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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
Carret Asset Management
Carret Asset Management
New York
$124M +$123K 9 14.06% Increased
1177
Grassi Investment Management
Grassi Investment Management
California
$124M +$939K 8 11.49% Increased
1178
Timucuan Asset Management
Timucuan Asset Management
Florida
$124M -$1.24M 2 3.86% Reduced
1179
DNCA Finance
DNCA Finance
France
$124M +$5.45M 6 10.29% Increased
1180
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$124M -$51.6M 10 11.3% Reduced
1181
Tran Capital Management
Tran Capital Management
California
$124M -$12.8M 4 16.64% Reduced
1182
Jag Capital Management
Jag Capital Management
Missouri
$124M +$27.2M 7 16.46% Increased
1183
RDST Capital
RDST Capital
Washington
$123M +$10.5M 2 17.54% Increased
1184
Synergy Asset Management
Synergy Asset Management
Washington
$123M -$38.6M 4 15.54% Reduced
1185
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$123M +$18.4M 14 1.87% Increased
1186
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$123M -$1.19M 17 11.98% Reduced
1187
Wahed Invest
Wahed Invest
New York
$123M +$3.8M 8 21.29% Increased
1188
Palo Alto Wealth Advisors
Palo Alto Wealth Advisors
California
$123M -$2.84M 6 47.97% Reduced
1189
Pine Valley Investments
Pine Valley Investments
New Jersey
$123M -$1.31M 10 7.43% Reduced
1190
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$123M -$825K 8 9.08% Reduced
1191
TritonPoint Wealth
TritonPoint Wealth
Maryland
$122M +$1.66M 8 11.63% Increased
1192
Sienna Gestion
Sienna Gestion
France
$122M -$18.2M 4 9.88% Reduced
1193
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$122M -$23.1M 14 1.71% Reduced
1194
CSNH
Crow's Nest Holdings
Virginia
$122M -$16.8M 2 30.2% Reduced
1195
IHT Wealth Management
IHT Wealth Management
Illinois
$122M +$2.71M 9 3.81% Increased
1196
Cadian Capital Management
Cadian Capital Management
New York
$122M +$20.3M 2 5.22% Increased
1197
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$122M +$13.5M 9 10.9% Increased
1198
BDF Gestion
BDF Gestion
France
$122M +$8.07M 4 13.31% Increased
1199
UAM
UAS Asset Management
New York
$122M -$6.86M 2 29.33% Reduced
1200
Atomi Financial Group
Atomi Financial Group
New York
$122M +$1.94M 12 5.55% Increased