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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
Bowie Capital Management
Bowie Capital Management
Texas
$215M +$52.6M 3 16.11% Increased
852
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$215M +$168K 17 7.26% Increased
853
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$214M -$1.26M 6 14.31% Reduced
854
Miracle Mile Advisors
Miracle Mile Advisors
California
$214M +$2.16M 11 5.38% Increased
855
VCM
Violich Capital Management
California
$214M +$6.02M 5 30.58% Increased
856
Avala Global
Avala Global
New York
$214M -$24.8M 2 15.6% Reduced
857
Junto Capital Management
Junto Capital Management
New York
$213M +$13.6M 3 4.72% Increased
858
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$213M -$2.42M 12 13.53% Reduced
859
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$212M -$3.09M 4 13.84% Reduced
860
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$212M +$2.51M 11 3.33% Increased
861
SteelPeak Wealth
SteelPeak Wealth
California
$212M +$13.3M 8 10.66% Increased
862
Calamos Wealth Management
Calamos Wealth Management
Illinois
$211M +$3.08M 7 11.86% Increased
863
Community Trust & Investment
Community Trust & Investment
Kentucky
$211M -$2.96M 5 14.82% Reduced
864
Ancora Advisors
Ancora Advisors
Ohio
$211M +$25.5M 15 4.79% Increased
865
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$210M +$3.94M 8 4.46% Increased
866
First National Trust
First National Trust
Pennsylvania
$210M -$4.36M 7 8.54% Reduced
867
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$210M +$4.33M 8 14.14% Increased
868
Vaughan David Investments
Vaughan David Investments
Illinois
$209M -$2.44M 6 5.21% Reduced
869
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$209M +$8.8M 16 6.06% Increased
870
United Services Automobile Association
United Services Automobile Association
Texas
$209M -$15.4M 11 5.13% Reduced
871
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$209M +$1.5M 8 12.01% Increased
872
Jump Financial
Jump Financial
Illinois
$208M +$142M 19 5.62% Increased
873
CDH
Charles D. Hyman
$208M +$309K 6 11.51% Increased
874
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$208M +$7.47M 10 3.25% Increased
875
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$208M +$33.2M 21 5.36% Increased