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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
951
ETF Managers Group
ETF Managers Group
New Jersey
$66.5M +$8.72M 10 3.13% Increased
952
Polaris Capital Management
Polaris Capital Management
Massachusetts
$66.4M +$3.38M 2 3.04% Increased
953
BAS
Brown Advisory Securities
Maryland
$66.4M +$1.87M 8 12.67% Increased
954
Chicago Capital
Chicago Capital
Illinois
$66.2M +$609K 6 5.4% Increased
955
Sandy Spring Bank
Sandy Spring Bank
Maryland
$66.1M -$457K 11 6.34% Reduced
956
LS Investment Advisors
LS Investment Advisors
Michigan
$65.9M -$2.61M 14 4.59% Reduced
957
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$65.8M -$1.66M 7 7.98% Reduced
958
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$65.5M -$2.22M 15 3.51% Reduced
959
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$65.4M -$2.54M 6 2.51% Reduced
960
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$65.3M +$1.28M 9 7.41% Increased
961
ALPS Advisors
ALPS Advisors
Colorado
$65M -$9.21M 7 0.5% Reduced
962
SouthState Corp
SouthState Corp
Florida
$64.9M +$4.25M 7 7.5% Increased
963
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$64.8M -$4.11M 7 10.26% Reduced
964
RGI
River Global Investors
United Kingdom
$64.7M +$7.89M 5 5.61% Increased
965
MAI Capital Management
MAI Capital Management
Ohio
$64.7M +$7.23M 8 3.77% Increased
966
ICP
Indus Capital Partners
New York
$64.7M -$18.4M 1 11.69% Reduced
967
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$64.6M +$929K 11 9.66% Increased
968
SIM
Spark Investment Management
New York
$64.2M +$39.4M 6 4.43% Increased
969
Alphinity Investment Management
Alphinity Investment Management
Australia
$64.1M +$15.2M 3 14.3% Increased
970
Janney Capital Management
Janney Capital Management
Pennsylvania
$64.1M +$4.71M 7 3.45% Increased
971
HCM
Hoplite Capital Management
New York
$63.8M -$19.5M 3 12.04% Reduced
972
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$63.7M -$1.39M 5 8.91% Reduced
973
CLM
ClearBridge LLC (Maryland)
Maryland
$63.7M +$3.98M 7 19.37% Increased
974
TM
Tiger Management
New York
$63.4M -$41.3M 4 16.06% Reduced
975
BloombergSen
BloombergSen
Ontario, Canada
$63.4M -$28M 1 5.27% Reduced