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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
701
Advisory Services Network
Advisory Services Network
Georgia
$303M -$8.96M 21 5.82% Reduced
702
Braun Stacey Associates
Braun Stacey Associates
New York
$301M +$282K 6 12.31% Increased
703
PO
PBCay One
United Arab Emirates
$301M +$335M 2 23.16% New
704
SH
Spear Holdings
United Arab Emirates
$301M +$335M 2 23.16% New
705
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$298M $0 2 22.33% Maintained
706
Blackstone Inc
Blackstone Inc
New York
$297M +$265M 3 1.23% Increased
707
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$294M -$2.93M 6 18.95% Reduced
708
Alpha Cubed Investments
Alpha Cubed Investments
California
$294M -$675K 10 13.12% Reduced
709
Gradient Investments
Gradient Investments
Minnesota
$294M +$35.5M 6 5.93% Increased
710
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$292M +$112M 4 30.07% Increased
711
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$292M -$361M 2 5.65% Reduced
712
Modera Wealth Management
Modera Wealth Management
New Jersey
$291M -$4.06M 8 3.94% Reduced
713
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$291M -$2.07M 7 7.23% Reduced
714
Chilton Capital Management
Chilton Capital Management
Texas
$290M +$2.32M 6 12.51% Increased
715
ARK Investment Management
ARK Investment Management
Florida
$290M +$43.5M 6 2.9% Increased
716
Profund Advisors
Profund Advisors
Maryland
$290M -$29.7M 15 12.58% Reduced
717
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$289M +$9.7M 18 3.37% Increased
718
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$289M +$23.1M 14 5.44% Increased
719
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$288M +$12.9M 9 16.12% Increased
720
Covea Finance
Covea Finance
France
$287M +$57.1M 4 13.19% Increased
721
Guinness Asset Management
Guinness Asset Management
United Kingdom
$286M +$1.85M 4 5.44% Increased
722
Mission Wealth Management
Mission Wealth Management
California
$286M +$36.7M 14 7.01% Increased
723
Nellore Capital Management
Nellore Capital Management
California
$285M +$18.5M 4 38.71% Increased
724
Hancock Whitney
Hancock Whitney
Mississippi
$284M +$3.25M 9 9.27% Increased
725
WesBanco Bank
WesBanco Bank
West Virginia
$284M -$2.25M 9 9.86% Reduced