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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
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$247M -$3.94M 6 8.16% Reduced
977
GW&K Investment Management
GW&K Investment Management
Massachusetts
$245M -$18.7M 13 2.17% Reduced
978
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$245M -$119M 25 1.28% Reduced
979
Moors & Cabot
Moors & Cabot
Massachusetts
$244M -$3.67M 12 10.66% Reduced
980
Welch Group
Welch Group
Alabama
$244M +$2.41M 7 9.53% Increased
981
Windward Capital Management
Windward Capital Management
California
$244M -$2.1M 5 19.45% Reduced
982
Giverny Capital
Giverny Capital
Quebec, Canada
$244M -$8.11M 3 8.26% Reduced
983
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$243M +$1.12M 6 18.78% Increased
984
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$242M +$89.9M 5 18.72% Increased
985
SPC
Stony Point Capital
New York
$242M +$40.4M 5 16.96% Increased
986
Norris Perne & French
Norris Perne & French
Michigan
$241M +$172K 6 16.69% Increased
987
Insight Holdings Group
Insight Holdings Group
New York
$239M -$364M 6 14.77% Reduced
988
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$239M $0 3 1.81% Maintained
989
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$239M +$5.62K 7 24.41% Increased
990
Seilern Investment Management
Seilern Investment Management
United Kingdom
$238M -$55.4M 2 17.22% Reduced
991
Howard Capital Management
Howard Capital Management
Georgia
$238M +$7.49M 10 3.14% Increased
992
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$237M +$2.34M 12 4.76% Increased
993
Kanawha Capital Management
Kanawha Capital Management
Virginia
$237M -$1.92M 6 16.4% Reduced
994
ET
Equitable Trust
Tennessee
$236M -$1.27M 8 10.87% Reduced
995
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$236M +$44.3M 11 10.32% Increased
996
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$236M -$3.75M 6 16.7% Reduced
997
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$235M +$128K 3 9.84% Increased
998
CA
Cullinan Associates
Kentucky
$235M -$2.26M 6 15.3% Reduced
999
Aviso Financial
Aviso Financial
Ontario, Canada
$235M +$5.02M 9 9.54% Increased
1000
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$234M +$29.1M 15 3.72% Increased