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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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$382M +$2.21M 21 10.72% Increased
652
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$381M +$2.4M 9 10.95% Increased
653
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$380M -$50.7M 3 17.5% Reduced
654
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$380M +$8.16M 3 13.1% Increased
655
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$379M -$2.41M 5 16.84% Reduced
656
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$378M -$215M 12 12.49% Reduced
657
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$377M +$34.8M 6 4.08% Increased
658
Bowie Capital Management
Bowie Capital Management
Texas
$376M +$472K 3 19.95% Increased
659
Samlyn Capital
Samlyn Capital
New York
$376M -$95.1M 3 5.68% Reduced
660
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$376M -$7.49M 12 12.62% Reduced
661
NEI
Northwest & Ethical Investments
Ontario, Canada
$376M +$10.7M 8 10.2% Increased
662
HB Wealth Management
HB Wealth Management
Georgia
$374M +$27.1M 14 3.82% Increased
663
CA
Cornerstone Advisors
North Carolina
$372M -$10.9M 5 14.83% Reduced
664
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$372M +$3.73M 14 5.4% Increased
665
Virtu Financial
Virtu Financial
New York
$371M +$99.3M 13 19.67% Increased
666
Bailard
Bailard
California
$371M -$6.02M 10 9.48% Reduced
667
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$369M +$215K 8 11.9% Increased
668
First Financial Bankshares
First Financial Bankshares
Texas
$368M +$6.01M 7 7.97% Increased
669
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$367M +$23.6M 15 6.02% Increased
670
Allworth Financial
Allworth Financial
California
$366M +$74.5M 30 2.01% Increased
671
GPCM
Greenbrier Partners Capital Management
Texas
$365M $0 4 26.49% Maintained
672
Northeast Investment Management
Northeast Investment Management
Massachusetts
$365M -$2.69M 7 16.19% Reduced
673
Walleye Trading
Walleye Trading
New York
$364M +$138M 20 0.77% Increased
674
SVB Wealth
SVB Wealth
Massachusetts
$360M +$351M 12 6.73% New
675
BG
Bollard Group
Massachusetts
$360M -$20.8M 7 9.98% Reduced