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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
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$346M +$343M 16 12.89% New
827
Capital Investment Advisors
Capital Investment Advisors
Georgia
$346M +$1.9M 8 5.27% Increased
828
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$345M -$3.12M 6 19.7% Reduced
829
Empirical Finance
Empirical Finance
Pennsylvania
$344M +$7.09M 8 16.42% Increased
830
Avantyr Capital Partners
Avantyr Capital Partners
New York
$344M +$345M 4 20.59% New
831
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$342M +$223M 9 12.82% Increased
832
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$341M +$54.7M 4 7.16% Increased
833
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$340M +$18.5M 5 35.07% Increased
834
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$339M -$12.2M 4 17.63% Reduced
835
Cantor Fitzgerald
Cantor Fitzgerald
New York
$338M +$100M 7 5.14% Increased
836
Frontier Capital Management
Frontier Capital Management
Massachusetts
$338M -$15.5M 9 3.58% Reduced
837
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$338M +$1.42M 25 10.3% Increased
838
SCA
Snowden Capital Advisors
New York
$337M +$13.3M 19 8.71% Increased
839
SFG
Sather Financial Group
Texas
$337M -$9.6M 4 18.09% Reduced
840
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$336M +$3.79M 16 7.89% Increased
841
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$336M +$1.15M 1 5.24% Increased
842
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
$336M +$335M 11 15.36% New
843
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$335M +$3.46M 7 15.73% Increased
844
Wedbush Securities
Wedbush Securities
California
$335M +$18.1M 16 9.78% Increased
845
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$334M -$4.79M 21 11.92% Reduced
846
Avalon Trust
Avalon Trust
New Mexico
$334M -$820K 9 21.59% Reduced
847
Washington Trust
Washington Trust
Rhode Island
$334M -$4.77M 7 10.91% Reduced
848
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$334M +$66.7M 14 6.47% Increased
849
Wedbush Fund Advisers
Wedbush Fund Advisers
California
$333M +$355M 10 34.48% New
850
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$333M -$14.5M 6 12% Reduced