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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
1376
Rollins Financial Advisors
Rollins Financial Advisors
New York
$117M -$996K 5 18.55% Reduced
1377
Novare Capital Management
Novare Capital Management
North Carolina
$117M -$7.75M 6 9.3% Reduced
1378
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$117M +$27.4M 6 10.46% Increased
1379
Horiko Capital Management
Horiko Capital Management
New York
$117M -$2.88M 4 26.99% Reduced
1380
Arax Advisory Partners
Arax Advisory Partners
Colorado
$117M -$3.55M 31 3.3% Reduced
1381
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$117M +$13.1M 7 6.35% Increased
1382
GDS Wealth Management
GDS Wealth Management
Texas
$117M +$5.78M 7 7.01% Increased
1383
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$117M -$34.8M 3 17.33% Reduced
1384
Synergy Asset Management
Synergy Asset Management
Washington
$116M -$11.1M 5 12.36% Reduced
1385
TT International Asset Management
TT International Asset Management
United Kingdom
$116M +$75.6M 1 12.7% Increased
1386
Payden & Rygel
Payden & Rygel
California
$116M +$12.1M 5 8.95% Increased
1387
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$116M -$2.06M 5 18.98% Reduced
1388
IAIM
International Assets Investment Management
Florida
$116M +$2.73M 21 8.04% Increased
1389
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$116M -$74.7M 2 3.95% Reduced
1390
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.
$116M +$164M 7 39.33% New
1391
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$115M -$106M 2 6.6% Reduced
1392
Spyglass Capital Management
Spyglass Capital Management
California
$115M +$296K 2 8.15% Increased
1393
One Capital Management
One Capital Management
California
$115M +$7.6M 6 3.15% Increased
1394
Alphadyne Asset Management
Alphadyne Asset Management
New York
$115M +$30.7M 10 2% Increased
1395
Financial Engines Advisors
Financial Engines Advisors
California
$115M -$2.39M 7 0.23% Reduced
1396
AL
Arnhold LLC
New York
$115M +$12.8M 9 8.43% Increased
1397
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$115M +$5.13M 7 6.21% Increased
1398
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$114M -$882K 4 9.81% Reduced
1399
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$114M $0 2 42.53% Maintained
1400
Geneos Wealth Management
Geneos Wealth Management
Colorado
$114M -$8.21M 24 2.64% Reduced