← 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
1226
Means Investment Company
Means Investment Company
Maine
$78.9M +$398K 9 13.85% Increased
1227
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Massachusetts
$78.7M $0 1 12.31% Maintained
1228
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$78.4M +$814K 11 7.13% Increased
1229
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$78.2M -$7.06M 9 1.34% Reduced
1230
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$78.1M +$9.21M 5 3.87% Increased
1231
Bell Asset Management
Bell Asset Management
Australia
$78M -$11.1M 4 14.26% Reduced
1232
Transform Wealth
Transform Wealth
Colorado
$77.8M +$7.7M 5 7.34% Increased
1233
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$77.8M +$2.82M 10 10.53% Increased
1234
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$77.5M +$513K 5 12.09% Increased
1235
Ostrum Asset Management
Ostrum Asset Management
France
$77.4M +$72.1M 14 6.74% New
1236
Anomaly Capital Management
Anomaly Capital Management
New York
$77.2M -$2.38M 2 3.4% Reduced
1237
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$77.1M +$247K 6 10.42% Increased
1238
Redpoint Management
Redpoint Management
California
$77.1M $0 1 14.39% Maintained
1239
Summit Trail Advisors
Summit Trail Advisors
New York
$77M -$657K 10 3.1% Reduced
1240
NEA Management Company
NEA Management Company
Maryland
$77M -$34.2M 1 5.32% Reduced
1241
Clare Market Investments
Clare Market Investments
Texas
$76.9M -$329K 7 32.13% Reduced
1242
Legion Partners Asset Management
Legion Partners Asset Management
California
$76.9M +$37.1M 2 22.61% Increased
1243
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$76.9M +$4.57M 10 2.6% Increased
1244
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$76.9M +$6.21M 5 9.78% Increased
1245
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$76.7M $0 1 2.96% Maintained
1246
Matrix Asset Advisors
Matrix Asset Advisors
New York
$76.7M +$5.85M 4 11.09% Increased
1247
Ballentine Partners
Ballentine Partners
Massachusetts
$76.6M +$9.9M 10 1.93% Increased
1248
Deltec Asset Management
Deltec Asset Management
New York
$76.3M -$14M 6 18.85% Reduced
1249
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$76.3M +$13.6M 6 6.15% Increased
1250
Sabadell Asset Management
Sabadell Asset Management
Spain
$76.3M -$1.8M 9 16.22% Reduced