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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
1001
Kintegral Advisory
Kintegral Advisory
New York
$165M -$491K 9 16.52% Reduced
1002
SouthState Corp
SouthState Corp
Florida
$165M +$2.66M 11 12.83% Increased
1003
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$164M -$2.83M 6 14.58% Reduced
1004
Taurus Asset Management
Taurus Asset Management
New York
$163M -$4.81M 5 16.5% Reduced
1005
Burney Company
Burney Company
Virginia
$163M +$3.93M 9 6.21% Increased
1006
Independent Financial Group
Independent Financial Group
California
$162M +$3.02M 14 7.44% Increased
1007
Fernbridge Capital Management
Fernbridge Capital Management
California
$162M -$22.3M 2 12.4% Reduced
1008
NWAM LLC
NWAM LLC
Washington
$161M +$1.98M 9 13.01% Increased
1009
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$160M -$4.25M 12 0.36% Reduced
1010
Slate Path Capital
Slate Path Capital
New York
$160M -$102M 2 3.17% Reduced
1011
Parthenon LLC
Parthenon LLC
Kentucky
$159M -$2.1M 6 20.19% Reduced
1012
Granite Investment Partners
Granite Investment Partners
California
$159M -$9.5M 6 6.06% Reduced
1013
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$159M -$6.95M 6 17.38% Reduced
1014
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$158M +$1.67M 6 12.37% Increased
1015
PEAK6 Investments
PEAK6 Investments
Illinois
$158M +$22.8M 15 0.41% Increased
1016
Congress Wealth Management
Congress Wealth Management
Massachusetts
$157M -$18.2M 8 2.72% Reduced
1017
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$157M -$2.66M 5 8.65% Reduced
1018
Albion Financial Group
Albion Financial Group
Utah
$157M -$606K 14 12.12% Reduced
1019
Kanawha Capital Management
Kanawha Capital Management
Virginia
$157M +$3.06M 6 12.53% Increased
1020
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$157M +$2.92M 6 12.59% Increased
1021
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$157M +$937K 8 4.38% Increased
1022
Hoey Investments
Hoey Investments
Pennsylvania
$156M +$7.12M 9 34.18% Increased
1023
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$156M -$2.16M 7 9.8% Reduced
1024
HoyleCohen
HoyleCohen
California
$156M -$4.57M 7 11.87% Reduced
1025
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$156M -$3.5M 3 20.47% Reduced