← All themes

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
626
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$57.9M +$56M 5 9.46% New
627
Park National Corp
Park National Corp
Ohio
$57.9M +$58.8M 4 4.68% New
628
Zacks Investment Management
Zacks Investment Management
Illinois
$57.8M +$57.4M 7 2.65% New
629
Coldstream Capital Management
Coldstream Capital Management
Washington
$57.7M +$55M 4 19.52% New
630
CR Intrinsic Investors
CR Intrinsic Investors
Connecticut
$57.7M +$55.5M 2 1.99% New
631
UMB Bank
UMB Bank
Missouri
$57.6M +$59.3M 5 3.38% New
632
SCM
Stux Capital Management
New York
$57.3M +$57.1M 9 7.22% New
633
FIG
Fortress Investment Group
New York
$57M +$55M 3 1.42% New
634
RCA
Rex Capital Advisors
Rhode Island
$56.9M +$52.3M 3 45.79% New
635
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$56.9M +$57.8M 6 4.83% New
636
ALA
Atherton Lane Advisers
California
$56.7M +$57.4M 7 4.15% New
637
HBK Investments
HBK Investments
Texas
$56.4M +$55.4M 5 0.87% New
638
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$56.2M +$57.7M 5 6.51% New
639
Chubb Corp
Chubb Corp
New Jersey
$56M +$54.8M 3 3.07% New
640
R.M. Davis Inc
R.M. Davis Inc
Maine
$56M +$55.9M 4 3.99% New
641
Becker Capital Management
Becker Capital Management
Oregon
$55.8M +$53.2M 4 2.82% New
642
Spot Trading
Spot Trading
Illinois
$55.4M +$53.9M 9 0.34% New
643
Impax Asset Management
Impax Asset Management
New Hampshire
$55M +$57.9M 7 3.72% New
644
IHL
Investment House LLC
California
$54.3M +$54.1M 5 11.77% New
645
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$53.8M +$54.4M 5 6.51% New
646
Windward Capital Management
Windward Capital Management
California
$53.4M +$53.6M 5 20.25% New
647
Northeast Investment Management
Northeast Investment Management
Massachusetts
$53.1M +$53.7M 7 6.81% New
648
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$53.1M +$53.2M 4 3.17% New
649
Nippon Life Insurance
Nippon Life Insurance
Japan
$53.1M +$52.8M 5 1.73% New
650
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$52.6M +$50.5M 2 3.9% New