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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
1376
Caldwell Trust
Caldwell Trust
Florida
$62.9M -$1.61M 13 9.51% Reduced
1377
TM
Tiger Management
New York
$62.9M -$1.65M 3 14.26% Reduced
1378
Brandes Investment Partners
Brandes Investment Partners
California
$62.8M +$7.29M 4 1.62% Increased
1379
Equitable Holdings
Equitable Holdings
New York
$62.8M +$296K 10 1.43% Increased
1380
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$62.7M -$1.56M 3 8.09% Reduced
1381
Perigon Wealth Management
Perigon Wealth Management
California
$62.7M +$4.13M 18 7.28% Increased
1382
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$62.4M -$11.9M 7 6.64% Reduced
1383
HBK Investments
HBK Investments
Texas
$62.4M +$20.5M 9 0.41% Increased
1384
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$62.4M -$6.43M 8 4.25% Reduced
1385
Tidal Investments
Tidal Investments
Wisconsin
$62.4M +$23.1M 11 4.31% Increased
1386
Bank of Hawaii
Bank of Hawaii
Hawaii
$62.2M -$810K 6 4% Reduced
1387
Torray Investment Partners
Torray Investment Partners
Maryland
$62.1M -$1.24M 6 10.24% Reduced
1388
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$62.1M +$3.94M 7 2.84% Increased
1389
Grimes & Company
Grimes & Company
Massachusetts
$62M +$714K 6 3.22% Increased
1390
Sompo Asset Management
Sompo Asset Management
Japan
$62M +$5.07M 6 13.43% Increased
1391
IHT Wealth Management
IHT Wealth Management
Illinois
$61.9M +$3.37M 12 5.15% Increased
1392
TCF National Bank
TCF National Bank
South Dakota
$61.8M -$4.32M 6 6.56% Reduced
1393
Tarsadia Capital
Tarsadia Capital
New York
$61.8M +$3.23M 3 12.78% Increased
1394
Ulysses Management
Ulysses Management
New York
$61.8M $0 2 11.12% Maintained
1395
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$61.7M +$5.56M 11 4.74% Increased
1396
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$61.6M -$2.12M 13 0.99% Reduced
1397
Palisade Asset Management
Palisade Asset Management
Minnesota
$61.6M -$411K 7 8.38% Reduced
1398
J. Arnold Wealth Management
J. Arnold Wealth Management
Ohio
$61.5M -$1.4M 4 36.33% Reduced
1399
Westwind Capital
Westwind Capital
New Mexico
$61.5M -$211K 5 17.91% Reduced
1400
Darrell & King
Darrell & King
Virginia
$61.4M -$1.87M 2 9.71% Reduced