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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
726
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$53.3M +$46.3M 7 1.92% Increased
727
AG
Artal Group
Luxembourg
$53.3M +$37.6M 1 1.96% Increased
728
MCM
McKinley Capital Management
Alaska
$53.1M -$1.05M 3 2.34% Reduced
729
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$53.1M +$678K 6 6.38% Increased
730
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$53M +$543K 7 4.35% Increased
731
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$53M -$64.3K 5 6.84% Reduced
732
JMH
J.M. Hartwell
New York
$53M -$5.46M 3 12.41% Reduced
733
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$52.8M +$5.84M 1 2.29% Increased
734
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$52.4M +$3.04M 4 3.5% Increased
735
Torray Investment Partners
Torray Investment Partners
Maryland
$52.3M +$9.47M 3 4.75% Increased
736
Fiduciary Trust International of Pennsylvania
Fiduciary Trust International of Pennsylvania
Pennsylvania
$52.2M +$2.64M 5 3.59% Increased
737
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$52.1M -$11.6M 6 1.04% Reduced
738
Senator Investment Group
Senator Investment Group
New York
$52.1M +$52.7M 1 0.54% New
739
Brighton Jones LLC
Brighton Jones LLC
Washington
$51.8M +$8.29K 5 11.64% Increased
740
PFC
Poplar Forest Capital
California
$51.8M +$1.78M 4 4.6% Increased
741
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$51.6M -$38.6M 5 2.79% Reduced
742
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$51.5M +$11.2M 10 1.52% Increased
743
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$51.5M +$1.37M 14 1.4% Increased
744
WhitTier Trust Company
WhitTier Trust Company
Nevada
$51.3M -$44.2K 10 5.9% Reduced
745
Daiwa Securities Group
Daiwa Securities Group
Japan
$51.3M +$1.57M 10 0.39% Increased
746
Munder Capital Management
Munder Capital Management
Michigan
$51.2M -$5.15M 4 0.38% Reduced
747
EC
Everest Capital
Florida
$51.2M +$51.7M 1 6.76% New
748
Mid Continent Capital
Mid Continent Capital
Illinois
$51.1M -$2.03M 4 2.97% Reduced
749
Old National Bancorp
Old National Bancorp
Indiana
$50.8M +$12.5M 5 3.31% Increased
750
Luxor Capital Group
Luxor Capital Group
New York
$50.7M -$23.6M 1 0.77% Reduced