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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
Barton Investment Management
Barton Investment Management
Pennsylvania
$105M -$670K 5 15.76% Reduced
1127
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$105M -$7.61M 7 14.28% Reduced
1128
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$105M -$1.95M 20 11.64% Reduced
1129
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$105M +$8.45M 9 4.71% Increased
1130
GYL Financial Synergies
GYL Financial Synergies
Connecticut
$105M +$28.8M 7 9.53% Increased
1131
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$105M -$51.4M 3 8.4% Reduced
1132
TC
TwinBeech Capital
New York
$104M -$79.9M 8 2.06% Reduced
1133
Summit Trail Advisors
Summit Trail Advisors
New York
$104M +$13.8M 12 3.93% Increased
1134
IVMX
Institutional Venture Management XVI
California
$104M $0 1 32.17% Maintained
1135
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$104M +$872K 10 7.14% Increased
1136
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$104M +$1.27M 8 9.61% Increased
1137
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$104M +$1.26M 7 2.71% Increased
1138
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$104M -$13.3M 4 11.73% Reduced
1139
Stack Financial Management
Stack Financial Management
Montana
$104M +$244K 1 11.6% Increased
1140
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$104M -$23.4M 23 5.37% Reduced
1141
Clough Capital Partners
Clough Capital Partners
Massachusetts
$104M +$31.3M 3 10.41% Increased
1142
AI
ArchPoint Investors
Florida
$103M -$131K 4 39.98% Reduced
1143
Merit Financial Group
Merit Financial Group
Georgia
$103M +$5.03M 9 3.35% Increased
1144
FM
Freemont Management
Switzerland
$103M -$625K 5 12.49% Reduced
1145
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$103M +$8.07M 6 4.31% Increased
1146
Cortland Associates
Cortland Associates
Missouri
$103M -$2.52M 5 16.62% Reduced
1147
SCM
Steadfast Capital Management
New York
$103M -$15.6M 1 2.74% Reduced
1148
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$103M -$15M 5 6.21% Reduced
1149
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$102M +$2.93M 14 11.4% Increased
1150
Carret Asset Management
Carret Asset Management
New York
$102M -$1.74M 8 13.57% Reduced