbot Financial
Washington
$220M +$28.5M 5 20.86% Increased
958
Delta Asset Management
Delta Asset Management
Tennessee
$220M -$3.14M 10 19.13% Reduced
959
CSM Advisors
CSM Advisors
Pennsylvania
$220M +$82M 7 6.41% Increased
960
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$220M -$1.73M 6 7.85% Reduced
961
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$219M -$25.5M 6 3.15% Reduced
962
FAB
First American Bank
Illinois
$219M +$80.1K 5 15.01% Increased
963
Todd Asset Management
Todd Asset Management
Kentucky
$219M +$6.4M 7 4.72% Increased
964
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$218M -$10.3M 8 13.82% Reduced
965
LLL
Lynrock Lake LP
New York
$217M -$48.2K 2 19.18% Reduced
966
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$216M -$8.27M 5 16.91% Reduced
967
Norris Perne & French
Norris Perne & French
Michigan
$216M -$22.7M 6 15.07% Reduced
968
Avestar Capital
Avestar Capital
New York
$216M +$39.2M 12 14.77% Increased
969
Bristlecone Advisors
Bristlecone Advisors
Washington
$214M -$21.2M 7 18% Reduced
970
LA
LM Advisors
California
$214M +$86M 6 27.55% Increased
971
SH
Spear Holdings
United Arab Emirates
$213M -$141M 2 15.63% Reduced
972
CA
Cullinan Associates
Kentucky
$213M -$2.74M 6 14.07% Reduced
973
Brandes Investment Partners
Brandes Investment Partners
California
$213M +$7.9M 3 1.93% Increased
974
Glenview Capital Management
Glenview Capital Management
New York
$213M -$52.4M 2 5.97% Reduced
975
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$213M +$14.9M 14 4.7% Increased