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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
1126
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$80.2M +$1.86M 8 8.22% Increased
1127
GW & Wade
GW & Wade
Massachusetts
$80M +$7.85M 10 6.1% Increased
1128
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$79.9M +$38.4M 5 4.1% Increased
1129
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$79.9M +$581K 10 14.46% Increased
1130
Corient Capital Partners
Corient Capital Partners
California
$79.7M -$2.29M 10 9.16% Reduced
1131
Segantii Capital Management
Segantii Capital Management
Hong Kong
$79.3M -$140M 2 6.12% Reduced
1132
Robeco Schweiz
Robeco Schweiz
Switzerland
$79.2M +$2.97M 4 2.35% Increased
1133
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$79.1M -$1.01M 7 12.43% Reduced
1134
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$79M -$4.09M 3 11.93% Reduced
1135
Friess Associates
Friess Associates
Delaware
$78.9M -$29.8M 4 6.84% Reduced
1136
GenTrust
GenTrust
Florida
$78.7M +$68.4M 6 7.24% Increased
1137
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$78.5M -$7.46M 2 15.87% Reduced
1138
CWA Asset Management Group
CWA Asset Management Group
Florida
$78.4M +$17.8M 5 10.48% Increased
1139
Kanawha Capital Management
Kanawha Capital Management
Virginia
$78.3M -$711K 7 9% Reduced
1140
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$78.1M +$4.45M 8 1.58% Increased
1141
Provident Investment Management
Provident Investment Management
Michigan
$78M +$79K 3 10.62% Increased
1142
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$78M -$5.92M 7 5.48% Reduced
1143
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$77.6M +$19.1M 3 8.28% Increased
1144
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$77.5M -$2.03M 10 13.92% Reduced
1145
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$77.3M -$993K 5 8.69% Reduced
1146
IP
Interval Partners
New York
$76.6M +$11.3M 6 4.31% Increased
1147
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$76.4M -$383K 6 8.61% Reduced
1148
Janney Capital Management
Janney Capital Management
Pennsylvania
$76.4M -$8.49M 7 5.21% Reduced
1149
Clough Capital Partners
Clough Capital Partners
Massachusetts
$76.2M -$9.4M 4 5.48% Reduced
1150
BCM
Bluefin Capital Management
New York
$76.1M -$75M 0 – Closed