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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
1326
Merit Financial Group
Merit Financial Group
Georgia
$63M +$45.8M 7 1.95% Increased
1327
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$62.8M -$1.16M 7 2.52% Reduced
1328
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$62.7M +$9.38M 5 9.97% Increased
1329
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$62.7M +$466K 8 2.69% Increased
1330
Paulson & Co
Paulson & Co
New York
$62.7M +$56.8M 2 3.09% Increased
1331
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$62.7M -$3.37M 3 7.2% Reduced
1332
Andra AP-fonden
Andra AP-fonden
Sweden
$62.7M +$68.4M 12 1.79% New
1333
ACM
Aljian Capital Management
Nevada
$62.6M -$2.49K 5 34.27% Reduced
1334
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$62.6M +$13.2M 7 5.01% Increased
1335
WI
Wintrust Investments
Illinois
$62.6M -$19.3M 8 7.48% Reduced
1336
EVM
Evelyn V. Moreno
$62.3M +$4.99M 8 14.53% Increased
1337
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$62M +$49.6M 5 0.71% Increased
1338
Dorsey Asset Management
Dorsey Asset Management
Illinois
$61.9M +$11.2M 1 7.73% Increased
1339
FAIM
Financial Advocates Investment Management
Washington
$61.9M +$5.6M 13 5.02% Increased
1340
United Asset Strategies
United Asset Strategies
New York
$61.8M +$5.69M 7 9.01% Increased
1341
Heritage Trust
Heritage Trust
Oklahoma
$61.6M -$2.6M 6 10.09% Reduced
1342
GC
GGV Capital
California
$61.6M +$19.2M 2 14.71% Increased
1343
Qtron Investments
Qtron Investments
Massachusetts
$61.4M +$7.21M 11 13.51% Increased
1344
MWA
Miller Wealth Advisors
Colorado
$61.4M -$631K 3 51% Reduced
1345
Savant Capital
Savant Capital
Illinois
$61.2M +$7.58M 10 1.86% Increased
1346
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$61.1M -$408K 4 4.99% Reduced
1347
Washington Trust Bank
Washington Trust Bank
Washington
$61.1M -$1.7M 6 7.85% Reduced
1348
TM
Tiger Management
New York
$61.1M +$273K 2 26.93% Increased
1349
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$61.1M -$2.25M 5 20.66% Reduced
1350
Matrix Asset Advisors
Matrix Asset Advisors
New York
$61.1M +$303K 5 9.38% Increased