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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
Stephens Inc
Stephens Inc
Arkansas
$518M +$23.1M 12 6.6% Increased
627
Dorsal Capital Management
Dorsal Capital Management
California
$518M -$68.6M 3 13.82% Reduced
628
SC
SRB Corp
Massachusetts
$517M -$6.75M 3 29.63% Reduced
629
BOK Financial
BOK Financial
Oklahoma
$516M +$9.8M 18 7.77% Increased
630
Abrams Capital Management
Abrams Capital Management
Massachusetts
$516M $0 1 8.37% Maintained
631
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$516M +$1.54M 17 14.77% Increased
632
AL4A
Accel Leaders 4 Associates
California
$514M $0 1 100% Maintained
633
Country Trust Bank
Country Trust Bank
Illinois
$512M -$59.9M 12 11.21% Reduced
634
Madison Asset Management
Madison Asset Management
Wisconsin
$511M -$24.6M 6 5.64% Reduced
635
Allianz
Allianz
Germany
$499M -$1.03M 11 10.6% Reduced
636
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$495M -$8.75M 7 20.92% Reduced
637
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$493M +$13.9M 15 12.81% Increased
638
RI
RWWM Inc
California
$492M -$11.9M 5 35.16% Reduced
639
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$490M -$7.53M 13 17.43% Reduced
640
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$489M -$43M 5 14.25% Reduced
641
GWMR
GC Wealth Management RIA
Massachusetts
$487M +$264M 15 16.03% Increased
642
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$486M -$9.2M 7 15.25% Reduced
643
Coldstream Capital Management
Coldstream Capital Management
Washington
$484M +$17.6M 19 6.52% Increased
644
CA
Cornerstone Advisors
North Carolina
$482M $0 5 15.89% Maintained
645
Chilton Capital Management
Chilton Capital Management
Texas
$482M +$56.9M 9 16.2% Increased
646
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$481M +$16.5M 16 8.55% Increased
647
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$478M +$91.3M 10 0.82% Increased
648
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$476M -$13.4M 15 15.62% Reduced
649
Slate Path Capital
Slate Path Capital
New York
$476M -$131M 2 7.36% Reduced
650
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$475M +$10.4M 19 9.99% Increased