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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
Strategy Capital
Strategy Capital
California
$170M -$18.8M 2 27.2% Reduced
777
Simplicity Solutions
Simplicity Solutions
Minnesota
$169M +$107M 15 4.44% Increased
778
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$169M -$1.07M 9 6.43% Reduced
779
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$169M +$9.21M 8 8.59% Increased
780
UBS O'Connor
UBS O'Connor
Illinois
$169M +$37.4M 12 3.99% Increased
781
United Services Automobile Association
United Services Automobile Association
Texas
$168M -$38.6M 8 5.41% Reduced
782
Logan Capital Management
Logan Capital Management
Pennsylvania
$168M -$656K 7 8.17% Reduced
783
Avalon Trust
Avalon Trust
New Mexico
$168M +$153M 7 16.66% New
784
Central Trust Company
Central Trust Company
Missouri
$167M -$7.02M 19 4.9% Reduced
785
SCA
Snowden Capital Advisors
New York
$167M +$2.39M 14 6.5% Increased
786
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$167M +$10.6M 6 6.42% Increased
787
SFG
Sather Financial Group
Texas
$167M -$17.5M 4 14.47% Reduced
788
First National Trust
First National Trust
Pennsylvania
$166M -$1.02M 7 8.84% Reduced
789
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$166M +$46.9M 6 1.34% Increased
790
Aureus Asset Management
Aureus Asset Management
Massachusetts
$166M -$2.69M 5 13.14% Reduced
791
CC
Criteria Caixa
Spain
$166M +$13.5M 4 19.66% Increased
792
Castleark Management
Castleark Management
Illinois
$165M -$1.08M 5 8.13% Reduced
793
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$165M +$309K 15 14.41% Increased
794
Shapiro Capital Management
Shapiro Capital Management
Georgia
$165M +$17.6M 2 4.22% Increased
795
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$165M -$3.95M 7 13.5% Reduced
796
Boston Financial Management
Boston Financial Management
Massachusetts
$165M -$26.6M 6 6.43% Reduced
797
Alta Capital Management
Alta Capital Management
Utah
$164M -$3.54M 5 12.09% Reduced
798
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$164M -$5.77M 11 12.17% Reduced
799
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$164M -$461K 7 8.5% Reduced
800
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$163M -$532K 11 8.38% Reduced