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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
851
AE Wealth Management
AE Wealth Management
Kansas
$96.3M +$6.16M 12 2.78% Increased
852
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$96.2M +$339K 12 11.37% Increased
853
MAI Capital Management
MAI Capital Management
Ohio
$95.9M -$363K 8 4.27% Reduced
854
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$95.8M +$9.25M 3 8.33% Increased
855
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$95.8M +$8.8M 2 0.67% Increased
856
Todd Asset Management
Todd Asset Management
Kentucky
$95.5M +$4.39M 6 2.62% Increased
857
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$94.7M +$1.16M 10 4.09% Increased
858
Empire Life Investments
Empire Life Investments
Ontario, Canada
$94.6M -$4.41M 3 7.92% Reduced
859
Cerity Partners
Cerity Partners
New York
$94.5M +$8.22M 10 5.55% Increased
860
Capital Wealth Planning
Capital Wealth Planning
Florida
$93.6M +$44.3M 8 5.94% Increased
861
ACA
Abdiel Capital Advisors
New York
$93.5M +$38.7M 1 5.74% Increased
862
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$93.3M +$898K 7 11.39% Increased
863
BCVI
Bain Capital Venture Investors
Massachusetts
$93.1M -$23.9M 2 20.8% Reduced
864
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$92.2M -$347K 5 9.58% Reduced
865
Azimuth Capital Management
Azimuth Capital Management
Michigan
$92.1M +$3.89M 7 6.01% Increased
866
Aureus Asset Management
Aureus Asset Management
Massachusetts
$91.9M -$109K 6 11.44% Reduced
867
Cortland Associates
Cortland Associates
Missouri
$91.2M -$11.4M 6 16.13% Reduced
868
Sachem Head Capital Management
Sachem Head Capital Management
New York
$91M -$38.9M 1 7.13% Reduced
869
Capital International
Capital International
California
$90.9M +$45.1M 5 13.75% Increased
870
Eagle Global Advisors
Eagle Global Advisors
Texas
$90.5M +$3.55M 8 3.88% Increased
871
CAM
Contour Asset Management
New York
$89.9M +$25.2M 1 7.29% Increased
872
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$89.9M +$3.59M 9 9.7% Increased
873
Phoenix Financial
Phoenix Financial
Israel
$89.7M +$93.5M 8 4.25% New
874
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$89.6M +$2.64M 5 10.01% Increased
875
JCM
Jag Capital Management
Missouri
$89.6M -$17.6M 7 10.82% Reduced