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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
GCQ Funds Management
GCQ Funds Management
Australia
$149M +$75.5M 3 36.48% Increased
1077
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$149M +$444K 6 7.39% Increased
1078
WAM
WT Asset Management
Hong Kong
$148M +$2.16M 2 17.33% Increased
1079
Motley Fool Wealth Management
Motley Fool Wealth Management
Virginia
$148M -$23.5M 3 8.77% Reduced
1080
Avestar Capital
Avestar Capital
New York
$146M +$5.77M 12 12.71% Increased
1081
Univest Financial
Univest Financial
Pennsylvania
$146M +$10.6M 6 9.53% Increased
1082
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$145M -$73.3K 5 12.73% Reduced
1083
Cullen Capital Management
Cullen Capital Management
New York
$145M +$373K 6 1.68% Increased
1084
Kintegral Advisory
Kintegral Advisory
New York
$145M -$547K 9 14.62% Reduced
1085
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$145M +$162M 4 19.83% New
1086
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$145M +$1.17M 7 1.99% Increased
1087
Central Securities
Central Securities
New York
$144M +$2.17M 3 13.74% Increased
1088
Greenwoods Asset Management (HK)
Greenwoods Asset Management (HK)
Hong Kong
$144M -$112M 4 4.47% Reduced
1089
CreativeOne Wealth
CreativeOne Wealth
Kansas
$144M +$36.6M 12 4.31% Increased
1090
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$144M -$1.96M 7 6.92% Reduced
1091
Parthenon LLC
Parthenon LLC
Kentucky
$144M -$243K 6 17.69% Reduced
1092
BFO
Boston Family Office
Massachusetts
$143M +$1.64M 6 10.14% Increased
1093
IP
Interval Partners
New York
$143M +$105M 9 3% Increased
1094
CCPM
Cooper Creek Partners Management
New York
$143M +$58.4M 5 4.37% Increased
1095
Aquatic Capital Management
Aquatic Capital Management
Illinois
$143M +$106M 7 3.64% Increased
1096
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$143M $0 3 20.32% Maintained
1097
PEAK6
PEAK6
Illinois
$143M +$450K 13 0.32% Increased
1098
SCI
S&CO Inc
Massachusetts
$142M -$1.41M 7 9.54% Reduced
1099
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$141M +$2.28M 6 5.06% Increased
1100
Fortis Capital Management
Fortis Capital Management
Washington
$141M +$1.28M 6 27.39% Increased