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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
926
Renaissance Group
Renaissance Group
Kentucky
$156M +$782 8 7.04% Increased
927
AH Equity Partners III
AH Equity Partners III
California
$156M -$157M 1 6.76% Reduced
928
JCM
Jag Capital Management
Missouri
$155M +$15.7M 9 15.38% Increased
929
Mill Capital Management
Mill Capital Management
North Carolina
$155M +$23.4M 6 14.83% Increased
930
Vaughan David Investments
Vaughan David Investments
Illinois
$155M -$1.11M 6 4.56% Reduced
931
FAB
First American Bank
Illinois
$154M +$2.26M 5 13.03% Increased
932
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$154M +$4.32M 11 5.62% Increased
933
MC
Maplelane Capital
New York
$154M -$31.7M 3 4.71% Reduced
934
Taurus Asset Management
Taurus Asset Management
New York
$153M -$586K 4 15.45% Reduced
935
NM
NWI Management
New York
$153M -$106M 4 17.5% Reduced
936
TCCM
Two Creeks Capital Management
New York
$153M -$4.17M 2 8.72% Reduced
937
Corient Capital Partners
Corient Capital Partners
California
$152M +$13.7M 16 10.03% Increased
938
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
$152M +$19.2M 12 13.21% Increased
939
Lyrical Asset Management
Lyrical Asset Management
New York
$151M +$10.5M 1 2.09% Increased
940
CDH
Charles D. Hyman
$151M +$1.52M 8 9.52% Increased
941
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$150M +$6.45M 8 6.49% Increased
942
APA
American Portfolios Advisors
New York
$150M +$9.6M 35 5.13% Increased
943
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$150M $0 3 1.33% Maintained
944
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$150M -$14.3M 8 11.81% Reduced
945
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$150M -$66.9M 20 3% Reduced
946
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$149M +$17.5M 9 8.64% Increased
947
Burney Company
Burney Company
Virginia
$149M -$1.5M 11 6.85% Reduced
948
Montag & Associates
Montag & Associates
Georgia
$149M +$651K 16 7.89% Increased
949
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$149M +$9.07M 4 9.27% Increased
950
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$148M -$493M 24 1.87% Reduced