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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
WesBanco Bank
WesBanco Bank
West Virginia
$432M -$2.13M 10 11.9% Reduced
727
MFF Capital Investments Ltd
MFF Capital Investments Ltd
$432M +$417M 4 26.44% New
728
GC Wealth Management RIA
GC Wealth Management RIA
Massachusetts
$429M -$118M 10 15.75% Reduced
729
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$428M +$101M 8 18.2% Increased
730
Glenview Capital Management
Glenview Capital Management
New York
$428M +$147M 3 8.71% Increased
731
Kinetic Partners Management
Kinetic Partners Management
Florida
$428M -$8.63M 7 20.75% Reduced
732
Caprock Group
Caprock Group
Idaho
$427M +$32.2M 13 9.03% Increased
733
NEI
Northwest & Ethical Investments
Ontario, Canada
$427M -$56.2M 8 9.61% Reduced
734
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$426M -$47.4M 9 16.61% Reduced
735
Joel Isaacson & Co
Joel Isaacson & Co
New York
$426M +$23.4M 8 14.06% Increased
736
NAM
NorthCrest Asset Manangement
Minnesota
$426M +$8.88M 13 9.5% Increased
737
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$425M +$65.5M 4 34.27% Increased
738
Old National Bancorp
Old National Bancorp
Indiana
$424M -$17M 10 7.04% Reduced
739
L1 Capital International
L1 Capital International
Australia
$423M +$328M 4 21.87% Increased
740
Dorsal Capital Management
Dorsal Capital Management
California
$422M -$55.6M 3 14.67% Reduced
741
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$421M +$1.99M 10 13.43% Increased
742
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$421M +$22.3M 15 4.66% Increased
743
Meitav Investment House
Meitav Investment House
Israel
$421M +$14.7M 7 4.86% Increased
744
TCTC Holdings
TCTC Holdings
Texas
$420M -$6.04M 11 12.56% Reduced
745
Freestone Grove Partners
Freestone Grove Partners
California
$420M +$124M 7 3.03% Increased
746
Braun Stacey Associates
Braun Stacey Associates
New York
$418M -$6.7M 5 13.56% Reduced
747
Mission Wealth Management
Mission Wealth Management
California
$418M +$6.79M 14 8.34% Increased
748
Choreo LLC
Choreo LLC
Illinois
$418M -$11.7M 18 5.33% Reduced
749
Howland Capital Management
Howland Capital Management
Massachusetts
$417M -$8.11M 7 15.86% Reduced
750
Modera Wealth Management
Modera Wealth Management
New Jersey
$416M -$4.7M 7 4.81% Reduced