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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
776
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$214M -$2.07M 11 12.79% Reduced
777
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$213M -$34.5M 5 17.27% Reduced
778
Cetera Advisors
Cetera Advisors
Colorado
$213M +$16.7M 17 4.24% Increased
779
IHL
Investment House LLC
California
$212M -$1.87M 7 15.43% Reduced
780
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$211M +$7.57M 7 22.04% Increased
781
Park National Corp
Park National Corp
Ohio
$211M -$2.45M 6 8.78% Reduced
782
Third Point
Third Point
New York
$211M -$1.62B 2 2.75% Reduced
783
Boston Financial Management
Boston Financial Management
Massachusetts
$211M +$1.3M 7 8.02% Increased
784
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$211M -$6.53M 9 15.45% Reduced
785
DCM
Dupont Capital Management
Delaware
$210M -$27.8M 13 8.45% Reduced
786
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$209M -$3.75M 8 14% Reduced
787
Palladium Partners
Palladium Partners
Virginia
$209M -$3.52M 7 9.19% Reduced
788
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$208M +$7.83M 10 6.94% Increased
789
Advisory Services Network
Advisory Services Network
Georgia
$207M +$3.15M 21 6.09% Increased
790
Capital International Sarl
Capital International Sarl
California
$207M +$6.83M 7 10.26% Increased
791
Greenwoods Asset Management (HK)
Greenwoods Asset Management (HK)
Hong Kong
$207M -$148M 3 8.88% Reduced
792
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$207M -$2.29M 19 7.43% Reduced
793
Old National Bancorp
Old National Bancorp
Indiana
$206M +$4.47M 9 7.63% Increased
794
YCG LLC
YCG LLC
Texas
$206M +$10.7M 4 19.45% Increased
795
Discerene Group
Discerene Group
Connecticut
$206M +$124M 1 26.26% Increased
796
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$205M +$151M 9 3.36% Increased
797
Aureus Asset Management
Aureus Asset Management
Massachusetts
$204M -$11.6M 6 13.58% Reduced
798
UAM
UAS Asset Management
New York
$204M +$14.1M 3 45.23% Increased
799
Strategy Capital
Strategy Capital
California
$203M +$22.2M 2 24.55% Increased
800
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$203M +$79.7M 7 5.63% Increased