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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
601
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$316M +$8.69M 7 9.93% Increased
602
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$315M -$1.63M 3 16.55% Reduced
603
MC
Maplelane Capital
New York
$315M -$97.3M 3 9.83% Reduced
604
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$315M $0 1 7.22% Maintained
605
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$313M -$8.5M 6 17.94% Reduced
606
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$313M +$126M 11 5.36% Increased
607
Confluence Investment Management
Confluence Investment Management
Missouri
$312M -$37.4M 4 4.55% Reduced
608
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$311M +$23.7M 5 10.09% Increased
609
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$311M +$32.9M 8 8.48% Increased
610
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$310M +$23.1M 5 10.25% Increased
611
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$309M +$7.6M 8 8.41% Increased
612
Soros Fund Management
Soros Fund Management
New York
$307M +$14.2M 7 4.79% Increased
613
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$307M -$138M 5 3.89% Reduced
614
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$306M +$17.6M 7 2.74% Increased
615
Ariel Investments
Ariel Investments
Illinois
$306M -$51.5M 3 2.9% Reduced
616
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$304M -$138M 3 7.33% Reduced
617
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$304M +$7.17M 6 7.72% Increased
618
NZS Capital
NZS Capital
Colorado
$300M -$7.02M 4 15.02% Reduced
619
Meyer Handelman Company
Meyer Handelman Company
New York
$298M -$3.75M 7 12.03% Reduced
620
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$295M +$24.5M 18 6.62% Increased
621
Glenview Capital Management
Glenview Capital Management
New York
$294M -$76.1M 3 6.63% Reduced
622
Meritage Group
Meritage Group
California
$293M -$561M 3 8.17% Reduced
623
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$293M -$902K 20 10.62% Reduced
624
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$292M -$4.31M 13 11.77% Reduced
625
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$289M -$3.86M 8 10.58% Reduced