← 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
Calamos Wealth Management
Calamos Wealth Management
Illinois
$332M -$10.9M 10 11.43% Reduced
777
Modera Wealth Management
Modera Wealth Management
New Jersey
$332M -$18.1M 8 3.97% Reduced
778
Discerene Group
Discerene Group
Connecticut
$332M -$50.8M 1 35.03% Reduced
779
TFP
Triple Frond Partners
California
$332M $0 3 34.43% Maintained
780
IHL
Investment House LLC
California
$331M -$16M 8 17.25% Reduced
781
Vise Technologies
Vise Technologies
New York
$330M $0 17 6.48% Maintained
782
Evergreen Capital Management
Evergreen Capital Management
Washington
$328M -$11.1M 18 7.11% Reduced
783
Park Avenue Securities
Park Avenue Securities
New York
$328M -$14.6M 17 2.56% Reduced
784
CSM Advisors
CSM Advisors
Pennsylvania
$327M +$151M 11 8.05% Increased
785
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$327M +$8.12M 5 19.33% Increased
786
Perigon Wealth Management
Perigon Wealth Management
California
$327M +$1.98M 17 5.93% Increased
787
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$325M +$21.5M 11 5.09% Increased
788
NZS Capital
NZS Capital
Colorado
$325M +$4.7M 4 10.82% Increased
789
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$323M +$245M 3 11.69% Increased
790
Castleark Management
Castleark Management
Illinois
$322M -$72.1M 8 10.67% Reduced
791
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$319M -$355M 10 5.44% Reduced
792
Guinness Asset Management
Guinness Asset Management
United Kingdom
$319M +$32.5M 4 5.5% Increased
793
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$318M +$16.6M 5 31.93% Increased
794
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$317M -$26.8M 6 11.01% Reduced
795
Sachem Head Capital Management
Sachem Head Capital Management
New York
$316M +$23.6M 2 7.61% Increased
796
EARNEST Partners
EARNEST Partners
Georgia
$316M -$9.31M 7 1.3% Reduced
797
Argent Trust Co
Argent Trust Co
Tennessee
$315M +$1.35M 8 10.69% Increased
798
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$314M -$72.8M 5 17.82% Reduced
799
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$314M +$30M 14 5.12% Increased
800
PGGM Investments
PGGM Investments
Netherlands
$312M +$5.16M 2 5.48% Increased