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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
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$175M +$24.9M 9 5.41% Increased
1052
NWAM LLC
NWAM LLC
Washington
$175M -$2.52M 7 10.8% Reduced
1053
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$175M -$808K 5 10.73% Reduced
1054
GAMCO Investors
GAMCO Investors
Connecticut
$175M -$1.16M 10 1.83% Reduced
1055
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$175M +$8.53M 10 5.13% Increased
1056
Equitable Trust
Equitable Trust
Tennessee
$174M +$9.8M 9 9.73% Increased
1057
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$174M -$8.4M 3 21.66% Reduced
1058
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$174M +$2.49M 7 14.08% Increased
1059
LGT Fund Management
LGT Fund Management
Liechtenstein
$173M +$12.9M 10 15.16% Increased
1060
Aviso Financial
Aviso Financial
Ontario, Canada
$173M +$16.3M 11 8.75% Increased
1061
Granite Investment Partners
Granite Investment Partners
California
$173M -$2.18M 6 7.49% Reduced
1062
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$173M -$470M 17 1.18% Reduced
1063
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$172M +$287K 6 8.59% Increased
1064
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$171M +$6.73M 10 7.45% Increased
1065
Quadrature Capital
Quadrature Capital
United Kingdom
$171M -$101M 9 3.43% Reduced
1066
Narwhal Capital Management
Narwhal Capital Management
Georgia
$170M -$1.78M 5 15.01% Reduced
1067
Burney Company
Burney Company
Virginia
$170M -$1.22M 8 5.99% Reduced
1068
RiverFront Investment Group
RiverFront Investment Group
Virginia
$169M +$13.9M 6 3.85% Increased
1069
LMR Partners
LMR Partners
United Kingdom
$169M +$2.77M 13 1.42% Increased
1070
Central Securities
Central Securities
New York
$168M $0 3 16.07% Maintained
1071
Cantor Fitzgerald
Cantor Fitzgerald
New York
$168M +$36.1M 8 3.35% Increased
1072
Kintegral Advisory
Kintegral Advisory
New York
$168M -$7.61M 9 15.85% Reduced
1073
Point72 Europe
Point72 Europe
United Kingdom
$168M +$49M 4 9.7% Increased
1074
Cooperman Leon G
Cooperman Leon G
$168M $0 2 6.34% Maintained
1075
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$168M +$163M 7 8.23% New