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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
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$260M -$503K 5 13.52% Reduced
752
Consulta
Consulta
United Kingdom
$260M -$35.8M 2 16.75% Reduced
753
Sit Investment Associates
Sit Investment Associates
Minnesota
$259M -$474K 7 5.96% Reduced
754
ARGA Investment Management
ARGA Investment Management
Connecticut
$259M +$73.9M 1 8.68% Increased
755
Meitav Investment House
Meitav Investment House
Israel
$259M -$218M 8 5.07% Reduced
756
GW&K Investment Management
GW&K Investment Management
Massachusetts
$258M -$18.8M 10 2.28% Reduced
757
Becker Capital Management
Becker Capital Management
Oregon
$258M -$7.09M 6 8.86% Reduced
758
Perigon Wealth Management
Perigon Wealth Management
California
$258M -$20.8M 15 7.82% Reduced
759
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$258M +$14.3M 8 16.66% Increased
760
NEOS Investment Management
NEOS Investment Management
Connecticut
$257M +$66.5M 10 15.91% Increased
761
GTS Securities
GTS Securities
Florida
$257M -$261M 20 0.47% Reduced
762
Avalon Trust
Avalon Trust
New Mexico
$256M +$4.79M 7 21.03% Increased
763
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$256M -$1.02M 13 10.9% Reduced
764
NAM
NorthCrest Asset Manangement
Minnesota
$256M -$3.82M 8 8.7% Reduced
765
Two Sigma Securities
Two Sigma Securities
New York
$256M -$6.34M 19 2.47% Reduced
766
Wedbush Securities
Wedbush Securities
California
$254M +$21.7M 14 9.47% Increased
767
Argent Trust Co
Argent Trust Co
Tennessee
$254M +$2.97M 8 11.41% Increased
768
HB Wealth Management
HB Wealth Management
Georgia
$253M +$16M 15 3.18% Increased
769
Patient Capital Management
Patient Capital Management
Maryland
$253M -$8.77M 3 12.3% Reduced
770
CF
Cypress Funds
California
$251M -$10.9M 2 26.97% Reduced
771
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$251M +$3.32M 9 8.33% Increased
772
SCA
Snowden Capital Advisors
New York
$250M +$24.3M 13 7.8% Increased
773
Central Trust Company
Central Trust Company
Missouri
$250M -$2.84M 18 6.21% Reduced
774
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$249M +$1.35M 5 14.69% Increased
775
YCG LLC
YCG LLC
Texas
$249M -$10.9M 3 19.83% Reduced