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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
526
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$424M +$3.36M 10 1.04% Increased
527
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
$424M -$13.9M 8 14.27% Reduced
528
Martin Currie
Martin Currie
United Kingdom
$423M -$24.1M 3 14.59% Reduced
529
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$421M -$25.5M 9 5.82% Reduced
530
SI
SQN Investors
California
$420M -$23.4M 3 22.69% Reduced
531
IEQ Capital
IEQ Capital
California
$419M +$56M 17 12.3% Increased
532
Cincinnati Insurance
Cincinnati Insurance
Ohio
$417M $0 2 8.42% Maintained
533
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$416M -$61.2M 27 7.04% Reduced
534
Zacks Investment Management
Zacks Investment Management
Illinois
$416M +$20.5M 8 6.73% Increased
535
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$414M -$727K 9 8.47% Reduced
536
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$414M -$6.04M 10 6.22% Reduced
537
BG
Bollard Group
Massachusetts
$411M -$665K 15 13.02% Reduced
538
Pacer Advisors
Pacer Advisors
Pennsylvania
$410M -$15.2M 16 5.86% Reduced
539
Westwood Holdings Group
Westwood Holdings Group
Texas
$407M -$4.95M 8 4.13% Reduced
540
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$406M +$8.21M 4 15.99% Increased
541
Bridgewater Associates
Bridgewater Associates
Connecticut
$405M +$83.8M 9 2.6% Increased
542
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$403M -$137M 6 4.63% Reduced
543
R.H. Bluestein & Co
R.H. Bluestein & Co
Michigan
$402M -$270K 8 15.6% Reduced
544
Balyasny Asset Management
Balyasny Asset Management
Illinois
$402M +$72.7M 13 1.9% Increased
545
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$400M +$1.96M 13 4.69% Increased
546
AssetMark Inc
AssetMark Inc
California
$395M +$81.8M 13 1.83% Increased
547
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$394M +$26.4M 3 16.85% Increased
548
Hyperion Asset Management
Hyperion Asset Management
Australia
$393M +$55.5M 3 21.99% Increased
549
Great Lakes Advisors
Great Lakes Advisors
Illinois
$390M +$76.6M 10 5.88% Increased
550
Eagle Asset Management
Eagle Asset Management
Florida
$389M +$16M 7 1.67% Increased