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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
1176
Bridgewater Associates
Bridgewater Associates
Connecticut
$56M -$9.3M 2 1.11% Reduced
1177
Elite Wealth Management
Elite Wealth Management
Washington
$55.9M +$24.8M 5 43.6% Increased
1178
Jasper Ridge Partners
Jasper Ridge Partners
California
$55.9M $0 8 4.45% Maintained
1179
Owl Creek Asset Management
Owl Creek Asset Management
New York
$55.8M -$81.6M 1 4.44% Reduced
1180
Robeco Schweiz
Robeco Schweiz
Switzerland
$55.8M +$3.02M 3 2.39% Increased
1181
Gifford Fong Associates
Gifford Fong Associates
California
$55.6M -$579K 6 20.39% Reduced
1182
Narwhal Capital Management
Narwhal Capital Management
Georgia
$55.6M +$7.88M 6 11.97% Increased
1183
Wedgewood Partners
Wedgewood Partners
Missouri
$55.4M -$15.4M 3 10.51% Reduced
1184
Strategy Capital
Strategy Capital
California
$55.4M +$4.94M 1 13.51% Increased
1185
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$55.4M +$1.62M 12 1.32% Increased
1186
Appleton Partners
Appleton Partners
Massachusetts
$55.3M -$195K 6 7.67% Reduced
1187
Avantax Advisory Services
Avantax Advisory Services
Texas
$55.3M +$2.39M 9 1.65% Increased
1188
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$55.2M -$8.49M 4 2.39% Reduced
1189
Alley Company
Alley Company
Illinois
$54.9M +$30.6M 4 6.35% Increased
1190
Rockland Trust
Rockland Trust
Massachusetts
$54.9M -$1.91M 6 5.59% Reduced
1191
Rafferty Asset Management
Rafferty Asset Management
New York
$54.9M +$43.5M 9 2.3% Increased
1192
Nightview Capital
Nightview Capital
Texas
$54.7M +$31.4M 3 14.03% Increased
1193
Sepio Capital
Sepio Capital
Utah
$54.7M +$2.64M 6 7.24% Increased
1194
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$54.6M -$374K 6 7.95% Reduced
1195
APA
American Portfolios Advisors
New York
$54.6M +$1.69M 25 4.54% Increased
1196
Chiron Investment Management
Chiron Investment Management
New York
$54.5M -$2.26M 4 12.8% Reduced
1197
Dorsey Asset Management
Dorsey Asset Management
Illinois
$54.4M +$49.5M 1 13.74% Increased
1198
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$54.4M +$5.04M 8 2.04% Increased
1199
Mission Wealth Management
Mission Wealth Management
California
$54.4M -$290K 8 6% Reduced
1200
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$54.3M +$6.02M 6 9.63% Increased