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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
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$269M -$5.84M 5 27.44% Reduced
877
SH
Spear Holdings
United Arab Emirates
$269M +$98.8M 3 26.83% Increased
878
PO
PBCay One
United Arab Emirates
$269M +$98.8M 3 20% Increased
879
Becker Capital Management
Becker Capital Management
Oregon
$269M +$5.35M 6 7.9% Increased
880
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$268M +$2.52M 8 5.65% Increased
881
FI
Focused Investors
California
$268M +$117M 2 8.72% Increased
882
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$268M -$10.3M 6 9.67% Reduced
883
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$268M +$23.2M 12 9.07% Increased
884
Central Trust Company
Central Trust Company
Missouri
$268M -$2.94M 16 5.27% Reduced
885
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$267M +$9.47M 18 7.37% Increased
886
Quadrant Capital Group
Quadrant Capital Group
Ohio
$267M +$3.56M 27 7.98% Increased
887
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$266M -$10.9M 15 15.25% Reduced
888
Community Trust & Investment
Community Trust & Investment
Kentucky
$265M +$4.28M 5 14.42% Increased
889
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$264M -$66.4M 10 2.08% Reduced
890
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$264M +$2.24M 9 9.33% Increased
891
Venture Visionary Partners
Venture Visionary Partners
Ohio
$264M +$11.2M 9 8.77% Increased
892
Independent Financial Group
Independent Financial Group
California
$263M -$5.08M 16 5.91% Reduced
893
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$263M +$191M 6 7.25% Increased
894
Private Wealth Partners
Private Wealth Partners
California
$262M +$2.49M 7 20.21% Increased
895
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$261M -$3.05M 6 12.03% Reduced
896
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$259M +$28.4M 4 20.64% Increased
897
Lyrical Asset Management
Lyrical Asset Management
New York
$259M -$7.65M 1 3.95% Reduced
898
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$257M +$660K 27 7.89% Increased
899
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$256M +$4.64M 6 12.87% Increased
900
Todd Asset Management
Todd Asset Management
Kentucky
$256M +$43.1M 7 5.01% Increased