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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
SCM
Silvant Capital Management
Georgia
$106M -$1.22M 7 19.24% Reduced
852
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$105M -$613K 4 7.97% Reduced
853
Aureus Asset Management
Aureus Asset Management
Massachusetts
$105M +$1.59M 6 11.74% Increased
854
Wasatch Advisors
Wasatch Advisors
Utah
$104M +$2.87M 6 0.85% Increased
855
Trust Company of Vermont
Trust Company of Vermont
Vermont
$104M -$1.1M 12 7.83% Reduced
856
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$104M +$1.82M 10 4.07% Increased
857
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$103M +$1.24M 8 4.51% Increased
858
Quest Investment Management
Quest Investment Management
Oregon
$103M -$1.27M 6 11.94% Reduced
859
CGL
Clarius Group LLC
Washington
$103M -$12.2M 5 16.29% Reduced
860
NEI
Northwest & Ethical Investments
Ontario, Canada
$103M +$5.6M 7 4.63% Increased
861
Echo Street Capital Management
Echo Street Capital Management
New York
$102M -$19.8M 2 1.57% Reduced
862
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$102M +$7.54M 5 10.94% Increased
863
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$102M -$964K 5 9.89% Reduced
864
Alta Capital Management
Alta Capital Management
Utah
$102M -$3.91M 7 6.63% Reduced
865
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$102M -$2.07M 8 10.73% Reduced
866
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$102M -$3.64M 11 6.17% Reduced
867
Granite Investment Partners
Granite Investment Partners
California
$101M -$6.6M 6 4.77% Reduced
868
WestEnd Advisors
WestEnd Advisors
North Carolina
$101M -$6.41M 3 7.61% Reduced
869
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$100M -$5.71M 10 8.33% Reduced
870
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$100M -$3.23M 2 26.65% Reduced
871
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$100M -$488K 6 11.44% Reduced
872
Empire Life Investments
Empire Life Investments
Ontario, Canada
$100M -$4.54M 3 7.6% Reduced
873
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$100M +$17.7M 4 12% Increased
874
TLA
Tree Line Advisors
Hong Kong
$100M $0 1 33.45% Maintained
875
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$99.5M -$17.6M 5 4.72% Reduced