← All themes

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
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$184M +$77.4M 21 3.68% Increased
877
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$184M +$33.4M 7 3.99% Increased
878
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$184M -$13.4M 8 5.02% Reduced
879
AIA Group
AIA Group
Hong Kong
$183M +$16.6M 8 7.52% Increased
880
General American Investors
General American Investors
New York
$183M -$3.56M 3 14.5% Reduced
881
Cooperman Leon G
Cooperman Leon G
$183M $0 2 8.72% Maintained
882
Trust Company of Vermont
Trust Company of Vermont
Vermont
$182M -$11.1M 10 12.15% Reduced
883
CDH
Charles D. Hyman
$182M -$34.6K 6 10.89% Reduced
884
Norris Perne & French
Norris Perne & French
Michigan
$182M -$1.02M 6 14.06% Reduced
885
Howard Capital Management Group
Howard Capital Management Group
California
$181M -$1.12M 6 15.67% Reduced
886
Hosking Partners
Hosking Partners
United Kingdom
$181M -$19.1M 4 7.63% Reduced
887
Junto Capital Management
Junto Capital Management
New York
$180M +$47.9M 4 4.03% Increased
888
Meeder Asset Management
Meeder Asset Management
Ohio
$180M +$76.1M 10 14.02% Increased
889
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$180M -$4.65M 8 11.22% Reduced
890
DAM
Davis Asset Management
California
$180M $0 2 8.73% Maintained
891
Frontier Capital Management
Frontier Capital Management
Massachusetts
$180M +$47.1M 3 1.81% Increased
892
Mission Wealth Management
Mission Wealth Management
California
$180M +$15.2M 12 5.83% Increased
893
Sandy Spring Bank
Sandy Spring Bank
Maryland
$179M -$2.69M 16 8.89% Reduced
894
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$178M -$541K 4 5.4% Reduced
895
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$178M +$3.4M 14 5.66% Increased
896
Graham Holdings Company
Graham Holdings Company
Virginia
$178M $0 1 25.8% Maintained
897
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$178M +$7.69M 10 3.12% Increased
898
Natixis Investment Managers International
Natixis Investment Managers International
France
$178M +$5.38M 7 12.59% Increased
899
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$177M +$4.56M 8 12.48% Increased
900
Savant Capital
Savant Capital
Illinois
$177M +$7.93M 12 2.28% Increased