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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
1051
UAM
UAS Asset Management
New York
$154M -$6.99M 2 37.42% Reduced
1052
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$154M +$122M 9 1.07% Increased
1053
ATI
Act Two Investors
California
$154M -$5.45M 5 29.03% Reduced
1054
HBK Investments
HBK Investments
Texas
$153M +$96.1M 2 1.68% Increased
1055
MCI
McDonald Capital Investors
California
$153M -$3.56M 3 9.41% Reduced
1056
Cooperman Leon G
Cooperman Leon G
$153M $0 2 6.51% Maintained
1057
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$153M +$5.26M 10 7.05% Increased
1058
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$152M -$158M 4 18.24% Reduced
1059
BFO
Boston Family Office
Massachusetts
$152M -$531K 6 10.29% Reduced
1060
Fortis Capital Management
Fortis Capital Management
Washington
$152M +$381K 4 30.58% Increased
1061
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$152M +$267K 9 4.55% Increased
1062
ET
Equitable Trust
Tennessee
$152M -$10M 8 9.73% Reduced
1063
IHT Wealth Management
IHT Wealth Management
Illinois
$151M +$29.6M 9 4.3% Increased
1064
Summit Trail Advisors
Summit Trail Advisors
New York
$151M +$773K 13 3.75% Increased
1065
Central Securities
Central Securities
New York
$151M $0 3 14.65% Maintained
1066
Level Four Advisory Services
Level Four Advisory Services
Texas
$151M -$1.71M 10 6.35% Reduced
1067
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$151M -$52.1M 12 4.97% Reduced
1068
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$151M +$22.7M 10 9.22% Increased
1069
Tran Capital Management
Tran Capital Management
California
$150M -$1.56M 4 16.16% Reduced
1070
Longbow Finance
Longbow Finance
Switzerland
$150M -$5.47M 5 16.01% Reduced
1071
CC
Cornerstone Capital
California
$150M -$3.61M 3 14% Reduced
1072
Sowell Financial Services
Sowell Financial Services
Arkansas
$150M -$6.1M 6 6.96% Reduced
1073
Clough Capital Partners
Clough Capital Partners
Massachusetts
$150M +$9.43M 5 15.33% Increased
1074
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$149M -$712K 9 2.17% Reduced
1075
NM
NWI Management
New York
$149M -$64.8M 5 3.88% Reduced