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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
Regal Partners
Regal Partners
Australia
$236M -$13M 1 28.35% Reduced
752
Citizens Financial Group
Citizens Financial Group
Rhode Island
$236M -$2.87M 13 7.9% Reduced
753
PIM
Platinum Investment Management
Australia
$235M -$7.81M 7 6.55% Reduced
754
Covington Capital Management
Covington Capital Management
California
$234M -$11.7M 17 8.07% Reduced
755
Aureus Asset Management
Aureus Asset Management
Massachusetts
$233M +$1.28M 5 14.4% Increased
756
Avenir Corporation
Avenir Corporation
Virginia
$233M +$11.6M 2 17.97% Increased
757
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$232M -$4.94M 12 10.48% Reduced
758
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$232M +$231M 8 17.85% New
759
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$232M +$3.99M 6 10.09% Increased
760
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$231M +$1.01M 6 12.4% Increased
761
MS
Mizuho Securities
Japan
$231M -$3.6M 9 83.16% Reduced
762
Veritable
Veritable
Delaware
$231M -$3.34M 12 3.42% Reduced
763
Park National Corp
Park National Corp
Ohio
$229M -$4.31M 6 8.93% Reduced
764
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$229M +$170M 20 4.43% Increased
765
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$229M +$1.6M 13 14.62% Increased
766
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$229M -$3.85M 11 12.95% Reduced
767
Granite Investment Partners
Granite Investment Partners
California
$227M +$10.7M 8 6.63% Increased
768
Palladium Partners
Palladium Partners
Virginia
$226M -$7.7M 7 9.25% Reduced
769
Chilton Capital Management
Chilton Capital Management
Texas
$226M +$3.78M 9 11.46% Increased
770
CPWM LLC
CPWM LLC
Washington
$226M +$767K 11 17.82% Increased
771
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$226M +$1.62M 9 13.86% Increased
772
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$226M -$410K 7 13.35% Reduced
773
Ashfield Capital Partners
Ashfield Capital Partners
California
$225M -$5.7M 9 14.45% Reduced
774
Boston Financial Management
Boston Financial Management
Massachusetts
$225M -$4.73M 7 8.18% Reduced
775
Fullerton Fund Management
Fullerton Fund Management
Singapore
$225M +$43.7M 4 11.27% Increased