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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
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$197M $0 3 1.97% Maintained
952
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$197M +$7.45M 4 17.05% Increased
953
Brookfield Corp
Brookfield Corp
Ontario, Canada
$197M $0 1 1.23% Maintained
954
Moors & Cabot
Moors & Cabot
Massachusetts
$196M +$170K 8 10.45% Increased
955
Baupost Group
Baupost Group
Massachusetts
$196M -$321M 1 5.4% Reduced
956
NBT Bank
NBT Bank
New York
$196M -$11.3M 9 14.01% Reduced
957
EARNEST Partners
EARNEST Partners
Georgia
$196M +$2.68M 6 0.92% Increased
958
Eagle Global Advisors
Eagle Global Advisors
Texas
$195M -$503K 7 10.32% Reduced
959
Rockland Trust
Rockland Trust
Massachusetts
$195M -$3.22M 7 10.28% Reduced
960
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$195M -$3.51M 5 14.34% Reduced
961
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$194M -$96.2M 15 1.32% Reduced
962
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$194M +$6.19M 6 8.94% Increased
963
Caprock Group
Caprock Group
Idaho
$194M +$21.2M 10 7.88% Increased
964
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$194M +$10.7M 6 13.89% Increased
965
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$193M -$15.6M 4 3.67% Reduced
966
Merit Financial Group
Merit Financial Group
Georgia
$193M +$5.04M 12 4.26% Increased
967
XN LP
XN LP
New York
$193M -$75.1M 2 8.01% Reduced
968
Main Street Research
Main Street Research
Connecticut
$193M +$5.02M 6 12.7% Increased
969
Marex Group
Marex Group
$192M +$45.6M 14 5.16% Increased
970
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$192M -$1.72M 6 11.38% Reduced
971
GCIM
Gunn & Company Investment Management
Florida
$192M +$162M 6 11.38% Increased
972
MA
Mutual Advisors
Nebraska
$191M -$6.62M 11 5.77% Reduced
973
Destination Wealth Management
Destination Wealth Management
California
$191M -$9.49M 6 6.31% Reduced
974
Cumberland Partners
Cumberland Partners
Ontario, Canada
$190M -$6.41M 5 13.83% Reduced
975
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$190M -$295K 6 14.01% Reduced