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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
451
HCM
Hoplite Capital Management
New York
$197M +$3.11M 3 10.57% Increased
452
EC
EMS Capital
New York
$193M -$5.47M 5 18.2% Reduced
453
Gabelli Funds
Gabelli Funds
New York
$192M -$4.77M 8 1.13% Reduced
454
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$191M +$11.2M 20 2.42% Increased
455
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$190M +$117M 3 2.53% Increased
456
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$190M +$186M 12 5.42% New
457
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$190M +$12.3M 12 5.04% Increased
458
Advisors Asset Management
Advisors Asset Management
Colorado
$190M -$13.5M 11 3.18% Reduced
459
SAM
Sentinel Asset Management
Vermont
$188M $0 4 4.45% Maintained
460
Winton Group
Winton Group
United Kingdom
$188M +$35.2M 9 5.1% Increased
461
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$187M -$687K 6 3.48% Reduced
462
CAM
Capstone Asset Management
Texas
$187M -$3.1M 12 5.22% Reduced
463
AIM
Allen Investment Management
New York
$186M +$18.4M 5 9.58% Increased
464
Ariel Investments
Ariel Investments
Illinois
$186M +$50.5K 3 2.19% Increased
465
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$186M +$1.03M 3 41.76% Increased
466
HM Payson & Co
HM Payson & Co
Maine
$185M +$1.4M 7 8.45% Increased
467
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$184M -$2.75M 5 8.29% Reduced
468
SW
SVB Wealth
Massachusetts
$183M -$465K 9 7.3% Reduced
469
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$182M +$7.16M 8 4.4% Increased
470
Truist Financial
Truist Financial
North Carolina
$181M -$7.43M 9 3.64% Reduced
471
OA
Omega Advisors
New York
$181M -$7.67M 3 7.27% Reduced
472
SCM
Sirios Capital Management
Massachusetts
$179M -$49.2M 3 8.18% Reduced
473
Meag Munich Ergo
Meag Munich Ergo
Germany
$179M +$98.2M 9 7.09% Increased
474
Douglas Lane & Associates
Douglas Lane & Associates
New York
$179M -$1.26M 6 4.45% Reduced
475
PWLP
Prio Wealth Limited Partnership
Massachusetts
$179M -$1.75M 6 9.17% Reduced