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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
626
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$217M +$84.9M 4 6.48% Increased
627
Covington Capital Management
Covington Capital Management
California
$217M +$2.03M 18 9.38% Increased
628
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$217M +$65.4M 18 6.55% Increased
629
RWC Asset Management
RWC Asset Management
United Kingdom
$217M +$12.6M 3 7.28% Increased
630
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$217M -$2.45M 13 10.17% Reduced
631
Junto Capital Management
Junto Capital Management
New York
$216M +$178M 3 6.01% Increased
632
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$215M +$14.4M 6 8.82% Increased
633
Stephens Inc
Stephens Inc
Arkansas
$214M +$10.3M 11 4.56% Increased
634
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$213M -$8.04M 5 13.63% Reduced
635
GAM Holding
GAM Holding
Switzerland
$212M -$1.99M 11 16.25% Reduced
636
Glenview Trust
Glenview Trust
Kentucky
$212M +$11.1M 7 8.04% Increased
637
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$212M +$4.74M 7 6.55% Increased
638
Northeast Investment Management
Northeast Investment Management
Massachusetts
$211M -$23.6K 7 14.3% Reduced
639
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$211M -$341M 7 16.22% Reduced
640
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$210M -$20.3M 5 6.81% Reduced
641
CK
Cohen Klingenstein
New York
$210M -$187K 9 11.14% Reduced
642
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$210M -$20.5M 12 11.37% Reduced
643
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$210M +$11.6M 4 26% Increased
644
Cannell & Spears
Cannell & Spears
New York
$210M -$4.41M 8 20.68% Reduced
645
Atria Investments
Atria Investments
North Carolina
$209M -$3.14M 8 4.62% Reduced
646
Bailard
Bailard
California
$209M +$870K 10 8.65% Increased
647
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$207M -$2.83M 4 31.75% Reduced
648
Select Equity Group
Select Equity Group
New York
$206M -$4.98M 2 0.72% Reduced
649
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$206M +$605K 5 27.89% Increased
650
Martingale Asset Management
Martingale Asset Management
Massachusetts
$206M +$1.36M 10 4.1% Increased