← 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
776
EP Wealth Advisors
EP Wealth Advisors
California
$158M -$4.41M 6 6.78% Reduced
777
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$157M -$448M 3 2.66% Reduced
778
MCM
McKinley Capital Management
Alaska
$157M -$65.2M 7 12.18% Reduced
779
HC
Henshaw Capital
Massachusetts
$156M +$250K 7 12.1% Increased
780
Meeder Asset Management
Meeder Asset Management
Ohio
$156M -$15.8M 22 10.11% Reduced
781
JCM
Jag Capital Management
Missouri
$156M +$2.05M 8 16.08% Increased
782
First Allied Advisory Services
First Allied Advisory Services
California
$155M +$3.28M 13 5.21% Increased
783
Metropolis Capital
Metropolis Capital
United Kingdom
$155M +$2.06M 2 17.98% Increased
784
EFMH
E Fund Management (HK)
Hong Kong
$154M +$1.56M 3 58.85% Increased
785
Wedge Capital Management
Wedge Capital Management
North Carolina
$154M -$34.3M 8 2.05% Reduced
786
Bailard
Bailard
California
$153M +$1.98M 10 7.94% Increased
787
Avity Investment Management
Avity Investment Management
Connecticut
$153M -$5.2M 7 15.9% Reduced
788
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$151M +$137M 12 2.58% Increased
789
Evergreen Capital Management
Evergreen Capital Management
Washington
$151M -$1.15M 9 10.41% Reduced
790
Citizens Financial Group
Citizens Financial Group
Rhode Island
$150M -$15.1M 7 9.61% Reduced
791
Park National Corp
Park National Corp
Ohio
$150M +$1.99M 6 7.89% Increased
792
QCI Asset Management
QCI Asset Management
New York
$149M -$7.63M 5 11.17% Reduced
793
Sigma Planning Corp
Sigma Planning Corp
Michigan
$149M +$500K 15 5.89% Increased
794
Old National Bancorp
Old National Bancorp
Indiana
$149M -$2.7M 10 7.17% Reduced
795
Jefferies Group
Jefferies Group
New York
$149M +$81.3M 13 1.64% Increased
796
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148M +$24.6M 4 14.51% Increased
797
Saturna Capital
Saturna Capital
Washington
$147M +$281K 5 3.75% Increased
798
NAH
Neumann Advisory (HK)
Hong Kong
$147M +$1.44M 2 37.14% Increased
799
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$146M -$859K 6 18.03% Reduced
800
General American Investors
General American Investors
New York
$146M +$1.44M 4 16.81% Increased