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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
751
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$169M -$579K 8 8.63% Reduced
752
First Long Island Investors
First Long Island Investors
New York
$169M -$16.1M 6 17.42% Reduced
753
TDAM USA
TDAM USA
Ontario, Canada
$168M -$7.39M 7 11.54% Reduced
754
Avenir Corporation
Avenir Corporation
Virginia
$167M -$3.72M 2 17.38% Reduced
755
Vantage Investment Partners
Vantage Investment Partners
Missouri
$167M +$10.5M 3 10.44% Increased
756
Junto Capital Management
Junto Capital Management
New York
$166M +$119M 3 6.03% Increased
757
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$164M +$11.8M 5 12.3% Increased
758
CGL
Clarius Group LLC
Washington
$164M +$5.23M 7 21.09% Increased
759
James Hambro & Partners
James Hambro & Partners
United Kingdom
$164M -$50.9M 5 23.1% Reduced
760
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$164M -$4.77M 6 8.18% Reduced
761
IG
Ithaka Group
Virginia
$164M -$2.16M 4 20.2% Reduced
762
KCM Investment Advisors
KCM Investment Advisors
California
$164M +$1.17M 8 9.07% Increased
763
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$164M +$59.3M 33 1.81% Increased
764
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$163M -$1.61M 10 5.97% Reduced
765
Horan Capital Management
Horan Capital Management
Maryland
$162M -$10.4M 4 23.91% Reduced
766
Boston Financial Management
Boston Financial Management
Massachusetts
$162M -$997K 7 7.87% Reduced
767
Senator Investment Group
Senator Investment Group
New York
$161M +$2.63M 2 4.69% Increased
768
Ashfield Capital Partners
Ashfield Capital Partners
California
$161M -$730K 9 14.59% Reduced
769
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$160M +$1.03M 10 9.37% Increased
770
Sit Investment Associates
Sit Investment Associates
Minnesota
$160M -$775K 6 4.71% Reduced
771
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$160M -$3.59M 10 11.44% Reduced
772
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$160M +$11.3M 6 14.22% Increased
773
Vaughan David Investments
Vaughan David Investments
Illinois
$160M -$1.53M 7 6.2% Reduced
774
Iconiq Capital
Iconiq Capital
California
$159M +$111M 6 9.28% Increased
775
Veritable
Veritable
Delaware
$158M +$73.3K 11 3.18% Increased