← 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
701
Logan Capital Management
Logan Capital Management
Pennsylvania
$145M -$1.09M 6 7.94% Reduced
702
Ossiam
Ossiam
France
$145M -$16.3M 7 11.06% Reduced
703
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$145M +$23.7M 2 0.83% Increased
704
Simplex Trading
Simplex Trading
Illinois
$145M +$44.8M 16 0.32% Increased
705
Seizert Capital Partners
Seizert Capital Partners
Michigan
$145M -$8.79M 4 7.2% Reduced
706
Paloma Partners
Paloma Partners
Connecticut
$144M +$37.6M 19 2.17% Increased
707
Fiduciary Trust International of Pennsylvania
Fiduciary Trust International of Pennsylvania
Pennsylvania
$144M +$843K 5 5.35% Increased
708
Tremblant Capital Group
Tremblant Capital Group
Florida
$143M +$17.8M 1 7.14% Increased
709
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$143M +$5.94M 4 3.64% Increased
710
LCM
Lomas Capital Management
New York
$143M +$11M 2 14.06% Increased
711
GPCM
Greenbrier Partners Capital Management
Texas
$143M -$3.32M 4 21.82% Reduced
712
Citizens Financial Group
Citizens Financial Group
Rhode Island
$142M +$121K 13 9.5% Increased
713
DVI
Deccan Value Investors
Connecticut
$142M +$3.48M 1 11.59% Increased
714
CK
Cohen Klingenstein
New York
$141M -$2.34M 8 8.22% Reduced
715
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$141M -$42.9M 7 14.08% Reduced
716
FA
FDx Advisors
Illinois
$141M +$41.2M 9 7.78% Increased
717
AMI Asset Management
AMI Asset Management
California
$140M -$2.95M 2 6.91% Reduced
718
Covington Capital Management
Covington Capital Management
California
$140M +$1.59M 13 7.36% Increased
719
Owl Creek Asset Management
Owl Creek Asset Management
New York
$140M +$63.7M 2 7.37% Increased
720
NWQ Investment Management Company
NWQ Investment Management Company
California
$139M +$19.1M 4 3.47% Increased
721
Capstone Investment Advisors
Capstone Investment Advisors
New York
$139M +$70.5M 10 0.75% Increased
722
Lannebo Fonder
Lannebo Fonder
Sweden
$139M +$1.77M 6 36.79% Increased
723
AI
ArchPoint Investors
Florida
$139M +$23.1M 5 42.41% Increased
724
Madison Asset Management
Madison Asset Management
Wisconsin
$139M +$133M 5 2.13% New
725
MC
Maplelane Capital
New York
$138M -$129M 5 3.74% Reduced