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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
651
HHAA
Henry H. Armstrong Associates
Pennsylvania
$340M -$7.14M 5 33.12% Reduced
652
Curi RMB Capital
Curi RMB Capital
Illinois
$336M +$40.7M 10 7.71% Increased
653
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$336M -$352M 2 8.97% Reduced
654
Gotham Asset Management
Gotham Asset Management
New York
$334M +$18.3M 20 5.05% Increased
655
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$334M +$5.51M 9 10.41% Increased
656
Greenleaf Trust
Greenleaf Trust
Michigan
$334M -$3.33M 9 3.11% Reduced
657
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$334M +$16.4M 12 5.54% Increased
658
CA
Cornerstone Advisors
North Carolina
$334M -$32.1M 5 13.83% Reduced
659
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$333M -$1.52M 19 10.37% Reduced
660
Nomura Holdings
Nomura Holdings
Japan
$332M -$22.2M 13 0.83% Reduced
661
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$330M +$6.63M 11 11.92% Increased
662
Profund Advisors
Profund Advisors
Maryland
$329M -$6.67M 16 12.82% Reduced
663
BNP Paribas
BNP Paribas
France
$329M +$314M 15 15.33% New
664
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$328M -$3.4M 8 11.59% Reduced
665
BG
Bollard Group
Massachusetts
$327M +$1.33M 7 9.9% Increased
666
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$327M -$11.4M 12 12.13% Reduced
667
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$326M +$7M 16 7.36% Increased
668
CT
Cambridge Trust
Massachusetts
$326M -$2.43M 14 12.35% Reduced
669
Guinness Asset Management
Guinness Asset Management
United Kingdom
$325M +$5.42M 4 6.77% Increased
670
Braun Stacey Associates
Braun Stacey Associates
New York
$324M -$4.19M 4 12.84% Reduced
671
NIM
Northeast Investment Management
Massachusetts
$324M -$3.17M 7 15.94% Reduced
672
MC
Martin Currie
United Kingdom
$323M +$6.92M 3 9.94% Increased
673
Group One Trading
Group One Trading
Illinois
$323M +$97.3M 25 1.24% Increased
674
SAM
Shell Asset Management
Netherlands
$322M -$35.8M 17 14.67% Reduced
675
Ruffer LLP
Ruffer LLP
United Kingdom
$320M -$43.5M 2 12.31% Reduced