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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
1226
Thematics Asset Management
Thematics Asset Management
France
$165M -$3.03M 6 7.47% Reduced
1227
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$164M +$10K 5 4.6% Increased
1228
Moran Wealth Management
Moran Wealth Management
Florida
$164M -$1.53M 13 4.95% Reduced
1229
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$164M -$6.99M 3 21.62% Reduced
1230
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$164M -$2.52M 29 9.23% Reduced
1231
J. Goldman & Co
J. Goldman & Co
New York
$163M +$35.4M 7 4.1% Increased
1232
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$163M +$2.15M 11 2.63% Increased
1233
American National Bank & Trust
American National Bank & Trust
Texas
$162M +$1.01M 11 15.96% Increased
1234
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$162M +$31.2M 8 11.3% Increased
1235
MPM
MBB Public Markets
Illinois
$161M +$48.9M 3 21.43% Increased
1236
Fiduciary Alliance
Fiduciary Alliance
South Carolina
$161M +$3.2M 9 10.8% Increased
1237
Fulton Bank
Fulton Bank
Pennsylvania
$161M -$2.25M 10 5.63% Reduced
1238
MayTech Global Investments
MayTech Global Investments
New York
$161M -$5.57M 4 16.8% Reduced
1239
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$161M +$49.8K 8 10.55% Increased
1240
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$160M +$1.91M 6 6.93% Increased
1241
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$160M +$40.9M 6 10.24% Increased
1242
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$160M +$124M 5 3.62% Increased
1243
United Asset Strategies
United Asset Strategies
New York
$159M -$2.73M 7 12.79% Reduced
1244
German American Bancorp
German American Bancorp
Indiana
$159M +$3.34M 4 14.06% Increased
1245
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$159M -$2.7M 6 10.01% Reduced
1246
GW Henssler & Associates
GW Henssler & Associates
Georgia
$159M +$3.14M 6 7.93% Increased
1247
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$158M +$21.1M 11 3.02% Increased
1248
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$158M +$6.4M 13 11.09% Increased
1249
Blackstone Inc
Blackstone Inc
New York
$158M -$421M 7 0.63% Reduced
1250
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$157M +$4.17M 16 4.11% Increased