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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
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$187M +$1.32M 17 10.09% Increased
802
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$187M -$30.2M 6 1.17% Reduced
803
Vaughan David Investments
Vaughan David Investments
Illinois
$186M -$893K 6 5.44% Reduced
804
Evergreen Capital Management
Evergreen Capital Management
Washington
$186M -$1.22M 10 7.77% Reduced
805
UBS O'Connor
UBS O'Connor
Illinois
$186M -$8.38M 11 3.92% Reduced
806
CC
Criteria Caixa
Spain
$186M -$4.85M 4 22.15% Reduced
807
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$186M +$11.2M 9 2.64% Increased
808
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$185M +$9.9M 10 16.51% Increased
809
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$185M -$3.62M 3 22.25% Reduced
810
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$185M -$9.6M 15 15.17% Reduced
811
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$184M -$10.1M 11 11.99% Reduced
812
Parallel Advisors
Parallel Advisors
California
$184M +$1.87M 31 5.91% Increased
813
Maple Capital Management
Maple Capital Management
Vermont
$183M +$125K 5 19.99% Increased
814
Discerene Group
Discerene Group
Connecticut
$183M +$8.82M 1 23.96% Increased
815
Citizens Financial Group
Citizens Financial Group
Rhode Island
$183M -$9.8M 7 6.66% Reduced
816
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$182M -$22.1M 7 5.84% Reduced
817
Alta Capital Management
Alta Capital Management
Utah
$182M -$10M 5 12.51% Reduced
818
VCM
Violich Capital Management
California
$182M -$1.26M 6 29.29% Reduced
819
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$181M +$3.14M 17 6.84% Increased
820
Styrax Capital
Styrax Capital
New York
$181M +$50.6M 2 21.13% Increased
821
Parsifal Capital Management
Parsifal Capital Management
Connecticut
$180M -$27.4M 2 13.49% Reduced
822
Causeway Capital Management
Causeway Capital Management
California
$179M -$43.5M 2 4.71% Reduced
823
IVSFI
IA Venture Strategies Fund II
New York
$178M -$109M 1 99.61% Reduced
824
Quantinno Capital Management
Quantinno Capital Management
New York
$178M +$24M 14 10.17% Increased
825
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$178M +$63.4M 14 0.39% Increased