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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
WCA
Whetstone Capital Advisors
Kansas
$176M +$2.25M 7 32.54% Increased
727
FI
Focused Investors
California
$175M -$34.2M 1 7.17% Reduced
728
CRCM
Cat Rock Capital Management
Connecticut
$175M -$9.9M 2 18.14% Reduced
729
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$174M +$47.9M 10 7.82% Increased
730
ING Group
ING Group
Netherlands
$173M -$11M 9 7.15% Reduced
731
Maryland Capital Management
Maryland Capital Management
Maryland
$173M +$202K 7 14.19% Increased
732
Raymond James Trust
Raymond James Trust
Florida
$173M -$3.42M 12 7.44% Reduced
733
Eastern Bank
Eastern Bank
Massachusetts
$173M +$10.7M 7 10.57% Increased
734
Oak Ridge Investments
Oak Ridge Investments
Illinois
$173M +$21.6M 5 13.43% Increased
735
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$173M +$4.69M 8 6.98% Increased
736
GC
Gobi Capital
California
$172M $0 1 15.27% Maintained
737
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$172M +$2.88M 7 3.25% Increased
738
Atria Investments
Atria Investments
North Carolina
$172M +$18.4M 10 5.22% Increased
739
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$172M -$8.17M 16 7.78% Reduced
740
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$171M -$11.3M 9 9.8% Reduced
741
Echo Street Capital Management
Echo Street Capital Management
New York
$171M -$44.1M 2 2.94% Reduced
742
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$171M +$30.7M 5 11.58% Increased
743
NewEdge Advisors
NewEdge Advisors
Louisiana
$171M +$13M 13 5.94% Increased
744
Meitav Investment House
Meitav Investment House
Israel
$171M +$5.43M 23 8.46% Increased
745
Central Trust Company
Central Trust Company
Missouri
$170M +$1.94M 16 7.71% Increased
746
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$170M +$47.2M 3 8.57% Increased
747
Cetera Advisor Networks
Cetera Advisor Networks
California
$170M +$3.27M 17 4.43% Increased
748
Glenview Trust
Glenview Trust
Kentucky
$170M -$4.15M 7 8.81% Reduced
749
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$170M -$1.13M 7 12.35% Reduced
750
TCTC Holdings
TCTC Holdings
Texas
$169M -$11.1M 9 10.44% Reduced