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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
901
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$311M -$2.23M 5 24.74% Reduced
902
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$311M +$85.3M 11 13.93% Increased
903
IFP Advisors
IFP Advisors
Florida
$311M -$4.67M 31 5.61% Reduced
904
AIM
Anatole Investment Management
Hong Kong
$310M +$208M 2 52.52% Increased
905
Becker Capital Management
Becker Capital Management
Oregon
$310M +$14M 6 8.33% Increased
906
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$310M +$4.17M 15 8.66% Increased
907
Sit Investment Associates
Sit Investment Associates
Minnesota
$309M -$1.73M 7 5.85% Reduced
908
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$309M +$5.29M 15 15.18% Increased
909
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$308M -$134M 2 7.02% Reduced
910
Axxcess Wealth Management
Axxcess Wealth Management
California
$307M +$26.1M 10 4.89% Increased
911
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$307M +$803K 9 8.38% Increased
912
Quadrant Capital Group
Quadrant Capital Group
Ohio
$306M +$23.2M 17 8.39% Increased
913
GC
Gobi Capital
California
$305M $0 1 14.33% Maintained
914
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$305M -$54.5M 5 16.69% Reduced
915
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$305M +$8.96M 18 7.38% Increased
916
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$303M +$4.97M 6 9.81% Increased
917
Dragoneer Investment Group
Dragoneer Investment Group
California
$303M +$319M 1 10.69% New
918
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$302M -$5.01M 19 6.74% Reduced
919
Empirical Wealth Management
Empirical Wealth Management
Washington
$300M +$16.3M 15 4.38% Increased
920
Central Trust Company
Central Trust Company
Missouri
$300M -$3.79M 17 5.43% Reduced
921
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$299M +$21.5M 17 22.51% Increased
922
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$299M +$8.12M 6 12.99% Increased
923
Avalon Trust
Avalon Trust
New Mexico
$297M -$14.7M 10 18.3% Reduced
924
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$297M +$1.68M 33 7.92% Increased
925
Community Trust & Investment
Community Trust & Investment
Kentucky
$297M -$3.69M 5 15.32% Reduced