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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
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$122M +$6.39K 4 3.01% Increased
727
Discovery Capital Management
Discovery Capital Management
Connecticut
$122M -$14.7M 4 11.61% Reduced
728
Harvard Management Company
Harvard Management Company
Massachusetts
$122M +$43.8M 1 30.03% Increased
729
Oak Ridge Investments
Oak Ridge Investments
Illinois
$121M -$8.6M 4 8.39% Reduced
730
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$121M -$5.59M 6 20.92% Reduced
731
Elliott Management
Elliott Management
New York
$121M +$127M 1 0.81% New
732
SI
Salesforce Inc
California
$121M $0 1 20.8% Maintained
733
HP
Holowesko Partners
Bahamas
$121M +$58.5M 1 9.97% Increased
734
Eastern Bank
Eastern Bank
Massachusetts
$120M +$23.8M 6 7.66% Increased
735
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$120M +$59.8M 21 2.2% Increased
736
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$119M +$654K 3 7.76% Increased
737
CS McKee
CS McKee
Pennsylvania
$119M -$2.87M 4 10.53% Reduced
738
NWQ Investment Management Company
NWQ Investment Management Company
California
$119M -$8.92M 3 2.67% Reduced
739
FC
Fairpointe Capital
Illinois
$119M -$23.6M 4 4.84% Reduced
740
Renaissance Group
Renaissance Group
Kentucky
$119M -$5.55M 6 4.81% Reduced
741
Sit Investment Associates
Sit Investment Associates
Minnesota
$119M -$3.47M 6 3.66% Reduced
742
HA
H2O AM
United Kingdom
$118M +$11.8M 4 9.9% Increased
743
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$118M +$95.7M 4 5.36% Increased
744
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$118M -$578K 6 6.12% Reduced
745
CG
Cutler Group
California
$117M +$39.6M 19 10.85% Increased
746
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$116M +$36.8M 2 10.01% Increased
747
First Long Island Investors
First Long Island Investors
New York
$116M +$14.8M 6 14.37% Increased
748
SCM
Stevens Capital Management
Pennsylvania
$115M +$18.4M 12 5.16% Increased
749
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$115M +$761K 5 2.04% Increased
750
Veritable
Veritable
Delaware
$115M -$1.13M 13 2.29% Reduced