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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
1701
Point72 Europe
Point72 Europe
United Kingdom
$64.5M -$90.6M 5 4.41% Reduced
1702
Bridgewater Advisors
Bridgewater Advisors
New York
$64.4M +$3.88M 10 5.57% Increased
1703
Parkwood LLC
Parkwood LLC
Ohio
$64.3M +$29.3M 3 5.92% Increased
1704
Telos Capital Management
Telos Capital Management
California
$64.3M -$15.2K 6 7% Reduced
1705
CWM
Cornerstone Wealth Management
Missouri
$64.3M +$891K 9 4.35% Increased
1706
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$64.2M -$11.6M 6 10.44% Reduced
1707
Capco Asset Management
Capco Asset Management
Florida
$64.2M -$1.94M 2 15.18% Reduced
1708
Vision Capital Management
Vision Capital Management
Oregon
$64.1M +$3.31M 5 9.24% Increased
1709
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$64.1M -$702K 5 9.05% Reduced
1710
Coalescence Partners Investment Management
Coalescence Partners Investment Management
New York
$64.1M +$11.3M 2 21.16% Increased
1711
Arcadia Investment Management
Arcadia Investment Management
Michigan
$64M -$1.75M 8 11.59% Reduced
1712
Glynn Capital Management
Glynn Capital Management
California
$64M -$4.91M 7 16.83% Reduced
1713
Edge Wealth Management
Edge Wealth Management
New York
$63.9M +$1.08M 5 12.96% Increased
1714
TRB Advisors
TRB Advisors
New York
$63.8M -$27.4M 1 30.24% Reduced
1715
Blue Whale Capital
Blue Whale Capital
United Kingdom
$63.8M -$8.94M 2 5.17% Reduced
1716
Lindbrook Capital
Lindbrook Capital
California
$63.7M +$1.83M 27 5.88% Increased
1717
Cooper Financial Group
Cooper Financial Group
California
$63.6M +$2.41M 8 8.38% Increased
1718
BBR Partners
BBR Partners
New York
$63.3M -$984K 7 4.47% Reduced
1719
Wallington Asset Management
Wallington Asset Management
Indiana
$63.3M -$4.34M 4 9.12% Reduced
1720
GM Advisory Group
GM Advisory Group
New York
$63.3M -$967K 9 3.42% Reduced
1721
Hamilton Wealth
Hamilton Wealth
California
$63.2M -$6.02M 4 15.22% Reduced
1722
Avalon Capital Management
Avalon Capital Management
California
$63.2M -$9.26M 5 18.36% Reduced
1723
Community Bank
Community Bank
New York
$63.2M -$1.01M 7 8.47% Reduced
1724
Dillon & Associates
Dillon & Associates
Michigan
$63.1M -$898K 4 9.38% Reduced
1725
Sargent Investment Group
Sargent Investment Group
Maryland
$63.1M +$2.19M 8 10.07% Increased