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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
826
Coronation Fund Managers
Coronation Fund Managers
South Africa
$178M -$120M 6 4.79% Reduced
827
Simplicity Solutions
Simplicity Solutions
Minnesota
$178M -$21.5M 15 4.86% Reduced
828
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$178M -$4.59M 7 13.14% Reduced
829
Group One Trading
Group One Trading
Illinois
$176M -$25.9M 19 0.56% Reduced
830
TCA
Taconic Capital Advisors
New York
$174M +$3.14M 3 5.84% Increased
831
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$174M +$48M 17 4.02% Increased
832
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$174M -$157M 18 4.29% Reduced
833
First National Trust
First National Trust
Pennsylvania
$174M -$20.4M 7 8.05% Reduced
834
Bronte Capital Management
Bronte Capital Management
Australia
$173M +$20.9M 3 16.69% Increased
835
Delta Asset Management
Delta Asset Management
Tennessee
$173M -$3.89M 11 17.17% Reduced
836
MFWM
Motley Fool Wealth Management
Virginia
$173M -$6.33M 4 10.19% Reduced
837
SAI
Systematic Alpha Investments
New Jersey
$172M -$70.6K 7 8.36% Reduced
838
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$172M +$3.41M 7 7.18% Increased
839
Mill Capital Management
Mill Capital Management
North Carolina
$172M -$3.2M 6 16.17% Reduced
840
Park Avenue Securities
Park Avenue Securities
New York
$172M +$31.7M 10 2.72% Increased
841
Alta Park Capital
Alta Park Capital
California
$172M +$38.4M 4 17.52% Increased
842
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$172M +$157K 12 4.48% Increased
843
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$171M +$802K 6 14.54% Increased
844
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$171M -$4.7M 5 20.72% Reduced
845
HFRG
Houlihan Financial Resource Group
Virginia
$171M +$157M 6 5.32% Increased
846
Ruffer LLP
Ruffer LLP
United Kingdom
$171M -$75.8M 2 9.99% Reduced
847
CDH
Charles D. Hyman
$169M +$1.34M 7 10.62% Increased
848
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$169M -$1.26M 4 12.78% Reduced
849
Calamos Wealth Management
Calamos Wealth Management
Illinois
$169M -$1.61M 8 12.41% Reduced
850
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$169M -$1.9M 5 10.7% Reduced