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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
Capital Investment Advisors
Capital Investment Advisors
Georgia
$278M +$6.4M 7 4.98% Increased
827
Central Trust Company
Central Trust Company
Missouri
$278M +$121K 18 6.41% Increased
828
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$278M -$274K 17 8.39% Reduced
829
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$278M -$69.3M 3 28.64% Reduced
830
SCA
Snowden Capital Advisors
New York
$278M -$181K 14 8.2% Reduced
831
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$277M +$15.1M 16 16.3% Increased
832
JC
Joho Capital
New York
$277M $0 1 38.97% Maintained
833
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$277M -$697K 13 19.88% Reduced
834
Wedbush Securities
Wedbush Securities
California
$276M -$17.7M 14 9.66% Reduced
835
Simplex Trading
Simplex Trading
Illinois
$275M +$57.1M 17 0.16% Increased
836
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$274M +$453K 6 16.35% Increased
837
CGL
Clarius Group LLC
Washington
$274M -$3.46M 10 15.96% Reduced
838
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$274M +$18.8M 5 1.93% Increased
839
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$274M -$10.3M 16 3.04% Reduced
840
Formuepleje A/S
Formuepleje A/S
Denmark
$273M $0 4 15.59% Maintained
841
Vest Financial
Vest Financial
Virginia
$273M +$33.3M 9 3.87% Increased
842
LMR Partners
LMR Partners
United Kingdom
$273M +$115M 14 1.96% Increased
843
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$273M +$15.9M 10 6.94% Increased
844
Generate Investment Management
Generate Investment Management
New Zealand
$273M -$22.5M 6 15.13% Reduced
845
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$272M +$636K 11 4.18% Increased
846
Joel Isaacson & Co
Joel Isaacson & Co
New York
$271M +$1.84M 8 11.04% Increased
847
CC
Criteria Caixa
Spain
$271M $0 3 35.53% Maintained
848
Aureus Asset Management
Aureus Asset Management
Massachusetts
$271M +$1.76M 6 17.31% Increased
849
Avalon Trust
Avalon Trust
New Mexico
$271M -$21.5M 10 19.78% Reduced
850
GA
GuoLine Advisory
Singapore
$270M $0 3 28.62% Maintained