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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
676
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$46.3M +$1.51M 7 0.99% Increased
677
First Mercantile Trust
First Mercantile Trust
Tennessee
$46.3M +$3.3M 9 3.74% Increased
678
Veritas Investment Management
Veritas Investment Management
United Kingdom
$46.1M +$3.76M 3 26.76% Increased
679
WMS Partners
WMS Partners
Maryland
$46M -$296K 5 8.79% Reduced
680
FCI
Financial Counselors Inc
Kansas
$45.9M -$104K 7 3.79% Reduced
681
Geneva Capital Management
Geneva Capital Management
Wisconsin
$45.8M -$20.8M 2 1.09% Reduced
682
Ascend Capital
Ascend Capital
California
$45.8M +$39M 2 1.7% Increased
683
Cambridge Trust
Cambridge Trust
Massachusetts
$45.5M -$870K 4 4.53% Reduced
684
Driehaus Capital Management
Driehaus Capital Management
Illinois
$45.5M -$5.03M 4 1.76% Reduced
685
Penn Davis McFarland
Penn Davis McFarland
Texas
$45.3M -$20M 2 10.83% Reduced
686
BSPF
British Steel Pension Fund
United Kingdom
$45.2M -$2.84M 5 4.69% Reduced
687
SCM
Suffolk Capital Management
New York
$45.1M -$651K 4 6.06% Reduced
688
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$45.1M -$24.8M 1 3.19% Reduced
689
Alta Capital Management
Alta Capital Management
Utah
$44.6M +$1.23M 3 5.37% Increased
690
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$44.4M +$20.2M 6 4.17% Increased
691
MSU
Maple Securities USA
New Jersey
$44.4M -$43.8M 6 3.53% Reduced
692
Granite Investment Partners
Granite Investment Partners
California
$44.4M -$2.5M 5 7.2% Reduced
693
Munder Capital Management
Munder Capital Management
Michigan
$44.4M -$22.9M 6 0.35% Reduced
694
CI
Cooper Investors
Australia
$44.3M +$6.31M 3 17.27% Increased
695
Twin Capital Management
Twin Capital Management
Pennsylvania
$44.2M -$4.46M 7 4.73% Reduced
696
Windward Capital Management
Windward Capital Management
California
$44.2M -$12.3M 5 17.33% Reduced
697
ECM
Empire Capital Management
Connecticut
$44M -$25.2M 2 5.07% Reduced
698
Wedge Capital Management
Wedge Capital Management
North Carolina
$44M -$31.4M 1 0.51% Reduced
699
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$43.8M -$9.28M 4 2.83% Reduced
700
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$43.7M +$4.44M 3 5.7% Increased