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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
1151
CC
Cornerstone Capital
California
$148M -$14.1M 3 15.63% Reduced
1152
PointState Capital
PointState Capital
New York
$148M -$50.3M 1 2.7% Reduced
1153
Armistice Capital
Armistice Capital
New York
$148M +$76M 6 2.02% Increased
1154
J. Stern & Co
J. Stern & Co
United Kingdom
$148M -$8.4M 3 13.96% Reduced
1155
TFS
Thoroughbred Financial Services
Tennessee
$148M +$1.18M 9 9.05% Increased
1156
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$148M -$161M 14 0.93% Reduced
1157
DCM
Dupont Capital Management
Delaware
$147M -$1.29M 3 13.74% Reduced
1158
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$147M -$1.34M 6 9.96% Reduced
1159
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$147M +$867K 5 18.29% Increased
1160
Spyglass Capital Management
Spyglass Capital Management
California
$147M +$7.98M 2 8.28% Increased
1161
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$147M +$138M 12 2.1% New
1162
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$147M +$3.7M 7 6.37% Increased
1163
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors
California
$146M +$21.9M 6 51.3% Increased
1164
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$146M -$64.1M 9 20.84% Reduced
1165
Peninsula Wealth
Peninsula Wealth
California
$146M -$4.43M 7 24.9% Reduced
1166
UAM
UAS Asset Management
New York
$146M -$20.2M 3 35.22% Reduced
1167
Crestline Management
Crestline Management
Texas
$146M +$90.8M 9 4.84% Increased
1168
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$145M -$929K 4 28.73% Reduced
1169
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$145M +$21.6M 4 10.81% Increased
1170
TruWealth Advisors
TruWealth Advisors
Louisiana
$145M -$1.41M 6 8.73% Reduced
1171
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$145M -$647K 6 7.38% Reduced
1172
Carret Asset Management
Carret Asset Management
New York
$145M -$1.3M 9 15.83% Reduced
1173
Tairen Capital
Tairen Capital
Hong Kong
$144M -$734M 10 21.24% Reduced
1174
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$144M +$556K 17 13.5% Increased
1175
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$144M -$411K 6 7.6% Reduced