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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
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$113M -$3.33M 7 11.09% Reduced
927
Rheos Capital Works
Rheos Capital Works
Japan
$112M -$3.26M 7 7.58% Reduced
928
Renaissance Group
Renaissance Group
Kentucky
$112M -$21.4M 8 6.02% Reduced
929
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$112M -$188K 6 12.43% Reduced
930
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$111M -$12.6M 3 20.03% Reduced
931
Norris Perne & French
Norris Perne & French
Michigan
$111M +$6.61M 7 11.57% Increased
932
Spire Wealth Management
Spire Wealth Management
Virginia
$111M -$52.7M 24 6.74% Reduced
933
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$111M -$2.83M 4 13.27% Reduced
934
Magnetar Financial
Magnetar Financial
Illinois
$111M -$37M 8 1.54% Reduced
935
Albion Financial Group
Albion Financial Group
Utah
$111M +$1.63M 17 11.42% Increased
936
Dowling & Yahnke
Dowling & Yahnke
California
$110M +$1.1M 8 5.13% Increased
937
APA
American Portfolios Advisors
New York
$110M +$5.28M 32 4.67% Increased
938
RIG
Roosevelt Investment Group
New York
$110M +$187K 5 7.9% Increased
939
Bowie Capital Management
Bowie Capital Management
Texas
$109M +$10.2M 3 11.51% Increased
940
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$109M -$7.72M 6 2.73% Reduced
941
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$109M -$2.88M 6 9.85% Reduced
942
Elite Wealth Management
Elite Wealth Management
Washington
$109M +$3.26M 6 9.39% Increased
943
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$109M -$4.56M 8 5.53% Reduced
944
North Star Asset Management
North Star Asset Management
Wisconsin
$109M +$738K 8 7.47% Increased
945
Dakota Wealth Management
Dakota Wealth Management
Florida
$109M +$4.11M 8 8.82% Increased
946
Suncoast Equity Management
Suncoast Equity Management
Florida
$109M -$6.98M 4 21.26% Reduced
947
Oak Ridge Investments
Oak Ridge Investments
Illinois
$108M -$4.63M 4 16.43% Reduced
948
Montag & Caldwell
Montag & Caldwell
Georgia
$108M -$1.69M 4 16.08% Reduced
949
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$108M -$7.97M 9 7.92% Reduced
950
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$108M -$1.01B 6 10.43% Reduced