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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
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$184M $0 1 4.12% Maintained
952
Simplex Trading
Simplex Trading
Illinois
$184M +$103M 18 0.12% Increased
953
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$184M -$885K 5 12.54% Reduced
954
HRT Financial
HRT Financial
New York
$183M -$135M 16 1.16% Reduced
955
Venture Visionary Partners
Venture Visionary Partners
Ohio
$183M +$11M 8 7.66% Increased
956
Moors & Cabot
Moors & Cabot
Massachusetts
$183M -$1.69M 10 9.28% Reduced
957
Ancora Advisors
Ancora Advisors
Ohio
$183M -$35.5M 16 4.08% Reduced
958
Jefferies Financial Group
Jefferies Financial Group
New York
$183M -$874M 13 1.61% Reduced
959
Welch Group
Welch Group
Alabama
$183M -$2.79M 7 8.03% Reduced
960
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$183M -$2.35M 9 8.84% Reduced
961
Voleon Capital Management
Voleon Capital Management
California
$183M +$5.46M 8 14.29% Increased
962
Confluence Investment Management
Confluence Investment Management
Missouri
$182M -$63.5M 4 2.63% Reduced
963
Windward Capital Management
Windward Capital Management
California
$181M -$10.1M 5 15.62% Reduced
964
D1 Capital Partners
D1 Capital Partners
New York
$181M +$41.5M 1 2.77% Increased
965
Eagle Global Advisors
Eagle Global Advisors
Texas
$180M -$5.59M 6 7.43% Reduced
966
New Age Alpha Advisors
New Age Alpha Advisors
New York
$180M +$32.6M 12 8.07% Increased
967
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$180M +$23.5M 6 10.48% Increased
968
Avenir Corporation
Avenir Corporation
Virginia
$180M -$2.07M 3 18.89% Reduced
969
Martingale Asset Management
Martingale Asset Management
Massachusetts
$180M -$48.2M 12 4.57% Reduced
970
EARNEST Partners
EARNEST Partners
Georgia
$179M -$3.01M 6 0.86% Reduced
971
Independent Financial Group
Independent Financial Group
California
$179M +$3.47M 14 6.15% Increased
972
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$179M +$46.6M 6 5.29% Increased
973
Graham Holdings Company
Graham Holdings Company
Virginia
$177M $0 1 19.69% Maintained
974
First American Bank
First American Bank
Illinois
$177M +$986K 5 13.11% Increased
975
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$177M -$376K 6 16.28% Reduced