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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
1126
AFT
Alpha Family Trust
California
$110M -$203K 5 34.52% Reduced
1127
AC
AMS Capital
Brazil
$109M +$22.2M 5 15.58% Increased
1128
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$109M +$10.8M 11 13.27% Increased
1129
Sabadell Asset Management
Sabadell Asset Management
Spain
$109M +$104M 7 18.8% New
1130
Woodstock Corp
Woodstock Corp
Massachusetts
$109M -$3.6M 9 12.83% Reduced
1131
Gemsstock Ltd
Gemsstock Ltd
United Kingdom
$108M +$79.2M 4 33.98% Increased
1132
Elite Wealth Management
Elite Wealth Management
Washington
$108M +$7.93M 6 9.81% Increased
1133
Welch Group
Welch Group
Alabama
$107M +$779K 7 7.32% Increased
1134
Cullen Capital Management
Cullen Capital Management
New York
$107M +$4.96M 3 1.04% Increased
1135
Vestor Capital
Vestor Capital
Illinois
$107M -$3.91M 8 11.27% Reduced
1136
Oldfield Partners
Oldfield Partners
United Kingdom
$107M +$11.4M 1 10.95% Increased
1137
Gates Foundation Trust
Gates Foundation Trust
Washington
$106M $0 2 0.45% Maintained
1138
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$106M -$1.54M 6 7.81% Reduced
1139
BlueDrive Global Investors
BlueDrive Global Investors
United Kingdom
$106M +$58.8M 2 25.75% Increased
1140
Overbrook Management Corp
Overbrook Management Corp
New York
$106M -$1.33M 6 22.24% Reduced
1141
Main Street Research
Main Street Research
Connecticut
$106M -$6.28M 6 8.53% Reduced
1142
MA
Mutual Advisors
Nebraska
$106M -$1.36M 16 6.28% Reduced
1143
PAM
Private Asset Management
California
$106M -$1.03M 7 14.1% Reduced
1144
RiverPark Advisors
RiverPark Advisors
New York
$106M -$7.63M 7 13.5% Reduced
1145
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$106M +$17.2M 9 7.62% Increased
1146
11 Capital Partners
11 Capital Partners
Connecticut
$105M +$17.5M 3 21.14% Increased
1147
Coerente Capital Management
Coerente Capital Management
Ontario, Canada
$105M -$318K 4 21.72% Reduced
1148
KC
Keenan Capital
California
$105M $0 3 14.36% Maintained
1149
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$104M +$46.2M 5 14.58% Increased
1150
Narwhal Capital Management
Narwhal Capital Management
Georgia
$104M -$23.2K 4 13.15% Reduced