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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
WAM
WT Asset Management
Hong Kong
$185M -$17M 3 8.53% Reduced
1152
ALPS Advisors
ALPS Advisors
Colorado
$185M -$19.7M 14 1.03% Reduced
1153
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$184M -$4.35M 11 14.02% Reduced
1154
BIT Capital
BIT Capital
Germany
$184M +$75.2M 5 6.3% Increased
1155
AlTi Global
AlTi Global
New York
$184M +$4.13M 9 4.31% Increased
1156
Apollo Management Holdings
Apollo Management Holdings
New York
$183M $0 1 2% Maintained
1157
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$183M +$6.17M 16 3.89% Increased
1158
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$182M -$4.68M 4 11.48% Reduced
1159
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$182M +$73.5M 15 6.08% Increased
1160
Noked Israel
Noked Israel
Israel
$182M +$32M 1 28.55% Increased
1161
First Horizon Corporation
First Horizon Corporation
Tennessee
$182M +$172M 19 8.57% New
1162
MCI
McDonald Capital Investors
California
$182M -$4.6M 3 11.32% Reduced
1163
Carret Asset Management
Carret Asset Management
New York
$182M -$1.08M 8 17.72% Reduced
1164
Sowell Financial Services
Sowell Financial Services
Arkansas
$182M -$9.42M 13 6.99% Reduced
1165
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$182M +$505K 5 31.73% Increased
1166
Renaissance Group
Renaissance Group
Kentucky
$182M -$4.96M 9 6.85% Reduced
1167
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$181M -$33.4M 5 8.91% Reduced
1168
Elequin Capital
Elequin Capital
New York
$181M +$174M 3 9.82% Increased
1169
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$181M +$3.86M 13 13.94% Increased
1170
Levin Capital Strategies
Levin Capital Strategies
New York
$181M -$2.25M 5 16.36% Reduced
1171
Tamar Securities
Tamar Securities
California
$180M +$1.24M 7 20.47% Increased
1172
Compass Capital Management
Compass Capital Management
Minnesota
$180M -$18.2M 5 9.51% Reduced
1173
IFP Advisors
IFP Advisors
Florida
$179M +$6.64M 32 4.66% Increased
1174
Check Capital Management
Check Capital Management
California
$179M -$1.39M 3 5.9% Reduced
1175
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$179M +$9.4M 15 6.63% Increased