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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
1251
Bridgewater Associates
Bridgewater Associates
Connecticut
$39.6M +$23.7M 3 0.38% Increased
1252
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$39.6M +$1.14M 8 4.08% Increased
1253
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$39.5M +$6.89M 4 5.23% Increased
1254
Majedie Asset Management
Majedie Asset Management
United Kingdom
$39.5M +$1.5M 4 3.6% Increased
1255
RCM
Roystone Capital Management
New York
$39.2M -$13.9M 1 3.5% Reduced
1256
Sigma Planning Corp
Sigma Planning Corp
Michigan
$39.2M +$5.75M 8 2.87% Increased
1257
PSCM
Prince Street Capital Management
New York
$39.2M -$16.5M 1 7.4% Reduced
1258
Ashmore Group
Ashmore Group
United Kingdom
$39.1M -$13.1M 1 19.37% Reduced
1259
Miracle Mile Advisors
Miracle Mile Advisors
California
$38.9M +$33.9M 7 4.11% Increased
1260
Moors & Cabot
Moors & Cabot
Massachusetts
$38.6M +$4.47M 9 5.1% Increased
1261
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$38.5M +$2.52M 8 5.23% Increased
1262
NG
NatWest Group
United Kingdom
$38.5M -$419K 3 8.18% Reduced
1263
Check Capital Management
Check Capital Management
California
$38.4M +$955K 2 2.05% Increased
1264
JCP
Jabre Capital Partners
Switzerland
$38.4M -$8.27M 8 8.26% Reduced
1265
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$38.3M -$3.84M 8 0.45% Reduced
1266
Kora Management
Kora Management
New York
$38.3M +$10.9M 1 16.9% Increased
1267
PAM
Pagoda Asset Management
New York
$38.3M +$11.1M 3 16.03% Increased
1268
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$38.3M -$1.01M 8 2.49% Reduced
1269
ARTA
A.R.T. Advisors
New York
$38.2M -$18.2M 12 1.53% Reduced
1270
Overbrook Management Corp
Overbrook Management Corp
New York
$38.2M -$1.27M 5 7.9% Reduced
1271
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$38.2M +$2.94M 8 2.54% Increased
1272
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$38.2M +$12.3M 7 4.87% Increased
1273
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$38.1M -$13M 3 2.75% Reduced
1274
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$38.1M +$1.86M 20 6.98% Increased
1275
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$38.1M +$359K 4 11.27% Increased