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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
Old National Bancorp
Old National Bancorp
Indiana
$372M +$39.6M 11 6.63% Increased
702
Mission Wealth Management
Mission Wealth Management
California
$372M +$12.9M 13 7.96% Increased
703
NAM
NorthCrest Asset Manangement
Minnesota
$372M +$3.81M 11 9.99% Increased
704
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$370M -$913M 9 13.92% Reduced
705
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$369M +$11.9M 7 8.01% Increased
706
Braun Stacey Associates
Braun Stacey Associates
New York
$369M -$118K 6 13.36% Reduced
707
Meag Munich Ergo
Meag Munich Ergo
Germany
$368M -$52.4M 8 10.38% Reduced
708
Northeast Investment Management
Northeast Investment Management
Massachusetts
$366M -$5.28M 7 15.65% Reduced
709
Prospera Financial Services
Prospera Financial Services
Texas
$366M +$46.1M 15 6.82% Increased
710
Modera Wealth Management
Modera Wealth Management
New Jersey
$365M -$1.3M 8 4.52% Reduced
711
Guinness Asset Management
Guinness Asset Management
United Kingdom
$365M +$312K 4 6.54% Increased
712
Covea Finance
Covea Finance
France
$365M +$11M 4 13.55% Increased
713
Harvest Fund Management
Harvest Fund Management
China
$364M -$40.6M 13 17.21% Reduced
714
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$364M +$157K 6 21.01% Increased
715
Verition Fund Management
Verition Fund Management
Connecticut
$363M -$777M 28 1.62% Reduced
716
Gradient Investments
Gradient Investments
Minnesota
$362M +$2.12M 6 6.62% Increased
717
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$362M -$1.17M 4 49.72% Reduced
718
Lindsell Train
Lindsell Train
United Kingdom
$361M +$329M 2 8.51% Increased
719
GPCM
Greenbrier Partners Capital Management
Texas
$361M -$357K 4 26.45% Reduced
720
Choreo LLC
Choreo LLC
Illinois
$361M +$14.8M 18 5.03% Increased
721
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$359M +$7.45M 10 13.67% Increased
722
Martin Currie
Martin Currie
United Kingdom
$358M +$13.9M 3 13.71% Increased
723
FI
Focused Investors
California
$355M -$26.1M 2 11.63% Reduced
724
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$355M +$16.1M 8 17.89% Increased
725
Americana Partners
Americana Partners
Texas
$354M +$4.5M 7 12.22% Increased