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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
Coerente Capital Management
Coerente Capital Management
Ontario, Canada
$123M -$1.44M 6 23.16% Reduced
1177
Suvretta Capital Management
Suvretta Capital Management
New York
$122M -$49.6M 3 4.55% Reduced
1178
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$122M -$28.2M 4 9.17% Reduced
1179
SP Asset Management
SP Asset Management
California
$122M -$2.54M 8 11.36% Reduced
1180
SAM
Scopus Asset Management
New York
$122M +$29.2M 1 2.52% Increased
1181
Timucuan Asset Management
Timucuan Asset Management
Florida
$122M -$56.5M 2 4.11% Reduced
1182
Circle Wealth Management
Circle Wealth Management
New Jersey
$121M +$79.3K 8 3.01% Increased
1183
Middleton & Co
Middleton & Co
Massachusetts
$121M -$3.05M 6 13.98% Reduced
1184
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$121M -$37.6M 5 8.26% Reduced
1185
HUB Investment Partners
HUB Investment Partners
Texas
$121M +$11.9M 11 6.61% Increased
1186
TenCore Partners
TenCore Partners
New York
$121M -$17.2M 3 37.51% Reduced
1187
Mane Global Capital Management
Mane Global Capital Management
New York
$121M +$59.2M 2 10.25% Increased
1188
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$121M +$756K 6 9.43% Increased
1189
CSM Advisors
CSM Advisors
Pennsylvania
$121M +$17.7M 5 7.92% Increased
1190
Valiant Capital Management
Valiant Capital Management
California
$120M -$1.51M 3 7.63% Reduced
1191
Check Capital Management
Check Capital Management
California
$120M +$1.06M 3 3.95% Increased
1192
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$120M +$16.1M 11 3.15% Increased
1193
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$120M -$2.9M 4 12.23% Reduced
1194
Fulton Bank
Fulton Bank
Pennsylvania
$120M +$2.05M 11 4.9% Increased
1195
First American Trust
First American Trust
California
$119M -$874K 5 12.44% Reduced
1196
J. Stern & Co
J. Stern & Co
United Kingdom
$118M +$24.2M 4 14.94% Increased
1197
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$118M -$15.2M 5 2.21% Reduced
1198
Melqart Asset Management
Melqart Asset Management
United Kingdom
$118M -$45M 6 7.35% Reduced
1199
Private Advisory Group
Private Advisory Group
Washington
$118M +$12.8M 7 16.81% Increased
1200
Rollins Financial Advisors
Rollins Financial Advisors
New York
$118M +$1.66M 4 22.16% Increased