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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
Capital Investment Advisors
Capital Investment Advisors
Georgia
$240M +$3.62M 7 4.89% Increased
877
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$240M +$6.23M 15 13.01% Increased
878
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$239M +$22.5M 6 4.4% Increased
879
Vestor Capital
Vestor Capital
Illinois
$239M -$20.1M 8 18.25% Reduced
880
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$239M -$427K 10 16.95% Reduced
881
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$239M -$1.47M 5 15.02% Reduced
882
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$236M +$1.21M 11 13.49% Increased
883
JC
Joho Capital
New York
$234M -$40.7M 1 40.68% Reduced
884
CGL
Clarius Group LLC
Washington
$234M +$2.86M 9 16.01% Increased
885
PIM
Platinum Investment Management
Australia
$233M +$13.7M 6 13.68% Increased
886
DAM
Davis Asset Management
California
$233M $0 2 9.5% Maintained
887
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$233M +$215M 1 19.88% Increased
888
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$232M +$19.5M 8 6.46% Increased
889
Howard Capital Management Group
Howard Capital Management Group
California
$232M -$183K 6 15.87% Reduced
890
Allstate Corporation
Allstate Corporation
Illinois
$232M +$218M 15 6.83% Increased
891
Spire Wealth Management
Spire Wealth Management
Virginia
$232M +$5.87M 19 7.2% Increased
892
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$231M -$6.23M 6 24.55% Reduced
893
Homestead Advisers
Homestead Advisers
Virginia
$231M -$8.72M 3 5.57% Reduced
894
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$231M +$1M 13 6.95% Increased
895
Park National Corp
Park National Corp
Ohio
$231M -$9.7M 6 8.46% Reduced
896
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$231M +$174M 4 9.17% Increased
897
Norris Perne & French
Norris Perne & French
Michigan
$230M +$1.53M 6 16.61% Increased
898
Merit Financial Group
Merit Financial Group
Georgia
$230M +$52.8M 18 4.13% Increased
899
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$229M -$15.4M 7 8.39% Reduced
900
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$228M +$9.7M 7 13.97% Increased