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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
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$124M +$19.3M 10 13.79% Increased
1277
Schnieders Capital Management
Schnieders Capital Management
California
$123M -$4.24M 6 24.47% Reduced
1278
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$123M +$2.82M 6 1.64% Increased
1279
Weatherly Asset Management
Weatherly Asset Management
California
$123M +$271K 6 10.95% Increased
1280
First American Trust
First American Trust
California
$123M -$1.11M 6 12.29% Reduced
1281
Quest Investment Management
Quest Investment Management
Oregon
$123M -$7.26M 4 14.3% Reduced
1282
Jacobs & Co
Jacobs & Co
California
$123M -$2.84M 6 12.53% Reduced
1283
TCM
Trybe Capital Management
Connecticut
$123M $0 3 16.57% Maintained
1284
GAMMA Investing
GAMMA Investing
California
$123M +$15M 28 10.45% Increased
1285
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$122M +$11.9M 22 8.26% Increased
1286
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$122M +$2.4M 8 12.77% Increased
1287
Clough Capital Partners
Clough Capital Partners
Massachusetts
$122M -$39.4M 4 13.84% Reduced
1288
DA
Dash Acquisitions
California
$122M +$7.95M 6 25.94% Increased
1289
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$122M +$149K 6 11.04% Increased
1290
Dorsey Asset Management
Dorsey Asset Management
Illinois
$122M +$33.1M 1 12.55% Increased
1291
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$122M -$6.39M 4 12.46% Reduced
1292
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$122M -$6.41M 6 22.07% Reduced
1293
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$121M +$28.8M 11 2.05% Increased
1294
Sculptor Capital
Sculptor Capital
New York
$121M -$213M 3 1.62% Reduced
1295
DDD Partners
DDD Partners
Washington
$121M -$14.7M 5 14.91% Reduced
1296
Hilltop Holdings
Hilltop Holdings
Texas
$121M +$4.94M 11 7.66% Increased
1297
Moran Wealth Management
Moran Wealth Management
Florida
$121M +$735K 8 3.86% Increased
1298
RNC Capital Management
RNC Capital Management
California
$121M +$920K 6 6.45% Increased
1299
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$121M +$2.22M 9 17.61% Increased
1300
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$120M -$9.21M 2 8.74% Reduced