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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
1426
Anchor Investment Management
Anchor Investment Management
South Carolina
$109M -$5.85M 14 9.11% Reduced
1427
Cache Advisors
Cache Advisors
California
$109M +$11M 11 12.61% Increased
1428
Robinhood Asset Management
Robinhood Asset Management
California
$109M +$36.5M 5 7.9% Increased
1429
SCM
Steadfast Capital Management
New York
$109M -$549M 4 3.73% Reduced
1430
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$109M +$8.45M 3 7.47% Increased
1431
Spinnaker Trust
Spinnaker Trust
Maine
$109M -$255K 7 6.02% Reduced
1432
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$109M +$64.6M 11 6.13% Increased
1433
Twin Capital Management
Twin Capital Management
Pennsylvania
$109M -$3.18M 9 14.01% Reduced
1434
CapWealth Advisors
CapWealth Advisors
Tennessee
$109M -$759K 6 8.06% Reduced
1435
Deltec Asset Management
Deltec Asset Management
New York
$108M -$5.94M 5 19.89% Reduced
1436
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$108M -$11.7M 4 9.12% Reduced
1437
Leavell Investment Management
Leavell Investment Management
Alabama
$108M -$1.12M 7 4.44% Reduced
1438
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$108M -$1.98M 5 12.35% Reduced
1439
Third View Private Wealth
Third View Private Wealth
Connecticut
$108M +$6.57M 8 14.81% Increased
1440
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$108M -$1.12M 5 10.71% Reduced
1441
Ulysses Management
Ulysses Management
New York
$108M +$250K 3 13.42% Increased
1442
SCS Capital Management
SCS Capital Management
Massachusetts
$108M -$1.12M 7 1.14% Reduced
1443
CIA
Covington Investment Advisors
Pennsylvania
$107M -$7.54M 4 15.78% Reduced
1444
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$107M -$2.1M 1 4.72% Reduced
1445
Garde Capital
Garde Capital
Washington
$107M -$1.17M 7 6.42% Reduced
1446
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$107M -$41.1M 15 6.78% Reduced
1447
71 West Capital Partners
71 West Capital Partners
Massachusetts
$107M +$21.6M 8 4.71% Increased
1448
Emerald Investment Advisers
Emerald Investment Advisers
Pennsylvania
$107M +$118M 5 9.63% New
1449
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
$107M -$2.89M 10 2.08% Reduced
1450
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$107M +$81M 3 14.95% Increased