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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
876
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$326M +$169M 16 12.2% Increased
877
Giverny Capital
Giverny Capital
Quebec, Canada
$325M -$19.4M 3 10.94% Reduced
878
E Fund Management
E Fund Management
China
$324M -$95.7M 12 7.27% Reduced
879
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$323M +$4.44M 14 3.79% Increased
880
NAM
NorthCrest Asset Manangement
Minnesota
$323M +$17.2M 19 8.3% Increased
881
Manchester Global Management
Manchester Global Management
United Kingdom
$322M +$394K 5 35.59% Increased
882
SAI
Systematic Alpha Investments
New Jersey
$320M +$4.89M 7 8.59% Increased
883
SCA
Snowden Capital Advisors
New York
$320M +$274K 21 7.56% Increased
884
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$318M +$18.6M 9 4.76% Increased
885
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$317M +$9M 17 2.68% Increased
886
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$317M -$225M 6 2.33% Reduced
887
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$317M -$17.6M 5 12.95% Reduced
888
Glenview Capital Management
Glenview Capital Management
New York
$316M -$98.8M 2 5.76% Reduced
889
PCM
Palestra Capital Management
New York
$316M +$44.9M 3 10.71% Increased
890
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$315M +$15.2K 6 16.49% Increased
891
Principal Securities
Principal Securities
Iowa
$315M +$6.95M 20 3.8% Increased
892
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$315M -$20M 6 17.6% Reduced
893
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$314M -$78.6M 5 12.74% Reduced
894
Guinness Asset Management
Guinness Asset Management
United Kingdom
$314M -$25.4M 4 5.31% Reduced
895
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$313M -$4.36M 5 16.53% Reduced
896
GA
GuoLine Advisory
Singapore
$313M -$28.4M 3 29.13% Reduced
897
MGO One Seven
MGO One Seven
Ohio
$313M +$28.3M 17 5.16% Increased
898
Global Retirement Partners
Global Retirement Partners
California
$312M +$324M 35 4.78% New
899
Venture Visionary Partners
Venture Visionary Partners
Ohio
$312M +$10.5M 10 8.66% Increased
900
Independent Financial Group
Independent Financial Group
California
$311M +$6.68M 18 5.81% Increased