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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
Merriman Wealth Management
Merriman Wealth Management
Washington
$86.1M -$3.44M 6 16.6% Reduced
952
GTP
Global Thematic Partners
New York
$85.8M +$6.83M 2 5.26% Increased
953
Argent Trust Co
Argent Trust Co
Tennessee
$85.8M +$578K 8 7.63% Increased
954
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$85.7M +$1.14M 5 8.57% Increased
955
ET
Equitable Trust
Tennessee
$85.7M -$4.96M 7 8.37% Reduced
956
3CP
3G Capital Partners
New York
$84.1M -$15.5M 1 12.52% Reduced
957
Taurus Asset Management
Taurus Asset Management
New York
$84M -$1.66M 5 10.96% Reduced
958
NewEdge Advisors
NewEdge Advisors
Louisiana
$84M +$5.75M 8 3.34% Increased
959
BCVI
Bain Capital Venture Investors
Massachusetts
$83.5M $0 2 17.01% Maintained
960
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$83.3M -$556K 7 11.89% Reduced
961
Quantitative Investment Management
Quantitative Investment Management
Virginia
$83.3M +$56.9M 7 2.52% Increased
962
EULAV Asset Management
EULAV Asset Management
Florida
$83.2M -$9.31M 4 2.87% Reduced
963
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$82.9M +$68.3M 5 7.32% Increased
964
ETrade Capital Management
ETrade Capital Management
Virginia
$82.9M -$2.49M 13 1.86% Reduced
965
Vantage Investment Partners
Vantage Investment Partners
Missouri
$82.8M +$20.8M 3 6.8% Increased
966
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$82.8M -$4.26M 3 20.61% Reduced
967
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$82.3M -$4.15M 5 6.76% Reduced
968
Norris Perne & French
Norris Perne & French
Michigan
$82.1M -$490K 4 9.8% Reduced
969
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$82M +$2.85M 8 7.91% Increased
970
Cumberland Partners
Cumberland Partners
Ontario, Canada
$82M +$2.63M 5 7.28% Increased
971
Miracle Mile Advisors
Miracle Mile Advisors
California
$82M -$7.65M 9 5.66% Reduced
972
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$81.6M -$21.8K 7 13.12% Reduced
973
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$81.5M +$22.2M 1 2.04% Increased
974
Atom Investors
Atom Investors
Texas
$81M -$41.7M 6 6.63% Reduced
975
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$80.8M -$274K 5 23.23% Reduced