← All themes

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
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$69.2M -$912K 10 11.2% Reduced
1177
IP
Interval Partners
New York
$69.2M +$65.4M 4 4.12% Increased
1178
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$69.1M +$70M 6 3.97% New
1179
Jacobs & Co
Jacobs & Co
California
$68.9M +$201K 6 8.97% Increased
1180
Roundview Capital
Roundview Capital
New Jersey
$68.8M -$968K 5 7.85% Reduced
1181
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$68.7M -$537K 4 11.29% Reduced
1182
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$68.6M -$2.13M 6 6.95% Reduced
1183
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$68.6M +$13.6M 6 2.08% Increased
1184
Belpointe Asset Management
Belpointe Asset Management
Nevada
$68.5M -$9.39M 29 4.14% Reduced
1185
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$68.4M -$10M 6 7.1% Reduced
1186
DDD Partners
DDD Partners
Washington
$68.3M +$9.01M 5 10.93% Increased
1187
HighTower Trust
HighTower Trust
Texas
$68.2M -$295K 5 6.59% Reduced
1188
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$68.2M -$57.9M 19 0.99% Reduced
1189
Anomaly Capital Management
Anomaly Capital Management
New York
$68.2M -$121M 1 3.07% Reduced
1190
Hoey Investments
Hoey Investments
Pennsylvania
$68.1M -$7.88M 10 29.38% Reduced
1191
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$68M +$235K 13 9.01% Increased
1192
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$67.9M +$5.11M 12 5.81% Increased
1193
Capula Management
Capula Management
Cayman Islands
$67.8M -$50.5M 9 0.91% Reduced
1194
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$67.8M -$1.03M 9 3.73% Reduced
1195
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$67.8M -$2.48M 2 9.65% Reduced
1196
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$67.8M -$929K 3 8.93% Reduced
1197
GCM
Glynn Capital Management
California
$67.7M +$3.82M 7 16.39% Increased
1198
Fulton Bank
Fulton Bank
Pennsylvania
$67.5M +$216K 8 3.8% Increased
1199
Freemont Management
Freemont Management
Switzerland
$67.5M +$16.3M 5 10.59% Increased
1200
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$67.4M -$1.38M 9 6.26% Reduced