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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
Becker Capital Management
Becker Capital Management
Oregon
$317M -$1.55M 6 9.08% Reduced
877
Central Trust Company
Central Trust Company
Missouri
$317M -$6.89M 16 6.21% Reduced
878
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$317M -$8.8M 5 16.28% Reduced
879
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$316M +$155M 13 4.26% Increased
880
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$315M -$9.12M 8 6.59% Reduced
881
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$315M +$53M 5 27.94% Increased
882
Giverny Capital
Giverny Capital
Quebec, Canada
$315M +$1.02M 3 10.5% Increased
883
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$314M -$1.81M 5 25.84% Reduced
884
Axxcess Wealth Management
Axxcess Wealth Management
California
$314M +$21.1M 11 5.43% Increased
885
Summitry LLC
Summitry LLC
California
$312M -$5.3M 6 13% Reduced
886
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$312M -$11.7M 7 5.19% Reduced
887
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$311M +$7.15M 18 8.6% Increased
888
Independent Financial Group
Independent Financial Group
California
$311M +$15.7M 17 6.94% Increased
889
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$311M -$1.9M 6 19.86% Reduced
890
D1 Capital Partners
D1 Capital Partners
New York
$309M +$307M 1 2.89% New
891
Quadrant Capital Group
Quadrant Capital Group
Ohio
$309M +$11.4M 26 9.34% Increased
892
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$307M -$8.02M 9 11.26% Reduced
893
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$306M -$10.2M 6 13.98% Reduced
894
Contrarius Group Holdings
Contrarius Group Holdings
Bermuda
$306M +$230M 3 14.82% Increased
895
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$305M +$4.34M 18 8.71% Increased
896
Community Trust & Investment
Community Trust & Investment
Kentucky
$305M -$502K 5 16.15% Reduced
897
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$305M -$492K 11 6.77% Reduced
898
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$305M +$37.9M 13 10.72% Increased
899
Vaughan David Investments
Vaughan David Investments
Illinois
$304M -$17M 6 6.61% Reduced
900
Savant Capital
Savant Capital
Illinois
$303M +$12.3M 18 1.73% Increased