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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
LGT Fund Management
LGT Fund Management
Liechtenstein
$221M -$6.38M 7 17.44% Reduced
1077
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$221M -$10.7M 17 7.28% Reduced
1078
Hancock Prospecting
Hancock Prospecting
Australia
$221M +$81.5M 3 6.78% Increased
1079
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$220M -$9.35M 10 5.37% Reduced
1080
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$220M -$5.32M 6 10.46% Reduced
1081
Waycross Partners
Waycross Partners
Kentucky
$220M +$1.41M 4 17.96% Increased
1082
First Long Island Investors
First Long Island Investors
New York
$219M -$920K 4 16.1% Reduced
1083
Mark Asset Management
Mark Asset Management
New York
$219M +$1.16M 5 14.49% Increased
1084
Modern Wealth Management
Modern Wealth Management
Kansas
$219M -$2.01M 9 3.99% Reduced
1085
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$218M +$18.2M 5 10.41% Increased
1086
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$218M -$26.9M 5 20.04% Reduced
1087
CreativeOne Wealth
CreativeOne Wealth
Kansas
$218M +$2.75M 14 5.29% Increased
1088
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$218M +$553K 6 17.65% Increased
1089
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$218M +$71.7M 10 0.74% Increased
1090
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$217M +$143M 11 14.76% Increased
1091
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$217M -$4.08M 7 4.94% Reduced
1092
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$217M -$12.1M 6 20.47% Reduced
1093
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$217M -$11.9M 12 11.47% Reduced
1094
CSM Advisors
CSM Advisors
Pennsylvania
$216M -$4.39M 10 5.88% Reduced
1095
SH
Spear Holdings
United Arab Emirates
$216M -$69.1M 3 38.11% Reduced
1096
PO
PBCay One
United Arab Emirates
$216M +$219M 3 38.11% New
1097
Global X Japan
Global X Japan
Japan
$216M +$71.6M 9 16.42% Increased
1098
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
$216M +$113M 8 6.05% Increased
1099
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$216M -$52.6M 14 0.43% Reduced
1100
Penn Davis McFarland
Penn Davis McFarland
Texas
$215M -$1.26M 5 20.64% Reduced