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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
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$202M -$31.5M 1 5.88% Reduced
827
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$201M +$627K 8 8.2% Increased
828
SCA
Snowden Capital Advisors
New York
$201M +$7.06M 12 7.64% Increased
829
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$201M +$28.8M 10 8.81% Increased
830
Westpac Banking Corp
Westpac Banking Corp
Australia
$200M -$31.8M 12 16.51% Reduced
831
Citizens Financial Group
Citizens Financial Group
Rhode Island
$200M +$15.8M 6 6.89% Increased
832
Summitry LLC
Summitry LLC
California
$200M -$13.8M 5 11.59% Reduced
833
ARGA Investment Management
ARGA Investment Management
Connecticut
$199M +$80.8M 1 6.91% Increased
834
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$199M -$2.45M 5 14.37% Reduced
835
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$199M -$97.3K 5 22.74% Reduced
836
United Services Automobile Association
United Services Automobile Association
Texas
$199M -$41.5M 10 4.4% Reduced
837
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$199M -$8.66M 9 8.98% Reduced
838
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$198M -$1.55M 7 5.98% Reduced
839
Simplicity Solutions
Simplicity Solutions
Minnesota
$197M +$4.41M 15 5.39% Increased
840
Smith Group Asset Management
Smith Group Asset Management
Texas
$197M +$186M 7 11.47% New
841
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$197M -$5.88M 13 17.79% Reduced
842
SAI
Systematic Alpha Investments
New Jersey
$196M -$410 8 8.77% Reduced
843
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$195M +$5.59M 6 12.59% Increased
844
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$194M -$14.6M 22 7.11% Reduced
845
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$194M +$156K 11 5.08% Increased
846
EWM
Elite Wealth Management
Washington
$194M -$2.03M 5 12% Reduced
847
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$194M +$49.8M 12 6.68% Increased
848
Maple Capital Management
Maple Capital Management
Vermont
$193M -$971K 6 19.36% Reduced
849
Discerene Group
Discerene Group
Connecticut
$193M +$16.1M 1 24.16% Increased
850
SH
SeaTown Holdings
Singapore
$193M -$58.1M 3 16.98% Reduced