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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
Destination Wealth Management
Destination Wealth Management
California
$131M +$8.3M 6 4.96% Increased
902
Natixis Investment Managers International
Natixis Investment Managers International
France
$131M -$19.9M 6 9.87% Reduced
903
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$131M -$22.7M 3 10.71% Reduced
904
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$131M -$1.75M 8 5.48% Reduced
905
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$130M $0 6 4.5% Maintained
906
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$130M -$33.4M 43 4.14% Reduced
907
DCP
Darsana Capital Partners
New York
$130M +$120M 1 8.73% New
908
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$129M +$1.99M 13 4.32% Increased
909
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$129M +$2.21M 6 8.78% Increased
910
Lannebo Fonder
Lannebo Fonder
Sweden
$129M -$55.4M 5 20.72% Reduced
911
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$129M +$13M 21 6.95% Increased
912
Bronte Capital Management
Bronte Capital Management
Australia
$129M +$3.35M 3 14.94% Increased
913
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$129M -$111M 25 0.78% Reduced
914
Spire Wealth Management
Spire Wealth Management
Virginia
$128M +$13.6M 26 5% Increased
915
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$128M -$1.46M 7 5.47% Reduced
916
BFM
Blacksheep Fund Management
Ireland
$128M -$22.4M 2 35.94% Reduced
917
SteelPeak Wealth
SteelPeak Wealth
California
$128M +$439K 9 8.68% Increased
918
GAMCO Investors
GAMCO Investors
Connecticut
$128M -$10.4M 12 1.38% Reduced
919
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$128M -$28.7M 11 5.26% Reduced
920
Welch Group
Welch Group
Alabama
$128M +$2.23M 6 7.43% Increased
921
Quantinno Capital Management
Quantinno Capital Management
New York
$128M +$14.4M 14 8.44% Increased
922
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$127M $0 3 23.88% Maintained
923
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$127M +$7.93M 7 11.42% Increased
924
Alta Park Capital
Alta Park Capital
California
$127M +$28.3M 2 11.81% Increased
925
Eagle Global Advisors
Eagle Global Advisors
Texas
$127M -$9.8M 7 8.53% Reduced