← 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
LLL
Lynrock Lake LP
New York
$225M +$195K 2 12.21% Increased
777
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$224M -$153M 5 7.2% Reduced
778
Central Trust Company
Central Trust Company
Missouri
$224M -$1.14M 18 5.95% Reduced
779
Avalon Trust
Avalon Trust
New Mexico
$224M +$93K 8 20.46% Increased
780
Bronte Capital Management
Bronte Capital Management
Australia
$223M +$16.3M 3 19.95% Increased
781
Howland Capital Management
Howland Capital Management
Massachusetts
$223M -$2.24M 8 11.77% Reduced
782
Argent Trust Co
Argent Trust Co
Tennessee
$223M +$737K 8 11.08% Increased
783
Vinva Investment Management
Vinva Investment Management
Australia
$221M +$27.2M 13 15.06% Increased
784
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$221M -$11.3M 15 7.49% Reduced
785
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$221M -$4.35M 5 15.06% Reduced
786
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$219M -$468K 17 3.59% Reduced
787
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$219M -$12.5M 10 10.57% Reduced
788
Boston Financial Management
Boston Financial Management
Massachusetts
$219M -$477K 6 7.41% Reduced
789
Alta Capital Management
Alta Capital Management
Utah
$218M +$4.29M 4 14.07% Increased
790
GAM Holding
GAM Holding
Switzerland
$217M -$24.7M 8 16.17% Reduced
791
LMCG Investments
LMCG Investments
Massachusetts
$217M -$10.2M 7 13.44% Reduced
792
Park National Corp
Park National Corp
Ohio
$217M -$9.11M 6 8.87% Reduced
793
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$217M -$359K 9 15.19% Reduced
794
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$216M +$1.34M 9 2.57% Increased
795
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$215M -$6.95M 9 16.05% Reduced
796
Osterweis Capital Management
Osterweis Capital Management
California
$214M +$2.77M 6 13.61% Increased
797
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$214M -$3.81M 1 7.22% Reduced
798
IHL
Investment House LLC
California
$214M -$4M 6 15.1% Reduced
799
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$213M +$1.75M 9 13.08% Increased
800
CC
Criteria Caixa
Spain
$212M -$1.89M 4 23.73% Reduced