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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
1276
Prospera Financial Services
Prospera Financial Services
Texas
$60.4M -$15.7M 9 3.03% Reduced
1277
Clear Street
Clear Street
New York
$60.3M +$28M 3 0.76% Increased
1278
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$60.1M +$19.1M 3 0.98% Increased
1279
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$60M -$1.4M 7 5.51% Reduced
1280
JWBC
J.W. Burns & Co
New York
$59.8M -$1.73M 5 10.91% Reduced
1281
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$59.8M -$9.33M 1 2.66% Reduced
1282
HughesLittle Investment Management
HughesLittle Investment Management
$59.7M -$547K 2 17.63% Reduced
1283
Lyell Wealth Management
Lyell Wealth Management
California
$59.7M -$2.23M 8 9.42% Reduced
1284
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$59.7M -$139K 5 3.83% Reduced
1285
Sepio Capital
Sepio Capital
Utah
$59.3M +$2.77M 12 5.13% Increased
1286
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$59.3M -$318K 5 6.92% Reduced
1287
GHP Investment Advisors
GHP Investment Advisors
Colorado
$59.3M +$998K 16 4.01% Increased
1288
FCP
Fosse Capital Partners
United Kingdom
$59.2M +$10.6M 1 27.63% Increased
1289
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$58.9M +$183K 4 9.73% Increased
1290
Matrix Asset Advisors
Matrix Asset Advisors
New York
$58.9M +$5.46M 4 8.83% Increased
1291
Ropes Wealth Advisors
Ropes Wealth Advisors
Massachusetts
$58.9M -$1.22M 10 10.59% Reduced
1292
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$58.8M +$1.99M 5 8.33% Increased
1293
Governors Lane
Governors Lane
New York
$58.8M +$40M 2 6.06% Increased
1294
Telemus Capital
Telemus Capital
Michigan
$58.8M -$240K 7 5.36% Reduced
1295
KAS
Kemnay Advisory Services
New York
$58.6M +$4.52M 5 29.47% Increased
1296
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$58.6M +$4.09M 3 6.61% Increased
1297
LCM
Lionstone Capital Management
New York
$58.5M +$17M 2 20.9% Increased
1298
Chan Zuckerberg Initiative
Chan Zuckerberg Initiative
California
$58.4M +$62.1M 1 16.1% New
1299
Brandes Investment Partners
Brandes Investment Partners
California
$58.2M -$8.2M 5 1.63% Reduced
1300
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$58.2M -$1.18M 8 4.9% Reduced