← All themes

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
Coronation Fund Managers
Coronation Fund Managers
South Africa
$229M +$52.7M 5 8.94% Increased
752
Sit Investment Associates
Sit Investment Associates
Minnesota
$229M -$622K 6 6.17% Reduced
753
Avenir Corporation
Avenir Corporation
Virginia
$228M +$9.6M 2 18.2% Increased
754
TCTC Holdings
TCTC Holdings
Texas
$227M +$2.49M 9 9.34% Increased
755
Ashfield Capital Partners
Ashfield Capital Partners
California
$227M +$14.6M 8 14.69% Increased
756
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$227M -$7.66M 6 13.28% Reduced
757
SI
SQN Investors
California
$226M -$91.8M 3 25.39% Reduced
758
Central Trust Company
Central Trust Company
Missouri
$226M +$387K 18 6.46% Increased
759
LMCG Investments
LMCG Investments
Massachusetts
$226M +$219M 8 13.09% New
760
CF
Cypress Funds
California
$226M $0 2 24.99% Maintained
761
NEA Management Company
NEA Management Company
Maryland
$225M $0 1 6.49% Maintained
762
Eastern Bank
Eastern Bank
Massachusetts
$225M -$11.5M 7 10.42% Reduced
763
FI
Focused Investors
California
$224M -$5.99M 1 7.13% Reduced
764
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$223M +$165M 5 10.43% Increased
765
Citizens Financial Group
Citizens Financial Group
Rhode Island
$223M -$2.09M 12 7.77% Reduced
766
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$223M +$117M 8 11.23% Increased
767
Veritable
Veritable
Delaware
$222M +$3.55M 11 3.4% Increased
768
Chilton Capital Management
Chilton Capital Management
Texas
$218M +$3.44M 5 11.4% Increased
769
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$218M -$2.46M 12 9.72% Reduced
770
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$217M -$2.67M 6 12.99% Reduced
771
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$217M +$16.1M 6 13.42% Increased
772
Junto Capital Management
Junto Capital Management
New York
$216M +$19M 4 5.94% Increased
773
HVM
Harvest Volatility Management
Connecticut
$216M +$209M 5 24.36% Increased
774
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$215M +$1.2M 7 13.41% Increased
775
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$215M -$7.8M 9 17.19% Reduced