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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
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$78.5M +$65.4M 18 0.12% Increased
1127
UBS O'Connor
UBS O'Connor
Illinois
$78.2M +$15.3M 3 0.89% Increased
1128
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$78.2M -$9.7M 8 8.41% Reduced
1129
Coerente Capital Management
Coerente Capital Management
Ontario, Canada
$78.2M -$600K 4 18.8% Reduced
1130
Caprock Group
Caprock Group
Idaho
$77.8M +$7.57M 11 7.5% Increased
1131
TM
Tikvah Management
North Carolina
$77.8M $0 3 35.97% Maintained
1132
Gladius Capital Management
Gladius Capital Management
Illinois
$77.7M +$68.5M 9 3.42% Increased
1133
Blue Whale Capital
Blue Whale Capital
United Kingdom
$77.6M -$16.7M 1 13.88% Reduced
1134
Spyglass Capital Management
Spyglass Capital Management
California
$77.6M -$41.2M 1 5.49% Reduced
1135
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$77.5M +$1.88M 8 4.27% Increased
1136
Patten & Patten
Patten & Patten
Tennessee
$77.4M -$794K 6 7.34% Reduced
1137
Appleton Partners
Appleton Partners
Massachusetts
$77.4M -$1.09M 7 7.74% Reduced
1138
AL
Arnhold LLC
New York
$77.3M -$10.9M 10 10.38% Reduced
1139
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$77.3M +$2.82M 6 10.47% Increased
1140
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$77.2M +$1.45M 9 7.98% Increased
1141
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$77.2M +$10.9M 10 5.6% Increased
1142
Dearborn Partners
Dearborn Partners
Illinois
$77.1M +$1.1M 6 3.4% Increased
1143
Middleton & Co
Middleton & Co
Massachusetts
$77M -$9.6M 6 11.72% Reduced
1144
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$77M +$36.9M 11 4.09% Increased
1145
Dundas Partners
Dundas Partners
United Kingdom
$76.9M $0 3 8.95% Maintained
1146
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$76.9M -$285K 7 3.09% Reduced
1147
ACM
Ariose Capital Management
Hong Kong
$76.8M +$91.5M 1 76.75% New
1148
MCM
McKinley Capital Management
Alaska
$76.8M -$995K 4 10.42% Reduced
1149
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$76.7M +$13.1M 3 52.21% Increased
1150
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$76.5M -$765K 4 8.62% Reduced