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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
1351
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$98.5M -$29.8M 5 7.85% Reduced
1352
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$98.5M +$4.46M 9 7.07% Increased
1353
CapWealth Advisors
CapWealth Advisors
Tennessee
$98.4M +$671K 5 10.66% Increased
1354
MKP Capital Management
MKP Capital Management
New York
$98.4M +$112M 1 1.37% New
1355
Global X Japan
Global X Japan
Japan
$98.2M +$9.8M 5 11.29% Increased
1356
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$97.6M -$3.81M 5 8.28% Reduced
1357
LM Advisors
LM Advisors
California
$97.6M +$3.48M 7 17.57% Increased
1358
WestEnd Advisors
WestEnd Advisors
North Carolina
$97.5M -$6.1M 9 2.59% Reduced
1359
Financial Engines Advisors
Financial Engines Advisors
California
$97.4M -$3.17M 6 0.21% Reduced
1360
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$97.1M -$1.48M 5 12.79% Reduced
1361
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$97.1M +$7.16M 10 11.43% Increased
1362
Cambiar Investors
Cambiar Investors
Colorado
$97.1M -$8.54M 2 4.11% Reduced
1363
Accel Leaders 4 Associates
Accel Leaders 4 Associates
California
$96.7M $0 1 100% Maintained
1364
Dearborn Partners
Dearborn Partners
Illinois
$96.7M -$9.32M 8 4.64% Reduced
1365
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$96.5M -$2.49M 11 8.85% Reduced
1366
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$96.1M +$54.4M 5 3.02% Increased
1367
GHP Investment Advisors
GHP Investment Advisors
Colorado
$95.8M +$75.4K 15 4.6% Increased
1368
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$95.6M -$3.53M 2 6.41% Reduced
1369
Professional Advisory Services
Professional Advisory Services
Florida
$95.5M +$9.01M 6 13.37% Increased
1370
LVM Capital Management
LVM Capital Management
Michigan
$95.4M +$764K 6 10.62% Increased
1371
TCIM
TOMS Capital Investment Management
New York
$95.3M +$27.6M 1 2.9% Increased
1372
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$95.2M +$18.1M 4 3.32% Increased
1373
Fagan Associates
Fagan Associates
New York
$94.8M +$1.53M 6 15.82% Increased
1374
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$94.8M -$968K 7 11.63% Reduced
1375
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$94.4M +$86.2M 8 8.54% Increased