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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
1176
MPM
MBB Public Markets
Illinois
$190M -$4.39M 2 20.47% Reduced
1177
Clearline Capital
Clearline Capital
New York
$189M +$99.2M 5 11.28% Increased
1178
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$188M +$64.8M 7 2.23% Increased
1179
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$188M -$91.7M 19 6.45% Reduced
1180
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$187M -$793K 8 8.83% Reduced
1181
Private Advisory Group
Private Advisory Group
Washington
$187M -$22.3M 9 10.1% Reduced
1182
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$187M +$11.4M 5 4.54% Increased
1183
Ascent Group
Ascent Group
Virginia
$187M -$8.26M 12 5.58% Reduced
1184
Cullen Capital Management
Cullen Capital Management
New York
$187M +$58.9M 4 1.83% Increased
1185
GAM Holding
GAM Holding
Switzerland
$186M +$2.62M 9 14.27% Increased
1186
GW&K Investment Management
GW&K Investment Management
Massachusetts
$186M -$1.75M 14 1.45% Reduced
1187
MTIM
Marathon Trading Investment Management
Pennsylvania
$185M +$84.8M 9 5.74% Increased
1188
VM
Venator Management
Pennsylvania
$185M -$484K 3 41.62% Reduced
1189
VestGen Advisors
VestGen Advisors
Illinois
$185M -$12.4M 19 5.38% Reduced
1190
Edgewood Management
Edgewood Management
Connecticut
$185M +$191M 2 1.91% Increased
1191
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$185M +$464K 9 4.55% Increased
1192
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$184M +$3.21M 10 6.07% Increased
1193
IHT Wealth Management
IHT Wealth Management
Illinois
$184M -$2.76M 17 3.91% Reduced
1194
TCIM
TOMS Capital Investment Management
New York
$183M +$162M 2 3.93% New
1195
Smith Group Asset Management
Smith Group Asset Management
Texas
$183M +$15.9M 6 7.47% Increased
1196
Graham Capital Management
Graham Capital Management
Connecticut
$183M -$21.9M 15 3.34% Reduced
1197
United Asset Strategies
United Asset Strategies
New York
$183M +$6.27M 7 12.96% Increased
1198
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$183M $0 1 3.5% Maintained
1199
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
$183M -$9.48M 10 6.26% Reduced
1200
Verus Capital Partners
Verus Capital Partners
Arizona
$183M -$7.38M 8 9.9% Reduced