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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
626
Chilton Investment Company
Chilton Investment Company
Connecticut
$294M -$2.2M 4 7.25% Reduced
627
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$293M -$4.65M 4 5.81% Reduced
628
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$293M +$41.7K 18 4.66% Increased
629
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$292M +$1.6M 18 15.96% Increased
630
MS
Mizuho Securities
Japan
$291M -$4.51M 10 84.49% Reduced
631
CK
Cohen Klingenstein
New York
$291M -$7.68M 8 12.71% Reduced
632
Northeast Investment Management
Northeast Investment Management
Massachusetts
$289M -$4.08M 8 15.46% Reduced
633
Cannell & Spears
Cannell & Spears
New York
$289M +$10.8M 9 20.91% Increased
634
KG Funds Management
KG Funds Management
New York
$288M -$2.78M 4 33.69% Reduced
635
HRT Financial
HRT Financial
New York
$287M +$105M 12 1.75% Increased
636
AEPIP
AH Equity Partners III (Parallel)
California
$286M -$75.8M 1 99.24% Reduced
637
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$285M -$56.7M 1 8.26% Reduced
638
BAM
Barrett Asset Management
New York
$284M -$14.2M 9 13.03% Reduced
639
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$282M -$3.14M 6 15.14% Reduced
640
EP Wealth Advisors
EP Wealth Advisors
California
$281M +$4.88M 12 7.71% Increased
641
Saturna Capital
Saturna Capital
Washington
$281M +$155K 5 5.64% Increased
642
Bailard
Bailard
California
$281M +$1.17M 10 9.59% Increased
643
Spire Wealth Management
Spire Wealth Management
Virginia
$280M +$4.04M 25 7.42% Increased
644
Atria Investments
Atria Investments
North Carolina
$280M +$18.4M 11 5.05% Increased
645
Stephens Inc
Stephens Inc
Arkansas
$279M -$23.7M 11 4.32% Reduced
646
CA
Cornerstone Advisors
North Carolina
$278M +$119K 4 16.15% Increased
647
PEAK6 Investments
PEAK6 Investments
Illinois
$278M +$215M 18 0.62% Increased
648
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$278M +$842K 6 5.67% Increased
649
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$278M +$8.58M 8 6.43% Increased
650
Cooperman Leon G
Cooperman Leon G
$277M $0 4 14.7% Maintained