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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
Dearborn Partners
Dearborn Partners
Illinois
$116M -$433K 7 4.85% Reduced
1327
Jag Capital Management
Jag Capital Management
Missouri
$116M -$15.5M 7 16.12% Reduced
1328
Evoke Wealth
Evoke Wealth
California
$116M +$1.38M 8 3.22% Increased
1329
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$115M +$270M 7 20.43% Increased
1330
Pitcairn
Pitcairn
Pennsylvania
$115M +$309K 11 6.82% Increased
1331
Financial Engines Advisors
Financial Engines Advisors
California
$115M +$41.5M 6 0.24% Increased
1332
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$115M -$4.2M 5 9.28% Reduced
1333
TBBL
True Blue (BVI) Ltd
$115M +$130M 3 70.91% New
1334
Parker Investment Management
Parker Investment Management
California
$115M +$14.1M 4 17.93% Increased
1335
Fiduciary Group
Fiduciary Group
Georgia
$115M -$926K 6 11.52% Reduced
1336
Engineers Gate Manager
Engineers Gate Manager
New York
$115M -$31M 24 2% Reduced
1337
Vantage Investment Partners
Vantage Investment Partners
Missouri
$115M +$1.86M 4 10% Increased
1338
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$115M -$1.33M 6 15% Reduced
1339
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$115M +$27.4M 6 1.53% Increased
1340
Quantitative Investment Management
Quantitative Investment Management
Virginia
$115M +$43.1M 8 8.58% Increased
1341
IAIM
International Assets Investment Management
Florida
$114M -$11.4M 11 9.55% Reduced
1342
MUFG Securities Americas
MUFG Securities Americas
New York
$114M +$111M 9 14.48% New
1343
Bell Asset Management
Bell Asset Management
Australia
$114M +$1.53M 4 20.8% Increased
1344
RCM
Ratan Capital Management
Florida
$114M +$43.5M 4 17.42% Increased
1345
ARS Investment Partners
ARS Investment Partners
New York
$114M -$5.96M 7 10.23% Reduced
1346
Milestones Administradora de Recursos
Milestones Administradora de Recursos
Brazil
$113M -$27.5M 3 57.27% Reduced
1347
BTC Capital Management
BTC Capital Management
Iowa
$113M -$1.02M 4 10.44% Reduced
1348
Smith Group Asset Management
Smith Group Asset Management
Texas
$113M +$1M 8 8.29% Increased
1349
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$112M -$5M 9 11.61% Reduced
1350
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$112M +$14.3M 13 3.73% Increased