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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
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$201M +$3.13M 5 12.82% Increased
777
LMCG Investments
LMCG Investments
Massachusetts
$200M -$7.18M 8 13.5% Reduced
778
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$199M -$1.12M 5 14.83% Reduced
779
AAM
Ardevora Asset Management
United Kingdom
$199M -$90.9M 4 9.79% Reduced
780
Discerene Group
Discerene Group
Connecticut
$199M +$8.52M 1 24.43% Increased
781
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$198M -$3.46M 3 24.04% Reduced
782
Capital International
Capital International
California
$198M +$54.6K 5 11.39% Increased
783
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$198M +$93.5M 8 12.12% Increased
784
Howland Capital Management
Howland Capital Management
Massachusetts
$198M +$5.83M 8 11.53% Increased
785
Coronation Fund Managers
Coronation Fund Managers
South Africa
$197M +$19.2M 5 5.93% Increased
786
Park National Corp
Park National Corp
Ohio
$196M -$1.75M 6 8.83% Reduced
787
Central Trust Company
Central Trust Company
Missouri
$195M +$157K 19 5.64% Increased
788
Avalon Trust
Avalon Trust
New Mexico
$195M +$446K 7 19.35% Increased
789
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$194M +$11M 9 15.59% Increased
790
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$194M -$3.59M 3 28.47% Reduced
791
Argent Trust Co
Argent Trust Co
Tennessee
$194M +$3.53M 8 10.64% Increased
792
EARNEST Partners
EARNEST Partners
Georgia
$194M +$8.19M 16 1.12% Increased
793
IHL
Investment House LLC
California
$193M -$3.64M 7 15.17% Reduced
794
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$191M +$11.1M 2 5.56% Increased
795
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$190M -$3.07M 17 3.36% Reduced
796
Causeway Capital Management
Causeway Capital Management
California
$190M +$250K 2 5.03% Increased
797
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$190M -$116M 3 5.18% Reduced
798
Alta Capital Management
Alta Capital Management
Utah
$190M +$3.8M 5 13.66% Increased
799
Covea Finance
Covea Finance
France
$190M +$6.66M 3 10.68% Increased
800
Avantax Advisory Services
Avantax Advisory Services
Texas
$190M -$1.84M 15 2.12% Reduced