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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
$243M -$7.81M 15 11.11% Reduced
802
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$243M +$9.8M 6 14.82% Increased
803
Equitable Holdings
Equitable Holdings
New York
$243M +$15.9M 11 2.35% Increased
804
VCM
Violich Capital Management
California
$242M +$3.29M 5 31.51% Increased
805
Evergreen Capital Management
Evergreen Capital Management
Washington
$242M -$7.77M 10 8.13% Reduced
806
Brookstone Capital Management
Brookstone Capital Management
Illinois
$242M +$33.3M 8 3.56% Increased
807
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$241M +$21.5M 1 6.4% Increased
808
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$240M +$698K 5 23.83% Increased
809
GA
GuoLine Advisory
Singapore
$239M +$13.8M 3 24.35% Increased
810
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$238M +$2.88M 19 7.41% Increased
811
Virtu Financial
Virtu Financial
New York
$238M -$64.4M 15 13.12% Reduced
812
Joel Isaacson & Co
Joel Isaacson & Co
New York
$238M +$17M 8 11.34% Increased
813
Aureus Asset Management
Aureus Asset Management
Massachusetts
$237M -$2.14M 5 15.48% Reduced
814
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$236M +$2.13M 14 16.1% Increased
815
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$236M +$115M 5 0.14% Increased
816
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$236M -$3.06M 3 9.95% Reduced
817
SCM
Steadfast Capital Management
New York
$236M -$207M 2 5.24% Reduced
818
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$235M -$348K 12 5.49% Reduced
819
Trexquant Investment
Trexquant Investment
Connecticut
$235M +$57.4M 16 2.98% Increased
820
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$235M -$282K 17 7.41% Reduced
821
Fullerton Fund Management
Fullerton Fund Management
Singapore
$235M -$270M 4 9.87% Reduced
822
Public Investment Fund
Public Investment Fund
Saudi Arabia
$234M $0 2 0.88% Maintained
823
Vaughan David Investments
Vaughan David Investments
Illinois
$232M -$2.18M 6 5.34% Reduced
824
Homestead Advisers
Homestead Advisers
Virginia
$232M -$24M 3 5.52% Reduced
825
Senator Investment Group
Senator Investment Group
New York
$230M +$1.36M 4 10.92% Increased