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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
726
Mission Wealth Management
Mission Wealth Management
California
$280M +$28.9M 13 6.78% Increased
727
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$280M -$554K 13 10.66% Reduced
728
Corvex Management
Corvex Management
New York
$278M +$21.8M 3 10.79% Increased
729
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$277M +$50.9M 10 1.01% Increased
730
Meritage Group
Meritage Group
California
$277M -$30.4M 1 6.47% Reduced
731
KCM Investment Advisors
KCM Investment Advisors
California
$277M -$736K 6 9.37% Reduced
732
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$276M -$117M 1 5.96% Reduced
733
Delta Global Management
Delta Global Management
New York
$276M -$108M 6 18.52% Reduced
734
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$275M +$576K 6 26.43% Increased
735
Argent Trust Co
Argent Trust Co
Tennessee
$275M -$2.72M 8 11.39% Reduced
736
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$275M +$46.3M 18 6.42% Increased
737
Parallel Advisors
Parallel Advisors
California
$273M +$7.85M 30 6.42% Increased
738
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$272M +$3.81M 5 13.12% Increased
739
Vident Advisory
Vident Advisory
Georgia
$271M +$57.9M 23 6.83% Increased
740
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$271M -$108M 5 17.29% Reduced
741
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$271M +$227M 13 3.94% Increased
742
AIA Group
AIA Group
Hong Kong
$270M +$21.8M 8 6.98% Increased
743
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$270M +$3.44M 15 3.29% Increased
744
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$270M -$2.01M 7 11.03% Reduced
745
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$270M -$479K 6 18.19% Reduced
746
Covea Finance
Covea Finance
France
$270M -$9.38M 3 11.82% Reduced
747
Old Mission Capital
Old Mission Capital
Illinois
$269M +$207M 5 3.87% Increased
748
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$269M +$7.9M 13 3.07% Increased
749
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$268M -$5.07M 3 29.37% Reduced
750
Washington Trust
Washington Trust
Rhode Island
$268M -$3.72M 12 9.38% Reduced