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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
First Long Island Investors
First Long Island Investors
New York
$172M -$1.81M 4 14.32% Reduced
977
CWA Asset Management Group
CWA Asset Management Group
Florida
$171M +$29.5M 8 10.42% Increased
978
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$171M -$323K 6 7.65% Reduced
979
Brandes Investment Partners
Brandes Investment Partners
California
$171M +$15.5M 3 2.19% Increased
980
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$170M -$2.52M 9 13.12% Reduced
981
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$170M -$5.51M 5 4.8% Reduced
982
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$170M +$8.5M 3 15.01% Increased
983
North Star Asset Management
North Star Asset Management
Wisconsin
$169M -$439K 7 8% Reduced
984
Parsons Capital Management
Parsons Capital Management
Rhode Island
$169M -$1.52M 6 11.58% Reduced
985
Verus Capital Partners
Verus Capital Partners
Arizona
$169M +$7.84M 7 18.67% Increased
986
Main Street Research
Main Street Research
Connecticut
$169M +$3.19M 6 11.47% Increased
987
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$168M -$1.45M 5 25.57% Reduced
988
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$168M +$5.24M 6 8.25% Increased
989
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$168M +$98.6M 8 12.11% Increased
990
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$167M -$7.23M 6 16.11% Reduced
991
Avity Investment Management
Avity Investment Management
Connecticut
$167M -$4.7M 6 13.83% Reduced
992
Prospera Financial Services
Prospera Financial Services
Texas
$167M +$7.74M 12 4.97% Increased
993
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$167M -$5.69M 5 12.74% Reduced
994
Talbot Financial
Talbot Financial
Washington
$167M +$1.69M 5 22.29% Increased
995
Venture Visionary Partners
Venture Visionary Partners
Ohio
$167M +$1.77M 7 7.9% Increased
996
Contrarius Investment Management
Contrarius Investment Management
Jersey
$166M -$119M 4 9.61% Reduced
997
Montag & Associates
Montag & Associates
Georgia
$166M +$3.18M 13 8.3% Increased
998
Keystone Investors
Keystone Investors
Singapore
$166M -$7.69M 5 14.42% Reduced
999
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$166M -$50.6M 6 12.87% Reduced
1000
ARK Investment Management
ARK Investment Management
Florida
$165M -$433M 6 1.14% Reduced