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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
751
Mid Continent Capital
Mid Continent Capital
Illinois
$49.2M +$2.79M 4 2.8% Increased
752
Moore Capital Management
Moore Capital Management
New York
$49.1M -$133M 4 1.55% Reduced
753
Absolute Return Capital
Absolute Return Capital
Massachusetts
$49.1M -$147M 6 1.01% Reduced
754
Artemis Investment Management
Artemis Investment Management
United Kingdom
$48.4M +$5.04M 4 1.88% Increased
755
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$48.3M +$8.2M 3 2.37% Increased
756
Lakewood Capital Management
Lakewood Capital Management
New York
$48M -$42.3M 1 2.69% Reduced
757
CI
Cooper Investors
Australia
$47.9M +$1.55M 2 6.4% Increased
758
MTIM
Marathon Trading Investment Management
Pennsylvania
$47.8M +$19.9M 7 0.69% Increased
759
WhitTier Trust Company
WhitTier Trust Company
Nevada
$47.4M -$1.42M 10 5.3% Reduced
760
DCM
Destrier Capital Management
New York
$47.3M +$11.9M 3 12.75% Increased
761
PFM
Parsec Financial Management
North Carolina
$47M -$1.74M 5 4.91% Reduced
762
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$47M -$439K 2 10.17% Reduced
763
Twin Capital Management
Twin Capital Management
Pennsylvania
$46.9M +$539K 5 4.48% Increased
764
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$46.8M -$3.89M 4 4.26% Reduced
765
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$46.5M -$457K 4 3.34% Reduced
766
Simplex Trading
Simplex Trading
Illinois
$46.4M +$47.2M 10 5.62% New
767
Spot Trading
Spot Trading
Illinois
$46.3M -$49.9M 10 0.29% Reduced
768
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$46.2M +$3.13M 7 2.09% Increased
769
Royce & Associates
Royce & Associates
New York
$46.1M +$1.36M 4 0.16% Increased
770
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$46M +$1.12M 7 5.74% Increased
771
Penn Davis McFarland
Penn Davis McFarland
Texas
$46M -$3.94M 2 10.09% Reduced
772
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$45.9M +$1.12M 5 4.75% Increased
773
Azimuth Capital Management
Azimuth Capital Management
Michigan
$45.9M +$2.66M 6 4.73% Increased
774
SCM
Suffolk Capital Management
New York
$45.8M -$14.2M 4 5.58% Reduced
775
FAM
Foxhaven Asset Management
Virginia
$45.7M +$12.6M 2 8.67% Increased