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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
701
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$251M -$1.13M 7 21.19% Reduced
702
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$250M +$6.59M 6 9.29% Increased
703
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$249M -$116M 2 1.48% Reduced
704
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$248M -$2.06M 5 28.45% Reduced
705
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$247M +$46.7M 3 16.65% Increased
706
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$246M -$2.29M 6 29.44% Reduced
707
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$246M +$3.05M 11 13.49% Increased
708
Spyglass Capital Management
Spyglass Capital Management
California
$246M +$22.2M 1 5.47% Increased
709
TC
TownSquare Capital
Utah
$246M +$25.2M 12 7.94% Increased
710
Luxor Capital Group
Luxor Capital Group
New York
$244M +$38.3M 3 2.68% Increased
711
AMI Asset Management
AMI Asset Management
California
$244M -$13.9M 3 12.23% Reduced
712
Colony Group
Colony Group
Massachusetts
$244M -$19.1M 10 4.84% Reduced
713
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$243M +$4.33M 8 8.4% Increased
714
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$243M -$3.76M 6 13.98% Reduced
715
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$243M +$31.2M 16 3.21% Increased
716
LLL
Lynrock Lake LP
New York
$242M $0 1 16.68% Maintained
717
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$242M -$1.24M 16 7.85% Reduced
718
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$242M -$135K 11 4.19% Reduced
719
WesBanco Bank
WesBanco Bank
West Virginia
$242M -$5.72M 9 9.01% Reduced
720
Cambiar Investors
Cambiar Investors
Colorado
$242M -$2.65M 3 7.77% Reduced
721
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$241M +$97.8K 5 9.97% Increased
722
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$241M +$150M 5 2.91% Increased
723
Castleark Management
Castleark Management
Illinois
$240M +$4.74M 6 8.07% Increased
724
Lido Advisors
Lido Advisors
California
$240M +$10.3M 11 3.34% Increased
725
Maryland Capital Management
Maryland Capital Management
Maryland
$239M +$3.1M 8 14.42% Increased