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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
676
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$155M -$389K 6 11.14% Reduced
677
Myriad Asset Management
Myriad Asset Management
Hong Kong
$154M -$42.6M 3 18.68% Reduced
678
TCTC Holdings
TCTC Holdings
Texas
$152M -$4.41M 6 7.78% Reduced
679
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$152M +$590K 7 7.97% Increased
680
Segantii Capital Management
Segantii Capital Management
Hong Kong
$152M +$75.7M 1 11.04% Increased
681
CA
Cornerstone Advisors
North Carolina
$152M +$144M 3 12.5% New
682
Altshuler Shaham
Altshuler Shaham
Israel
$152M -$16.2M 10 4.33% Reduced
683
AssetMark Inc
AssetMark Inc
California
$151M +$39.3M 13 1.15% Increased
684
Stephens Inc
Stephens Inc
Arkansas
$151M -$6.2M 13 3.17% Reduced
685
Private Wealth Partners
Private Wealth Partners
California
$151M +$6.42M 7 20.56% Increased
686
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$151M +$3.25M 5 21.69% Increased
687
Avity Investment Management
Avity Investment Management
Connecticut
$151M -$411K 7 16.66% Reduced
688
Munro Partners
Munro Partners
Australia
$150M -$10.6M 4 21.26% Reduced
689
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$150M +$48.9K 8 7.96% Increased
690
HAM
Honeycomb Asset Management
New York
$149M -$78.9M 4 14.38% Reduced
691
Todd Asset Management
Todd Asset Management
Kentucky
$149M +$36.2M 8 3.7% Increased
692
Första AP-fonden
Första AP-fonden
Sweden
$149M -$7.62M 3 7.41% Reduced
693
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$148M +$111K 7 17.8% Increased
694
Wealthfront Advisers
Wealthfront Advisers
California
$148M +$5.32M 8 1.1% Increased
695
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$147M -$4.35M 8 8.38% Reduced
696
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$147M -$2.06M 12 7.26% Reduced
697
SCCM
Schafer Cullen Capital Management
New York
$147M -$5.02M 2 1.72% Reduced
698
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$146M -$68.1M 3 4.56% Reduced
699
WhitTier Trust Company
WhitTier Trust Company
Nevada
$146M -$49.3K 14 9.31% Reduced
700
KAS
Kemnay Advisory Services
New York
$146M -$3.48M 6 36.19% Reduced