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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
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$142M +$6.21M 15 9.66% Increased
852
Sigma Planning Corp
Sigma Planning Corp
Michigan
$141M -$8.31M 17 4.89% Reduced
853
Petrus Trust Company
Petrus Trust Company
Texas
$141M +$5.02M 4 20.06% Increased
854
Avantax Advisory Services
Avantax Advisory Services
Texas
$140M +$12.6M 12 2.12% Increased
855
Becker Capital Management
Becker Capital Management
Oregon
$140M +$3.35M 6 6.75% Increased
856
Global Endowment Management
Global Endowment Management
North Carolina
$140M -$41.2M 3 12.26% Reduced
857
Timucuan Asset Management
Timucuan Asset Management
Florida
$140M +$3.48M 2 6.5% Increased
858
ETF Managers Group
ETF Managers Group
New Jersey
$140M +$14.4M 23 4.05% Increased
859
Fullerton Fund Management
Fullerton Fund Management
Singapore
$140M -$62.7M 3 9.27% Reduced
860
Meag Munich Ergo
Meag Munich Ergo
Germany
$139M +$80.3M 7 8.33% Increased
861
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$139M +$6.49M 14 5.96% Increased
862
CF
Cypress Funds
California
$139M -$45.1M 2 21.87% Reduced
863
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$139M +$3.73M 5 18.97% Increased
864
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$139M -$3M 7 6.4% Reduced
865
AKRE Capital Management
AKRE Capital Management
Virginia
$139M +$158M 1 1.11% New
866
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$138M +$22M 22 1.7% Increased
867
Eagle Global Advisors
Eagle Global Advisors
Texas
$138M -$230K 6 10.19% Reduced
868
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$138M -$9.33M 5 10.93% Reduced
869
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$138M +$2.88M 12 7.98% Increased
870
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$137M +$2.89M 7 6.85% Increased
871
Delta Asset Management
Delta Asset Management
Tennessee
$137M -$2.91M 6 15.54% Reduced
872
Sandy Spring Bank
Sandy Spring Bank
Maryland
$137M -$4.17M 19 8.24% Reduced
873
GIM
Genesis Investment Management
United Kingdom
$137M -$131M 2 12.33% Reduced
874
Crake Asset Management
Crake Asset Management
United Kingdom
$136M -$245M 4 26.85% Reduced
875
GW & Wade
GW & Wade
Massachusetts
$136M +$8.5M 8 6.16% Increased