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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
526
DF Dent & Co
DF Dent & Co
Maryland
$600M -$3.08M 6 7.59% Reduced
527
Argent Capital Management
Argent Capital Management
Missouri
$598M -$11.5M 5 16.89% Reduced
528
Dorsal Capital Management
Dorsal Capital Management
California
$598M -$11.1M 2 14.13% Reduced
529
Atreides Management
Atreides Management
Massachusetts
$598M +$354M 6 13.09% Increased
530
KCM
Kensico Capital Management
Connecticut
$595M -$46M 3 13.6% Reduced
531
Hyperion Asset Management
Hyperion Asset Management
Australia
$589M -$23.3M 3 19.53% Reduced
532
Caxton Associates (New York)
Caxton Associates (New York)
New York
$588M +$183M 6 18.51% Increased
533
Avanza Fonder
Avanza Fonder
Sweden
$586M +$567M 10 17.4% New
534
Sapient Capital
Sapient Capital
Indiana
$583M +$5.31M 6 11.13% Increased
535
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$580M -$5.8M 14 6.43% Reduced
536
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$580M +$45M 13 10.05% Increased
537
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$576M -$20.8M 6 18.1% Reduced
538
Generali Asset Management
Generali Asset Management
Italy
$570M +$554M 12 14.56% New
539
&Partners
&Partners
Tennessee
$569M +$207M 19 6.83% Increased
540
Voloridge Investment Management
Voloridge Investment Management
Florida
$567M -$6.43M 12 2% Reduced
541
WhitTier Trust Company
WhitTier Trust Company
Nevada
$566M +$14.4M 18 13.9% Increased
542
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$565M -$184M 3 2.49% Reduced
543
Crake Asset Management
Crake Asset Management
United Kingdom
$555M +$71.1M 3 59.89% Increased
544
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$554M +$513M 2 11.56% New
545
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$552M +$34.1M 15 1.81% Increased
546
Canoe Financial
Canoe Financial
Alberta, Canada
$550M +$429M 3 8.96% Increased
547
SCGE Management
SCGE Management
California
$548M -$411M 2 10.13% Reduced
548
Pinnacle Associates
Pinnacle Associates
New York
$544M -$4.83M 11 7.39% Reduced
549
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$544M +$366M 6 7.84% Increased
550
Glenview Trust
Glenview Trust
Kentucky
$543M +$11.9M 7 10.18% Increased