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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
Bronte Capital Management
Bronte Capital Management
Australia
$169M -$9.05M 2 16.76% Reduced
1127
Tamar Securities
Tamar Securities
California
$169M +$1.92M 5 18.08% Increased
1128
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$168M -$814K 11 6.7% Reduced
1129
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$168M +$17M 15 3.38% Increased
1130
Sowell Financial Services
Sowell Financial Services
Arkansas
$168M +$5.14M 12 6.22% Increased
1131
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$168M +$1.38M 8 12.44% Increased
1132
Penn Davis McFarland
Penn Davis McFarland
Texas
$168M -$29.5M 4 16.44% Reduced
1133
SVB Wealth
SVB Wealth
Massachusetts
$168M -$6.43M 6 11.07% Reduced
1134
TBBL
True Blue (BVI) Ltd
$168M -$11.5M 2 82.77% Reduced
1135
WAM
WT Asset Management
Hong Kong
$168M +$60.6M 1 3.52% Increased
1136
MPM
MBB Public Markets
Illinois
$168M -$11.6M 2 19.99% Reduced
1137
Carrhae Capital
Carrhae Capital
United Kingdom
$167M +$154M 1 5.02% Increased
1138
Levin Capital Strategies
Levin Capital Strategies
New York
$167M -$2.73M 5 12.69% Reduced
1139
China Universal Asset Management Company
China Universal Asset Management Company
China
$167M -$8.96M 10 12.66% Reduced
1140
General American Investors
General American Investors
New York
$167M -$49.1M 3 10.95% Reduced
1141
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$166M -$11.2M 10 10.5% Reduced
1142
Verus Capital Partners
Verus Capital Partners
Arizona
$166M -$37.9M 9 11.35% Reduced
1143
Parthenon LLC
Parthenon LLC
Kentucky
$165M -$1.93M 6 18.85% Reduced
1144
Granite Investment Partners
Granite Investment Partners
California
$165M -$6.86M 7 10.14% Reduced
1145
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$165M +$13.2K 6 8.47% Increased
1146
IHT Wealth Management
IHT Wealth Management
Illinois
$165M +$16.7M 15 3.83% Increased
1147
F/M Investments
F/M Investments
District of Columbia
$165M -$129M 7 10.93% Reduced
1148
J. Stern & Co
J. Stern & Co
United Kingdom
$165M -$18.9M 4 15.96% Reduced
1149
Caption Management
Caption Management
Oklahoma
$164M -$185M 12 0.96% Reduced
1150
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$164M -$23.1M 12 0.43% Reduced