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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
801
Bailard
Bailard
California
$116M +$5.11M 10 6.56% Increased
802
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$116M +$29.4M 13 5.06% Increased
803
Maryland Capital Management
Maryland Capital Management
Maryland
$116M +$369K 6 12.35% Increased
804
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$116M +$701K 6 11.25% Increased
805
AE Wealth Management
AE Wealth Management
Kansas
$116M +$10.9M 12 2.51% Increased
806
Meitav Investment House
Meitav Investment House
Israel
$116M -$3.87M 21 8.4% Reduced
807
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$116M +$13.7M 5 11.17% Increased
808
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$116M +$1.23M 5 7% Increased
809
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$115M +$214K 7 6.55% Increased
810
Cetera Advisor Networks
Cetera Advisor Networks
California
$115M +$6.32M 11 3.09% Increased
811
Park National Corp
Park National Corp
Ohio
$115M -$207K 7 5.85% Reduced
812
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$115M -$23.3M 3 6.61% Reduced
813
IG
Ithaka Group
Virginia
$115M -$36.6M 4 19.25% Reduced
814
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$114M +$59.1K 4 10.11% Increased
815
HP
Holowesko Partners
Bahamas
$114M -$33.3M 1 7.01% Reduced
816
BCM
Bluefin Capital Management
New York
$114M +$80.5M 7 7.57% Increased
817
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$114M +$1.24M 7 5.46% Increased
818
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$114M -$15.5M 10 9.53% Reduced
819
KCM Investment Advisors
KCM Investment Advisors
California
$113M +$2.5M 7 6.15% Increased
820
Howland Capital Management
Howland Capital Management
Massachusetts
$113M -$3.92M 8 8.03% Reduced
821
Twin Capital Management
Twin Capital Management
Pennsylvania
$113M -$30.4M 8 9.56% Reduced
822
PFC
Poplar Forest Capital
California
$112M -$12.7M 5 9.87% Reduced
823
Cresset Asset Management
Cresset Asset Management
Illinois
$112M +$4.47M 10 3.03% Increased
824
Quadrature Capital
Quadrature Capital
United Kingdom
$112M +$72.1M 6 4.24% Increased
825
Renaissance Group
Renaissance Group
Kentucky
$112M -$40.4M 8 4.59% Reduced