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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
Nellore Capital Management
Nellore Capital Management
California
$369M +$16.7M 4 47.14% Increased
727
E Fund Management
E Fund Management
China
$367M +$405M 9 10.91% New
728
WesBanco Bank
WesBanco Bank
West Virginia
$367M -$1.07M 9 10.15% Reduced
729
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$366M -$16.8M 12 12.47% Reduced
730
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$366M -$38.6M 7 13.57% Reduced
731
DAM
Davis Asset Management
California
$365M +$18M 6 10.55% Increased
732
Styrax Capital
Styrax Capital
New York
$364M +$11M 4 25.4% Increased
733
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$363M +$120M 1 5.42% Increased
734
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$363M +$6.98M 12 11.42% Increased
735
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
$361M -$15.1M 7 24.19% Reduced
736
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$361M +$345M 16 7.63% Increased
737
Braun Stacey Associates
Braun Stacey Associates
New York
$359M +$1.93M 5 11.93% Increased
738
Anomaly Capital Management
Anomaly Capital Management
New York
$358M -$231M 2 21.68% Reduced
739
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$356M -$181M 14 1.97% Reduced
740
Howland Capital Management
Howland Capital Management
Massachusetts
$355M -$9.39M 8 14.04% Reduced
741
Choreo LLC
Choreo LLC
Illinois
$355M +$2.99M 16 4.36% Increased
742
RiverFront Investment Group
RiverFront Investment Group
Virginia
$353M +$6.16M 6 5.47% Increased
743
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$353M +$33.5M 16 7.98% Increased
744
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$353M +$3.16M 15 3.51% Increased
745
Diversify Wealth Management
Diversify Wealth Management
Utah
$353M +$233M 16 6.29% Increased
746
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$350M +$48M 15 4.34% Increased
747
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$350M -$1.88M 10 15.91% Reduced
748
LGT Capital Partners
LGT Capital Partners
Switzerland
$350M +$3.28M 2 18.57% Increased
749
Freestone Grove Partners
Freestone Grove Partners
California
$349M -$19.1M 10 2.47% Reduced
750
World Investment Advisors
World Investment Advisors
California
$349M +$4.42M 16 5.63% Increased