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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
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
$299M +$15.1M 11 14.32% Increased
827
GA
GuoLine Advisory
Singapore
$298M -$7.48M 3 31.21% Reduced
828
Munro Partners
Munro Partners
Australia
$297M -$226M 3 10.08% Reduced
829
Aviso Financial
Aviso Financial
Ontario, Canada
$295M +$36.2M 9 10.47% Increased
830
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$295M +$16.2M 5 12.71% Increased
831
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$294M -$32.4M 18 2.34% Reduced
832
Triglav Skladi
Triglav Skladi
Slovenia
$294M -$2.82M 6 20.57% Reduced
833
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$292M +$90.8K 8 14.71% Increased
834
Diversified Trust
Diversified Trust
Tennessee
$291M +$13.9M 16 5.41% Increased
835
Patient Capital Management
Patient Capital Management
Maryland
$290M -$9.42M 2 10.6% Reduced
836
Washington Trust
Washington Trust
Rhode Island
$289M -$342K 7 9.76% Reduced
837
Wedbush Fund Advisers
Wedbush Fund Advisers
California
$288M +$9.7M 11 33.39% Increased
838
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$288M +$35.4M 4 12.11% Increased
839
Profund Advisors
Profund Advisors
Maryland
$287M -$68.5M 17 10.55% Reduced
840
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$287M +$181M 17 6.66% Increased
841
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$287M +$6.15M 7 26.37% Increased
842
Brooklyn Investment Group
Brooklyn Investment Group
New York
$286M +$82.8M 22 8.94% Increased
843
Blackstone Inc
Blackstone Inc
New York
$286M +$100M 9 0.91% Increased
844
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$284M -$8.91M 6 4.06% Reduced
845
SCA
Snowden Capital Advisors
New York
$283M -$4.3M 19 7.51% Reduced
846
SFG
Sather Financial Group
Texas
$282M -$9.8M 4 17.35% Reduced
847
Graham Holdings Company
Graham Holdings Company
Virginia
$282M -$47.7M 1 29.19% Reduced
848
HUB Investment Partners
HUB Investment Partners
Texas
$281M +$34.8M 13 6.71% Increased
849
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$280M +$296M 1 2.25% New
850
Savant Capital
Savant Capital
Illinois
$279M +$26.9M 18 1.35% Increased