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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
1026
Janney Capital Management
Janney Capital Management
Pennsylvania
$72.1M -$6.45M 6 3.89% Reduced
1027
ARK Investment Management
ARK Investment Management
Florida
$72M +$9.7M 6 1.81% Increased
1028
UAM
UAS Asset Management
New York
$71.8M -$9.18M 5 26.53% Reduced
1029
Bronte Capital Management
Bronte Capital Management
Australia
$71.8M +$1.69M 2 13.92% Increased
1030
DCM
Decatur Capital Management
Georgia
$71.8M -$865K 4 16.41% Reduced
1031
CPM
Crescent Park Management
California
$71.7M -$10.9M 2 12.88% Reduced
1032
Lido Advisors
Lido Advisors
California
$71.5M +$8.75M 9 2.85% Increased
1033
LMR Partners
LMR Partners
United Kingdom
$71.3M +$11.6M 9 0.12% Increased
1034
TD Private Client Wealth
TD Private Client Wealth
New York
$71.3M +$67.8M 15 4.26% New
1035
NEA Management Company
NEA Management Company
Maryland
$71.2M $0 1 3.37% Maintained
1036
NAH
Neumann Advisory (HK)
Hong Kong
$71.1M $0 2 35.81% Maintained
1037
Reilly Financial Advisors
Reilly Financial Advisors
California
$71M +$13.3M 14 8.08% Increased
1038
Donaldson Capital Management
Donaldson Capital Management
Indiana
$71M +$518K 5 4.8% Increased
1039
Cetera Advisors
Cetera Advisors
Colorado
$71M -$2.29M 10 3.03% Reduced
1040
Ancora Advisors
Ancora Advisors
Ohio
$70.8M +$1.37M 12 2.64% Increased
1041
Bridgewater Associates
Bridgewater Associates
Connecticut
$70.7M -$22.7M 4 0.72% Reduced
1042
EARNEST Partners
EARNEST Partners
Georgia
$70.7M +$14.6M 14 0.56% Increased
1043
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$70.5M +$4.09M 6 5.08% Increased
1044
WCM
Woodson Capital Management
Connecticut
$70.3M +$20M 2 10.66% Increased
1045
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$69.9M +$54.2M 13 2.19% Increased
1046
JCM
JS Capital Management
New York
$69.8M -$50.6M 4 8.04% Reduced
1047
Woodstock Corp
Woodstock Corp
Massachusetts
$69.7M -$647K 9 11.36% Reduced
1048
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$69.3M +$7.09M 8 3.12% Increased
1049
Everence Capital Management
Everence Capital Management
Indiana
$69.2M -$3.45M 8 10.33% Reduced
1050
CEI
Clark Estates Inc
New York
$69.1M +$3.27M 6 10.57% Increased