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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
1451
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$127M +$2.61M 6 11.42% Increased
1452
Proem Advisors
Proem Advisors
Texas
$127M -$2.54M 7 14.4% Reduced
1453
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$127M +$7.14M 31 4.66% Increased
1454
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$127M -$939K 10 3.49% Reduced
1455
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$126M -$4.92M 5 11.96% Reduced
1456
Apollo Management Holdings
Apollo Management Holdings
New York
$126M $0 1 1.03% Maintained
1457
Oribel Capital Management
Oribel Capital Management
New York
$126M -$29.7M 5 5.76% Reduced
1458
One Madison Group
One Madison Group
New York
$125M -$29.3M 3 14.45% Reduced
1459
Powszechne Towarzystwo Emerytalne Allianz Polska
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$125M $0 2 39.63% Maintained
1460
GM Advisory Group
GM Advisory Group
New York
$125M +$16.6M 9 4.89% Increased
1461
GDS Wealth Management
GDS Wealth Management
Texas
$125M -$518K 7 7.8% Reduced
1462
Nations Financial Group
Nations Financial Group
Iowa
$125M +$22.8M 10 6.56% Increased
1463
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$124M -$8.72M 2 17.82% Reduced
1464
Harvey Capital Management
Harvey Capital Management
Florida
$124M -$2.29M 6 26.47% Reduced
1465
SlateStone Wealth
SlateStone Wealth
Florida
$124M +$1.81M 8 10.39% Increased
1466
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$124M -$80.7M 5 1.45% Reduced
1467
MIC
Maxi Investments CY
Cyprus
$124M +$77.5M 11 22.54% Increased
1468
De Burlo Group
De Burlo Group
Massachusetts
$124M +$32.3M 3 15.02% Increased
1469
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$124M +$5.25M 8 7.93% Increased
1470
Evanson Asset Management
Evanson Asset Management
California
$124M -$20.2M 8 6.66% Reduced
1471
Board of Trustees of The Leland Stanford Junior University
Board of Trustees of The Leland Stanford Junior University
California
$123M -$77.8M 1 24.88% Reduced
1472
LS Investment Advisors
LS Investment Advisors
Michigan
$123M -$1.04M 5 17.26% Reduced
1473
Webster Bank
Webster Bank
Connecticut
$123M -$1.95M 13 11.54% Reduced
1474
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$123M +$7.34M 6 6.64% Increased
1475
Caldwell Trust
Caldwell Trust
Florida
$123M -$1.76M 7 10.9% Reduced