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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
976
Oribel Capital Management
Oribel Capital Management
New York
$117M +$8.65M 7 15.09% Increased
977
Churchill Management
Churchill Management
California
$117M +$12.7M 7 1.99% Increased
978
Merriman Wealth Management
Merriman Wealth Management
Washington
$117M +$62.6M 5 12.51% Increased
979
Alpha Cubed Investments
Alpha Cubed Investments
California
$116M -$3.63M 7 9.92% Reduced
980
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$116M -$6.53M 10 11.46% Reduced
981
Think Investments
Think Investments
California
$116M +$34.6M 3 17.62% Increased
982
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$116M +$12M 7 6.17% Increased
983
Kintegral Advisory
Kintegral Advisory
New York
$115M $0 6 15.67% Maintained
984
WestEnd Advisors
WestEnd Advisors
North Carolina
$115M -$3.68M 3 5.83% Reduced
985
Alerus Financial
Alerus Financial
North Dakota
$115M +$2.97M 5 11.67% Increased
986
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$115M -$7.82M 7 5.13% Reduced
987
EGVF
ESA Global Value Fund
Cayman Islands
$115M +$112M 3 90.03% New
988
GAMCO Investors
GAMCO Investors
Connecticut
$115M -$12M 10 1.07% Reduced
989
Calamos Wealth Management
Calamos Wealth Management
Illinois
$114M +$734K 8 10.39% Increased
990
Norris Perne & French
Norris Perne & French
Michigan
$114M +$1.38M 7 10.73% Increased
991
CC
Cornerstone Capital
California
$114M +$4.54M 4 14.62% Increased
992
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$113M -$2.04M 7 4.86% Reduced
993
Wedbush Securities
Wedbush Securities
California
$113M +$3.94M 17 9.87% Increased
994
SFG
Sather Financial Group
Texas
$112M +$10.1M 4 14.47% Increased
995
Incline Global Management
Incline Global Management
New York
$112M +$35.4M 3 20.58% Increased
996
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$112M +$63.4M 8 1.22% Increased
997
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$112M -$100M 3 10.48% Reduced
998
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$112M +$2.5M 5 11.66% Increased
999
Palisade Capital Management
Palisade Capital Management
New Jersey
$111M +$6.08M 8 2.84% Increased
1000
UAM
UAS Asset Management
New York
$111M +$918K 2 31.33% Increased