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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
476
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$909M -$11.1M 9 25.84% Reduced
477
Ethic Inc
Ethic Inc
New York
$904M -$9.89M 19 14.87% Reduced
478
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$902M +$15M 20 5.77% Increased
479
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$893M -$99.7M 4 8.12% Reduced
480
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$879M -$8.64M 3 14.56% Reduced
481
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$878M -$93.6M 9 24.89% Reduced
482
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$874M +$41.8M 13 12.54% Increased
483
Midwest Trust
Midwest Trust
Kansas
$872M -$17.9M 8 11.35% Reduced
484
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$856M +$79.9M 10 9.22% Increased
485
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$845M -$13.5M 12 14.35% Reduced
486
Vinva Investment Management
Vinva Investment Management
Australia
$844M +$164M 14 16.5% Increased
487
BAMCO Inc
BAMCO Inc
New York
$838M +$4.13M 7 2.22% Increased
488
CIP
Champlain Investment Partners
Vermont
$837M -$126M 4 6.31% Reduced
489
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$836M +$27.4M 13 13.51% Increased
490
Atreides Management
Atreides Management
Massachusetts
$833M -$57.5M 6 16.22% Reduced
491
Fiduciary Trust
Fiduciary Trust
Massachusetts
$831M +$1.97M 8 9.41% Increased
492
Walleye Capital
Walleye Capital
New York
$830M -$119M 27 3.11% Reduced
493
KCM
Kensico Capital Management
Connecticut
$829M -$3.21M 3 12.78% Reduced
494
Advisors Capital Management
Advisors Capital Management
New Jersey
$827M +$6.91M 8 10.24% Increased
495
Manning & Napier Advisors
Manning & Napier Advisors
New York
$822M -$126M 5 10.49% Reduced
496
Yacktman Asset Management
Yacktman Asset Management
Texas
$817M -$86.6M 2 11.25% Reduced
497
Oppenheimer & Co
Oppenheimer & Co
New York
$814M -$614K 22 9.93% Reduced
498
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$811M -$10.1M 11 10.56% Reduced
499
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$809M +$41.1M 14 13.28% Increased
500
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$808M -$19.7M 16 8.89% Reduced