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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
Private Wealth Partners
Private Wealth Partners
California
$254M -$10M 8 19.84% Reduced
877
Accel Leaders 4 Associates
Accel Leaders 4 Associates
California
$253M $0 1 100% Maintained
878
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$252M +$18.8M 5 13.03% Increased
879
SFG
Sather Financial Group
Texas
$251M -$4.61M 4 14.73% Reduced
880
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$250M -$435K 5 15.31% Reduced
881
Cantor Fitzgerald
Cantor Fitzgerald
New York
$249M +$92.9M 10 4.42% Increased
882
Savant Capital
Savant Capital
Illinois
$249M +$9.6M 14 1.79% Increased
883
GW&K Investment Management
GW&K Investment Management
Massachusetts
$249M -$18.9M 13 2.23% Reduced
884
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$249M -$7.3M 9 13.45% Reduced
885
Axxcess Wealth Management
Axxcess Wealth Management
California
$249M +$7.73M 12 5.82% Increased
886
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$249M -$23.9M 6 9.08% Reduced
887
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$248M -$24.5M 5 18.99% Reduced
888
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$248M +$1.22M 4 14.21% Increased
889
Wolverine Trading
Wolverine Trading
Illinois
$247M +$101M 18 0.25% Increased
890
SignatureFD
SignatureFD
Georgia
$247M +$5.82M 28 4.22% Increased
891
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$247M -$68.1M 1 26.78% Reduced
892
Confluence Investment Management
Confluence Investment Management
Missouri
$247M -$3.03M 5 3.49% Reduced
893
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$247M +$1.35M 8 18.32% Increased
894
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$246M +$131K 6 17.43% Increased
895
First Horizon Advisors
First Horizon Advisors
Tennessee
$245M -$1.77M 23 6.37% Reduced
896
Empire Life Investments
Empire Life Investments
Ontario, Canada
$245M -$14.2M 4 15.54% Reduced
897
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$244M $0 1 5.18% Maintained
898
Engineers Gate Manager
Engineers Gate Manager
New York
$242M +$105M 26 3.01% Increased
899
Independent Financial Group
Independent Financial Group
California
$242M +$17.7M 16 6.67% Increased
900
SteelPeak Wealth
SteelPeak Wealth
California
$242M -$28.3M 11 9.33% Reduced