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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
$453M -$3.25M 22 6.41% Reduced
702
Prospera Financial Services
Prospera Financial Services
Texas
$453M +$11.4M 15 7.44% Increased
703
Harvest Fund Management
Harvest Fund Management
China
$452M +$24.4M 13 17% Increased
704
Castleark Management
Castleark Management
Illinois
$451M +$19.3M 6 13.25% Increased
705
Farther Finance Advisors
Farther Finance Advisors
California
$450M +$114M 34 4.82% Increased
706
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$448M -$10.1M 12 14.85% Reduced
707
Elliott Investment Management
Elliott Investment Management
Florida
$448M $0 1 1.98% Maintained
708
Oak Associates
Oak Associates
Ohio
$447M -$40.4M 7 26.84% Reduced
709
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$446M +$10.7M 12 13.21% Increased
710
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$446M -$3.21M 6 24.2% Reduced
711
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$445M -$25.6M 8 25.86% Reduced
712
Northeast Investment Management
Northeast Investment Management
Massachusetts
$445M -$5.57M 7 17.38% Reduced
713
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$445M +$42.7M 9 16.93% Increased
714
Keywise Capital Management (HK)
Keywise Capital Management (HK)
Hong Kong
$444M +$57.3M 2 34.08% Increased
715
Samlyn Capital
Samlyn Capital
New York
$443M -$120M 2 7.06% Reduced
716
Gradient Investments
Gradient Investments
Minnesota
$443M -$11.3M 6 7.03% Reduced
717
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$442M -$56.1M 7 13.55% Reduced
718
CK
Cohen Klingenstein
New York
$442M -$2.05M 7 13.42% Reduced
719
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$441M -$2.59M 7 8.66% Reduced
720
Americana Partners
Americana Partners
Texas
$441M +$34.4M 10 12.11% Increased
721
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$441M +$4.87M 10 4.82% Increased
722
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$440M -$24.6M 6 23.05% Reduced
723
Bowie Capital Management
Bowie Capital Management
Texas
$439M +$26.2M 4 17.55% Increased
724
Discerene Group
Discerene Group
Connecticut
$437M -$756K 1 41.37% Reduced
725
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$436M -$9.9M 5 26.94% Reduced