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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
1076
Prospera Financial Services
Prospera Financial Services
Texas
$129M +$18.4M 13 5.57% Increased
1077
Element Capital Management
Element Capital Management
New York
$128M +$132M 1 8.25% New
1078
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$128M -$21.6M 4 3.14% Reduced
1079
SouthState Corp
SouthState Corp
Florida
$128M -$2.01M 13 9.96% Reduced
1080
Twin Capital Management
Twin Capital Management
Pennsylvania
$128M -$10.9M 10 12.78% Reduced
1081
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$127M -$18.3K 7 11.83% Reduced
1082
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$127M +$65.3M 1 9.53% Increased
1083
Churchill Management
Churchill Management
California
$127M -$7.24M 5 1.78% Reduced
1084
EULAV Asset Management
EULAV Asset Management
Florida
$127M -$6.74M 5 3.2% Reduced
1085
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$127M -$6.2M 5 14.55% Reduced
1086
HighTower Trust
HighTower Trust
Texas
$127M +$29M 5 12.33% Increased
1087
HSC
Harbor Spring Capital
New York
$127M +$4.29M 3 14.41% Increased
1088
MAM
Mastrapasqua Asset Management
Tennessee
$126M -$680K 5 12.39% Reduced
1089
MA
Mutual Advisors
Nebraska
$126M +$2.8M 16 6.69% Increased
1090
APEIRON Capital Ltd
APEIRON Capital Ltd
Hong Kong
$126M -$7.97M 3 37.2% Reduced
1091
Woodstock Corp
Woodstock Corp
Massachusetts
$126M -$1.03M 9 13.21% Reduced
1092
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$126M +$5.99M 7 9.33% Increased
1093
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$125M +$13.1M 6 8.23% Increased
1094
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$125M +$3.6M 1 2.97% Increased
1095
TD Private Client Wealth
TD Private Client Wealth
New York
$125M -$20.6M 17 5.2% Reduced
1096
Murchinson
Murchinson
Ontario, Canada
$125M +$120M 2 11.88% Increased
1097
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$125M +$2.32M 5 12.53% Increased
1098
Andra AP-fonden
Andra AP-fonden
Sweden
$125M -$12.7M 11 2.54% Reduced
1099
Meritech Capital Associates VI
Meritech Capital Associates VI
California
$124M +$131M 2 56.54% New
1100
Driehaus Capital Management
Driehaus Capital Management
Illinois
$124M +$864K 8 1.27% Increased