← All themes

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
Eastern Bank
Eastern Bank
Massachusetts
$184M -$2.61M 7 10.28% Reduced
752
Harvard Management Company
Harvard Management Company
Massachusetts
$183M -$52.2M 2 9.94% Reduced
753
SCM
Somerset Capital Management
United Kingdom
$183M -$19.9M 1 22.33% Reduced
754
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$182M +$735K 7 12.42% Increased
755
BPIH
Broad Peak Investment Holdings
Singapore
$182M +$12.5M 1 10.85% Increased
756
BSN Capital Partners
BSN Capital Partners
United Kingdom
$182M +$177M 2 45.63% New
757
Clarius Group LLC
Clarius Group LLC
Washington
$181M +$7.36M 8 19.54% Increased
758
James Hambro & Partners
James Hambro & Partners
United Kingdom
$181M +$1.05M 5 20.33% Increased
759
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$181M -$10.6M 9 8.97% Reduced
760
TAM
Telemark Asset Management
Massachusetts
$180M +$34M 4 18.69% Increased
761
Cetera Advisor Networks
Cetera Advisor Networks
California
$180M -$557K 15 4.16% Reduced
762
TCTC Holdings
TCTC Holdings
Texas
$179M -$621K 7 9.59% Reduced
763
Glenview Trust
Glenview Trust
Kentucky
$179M -$3.26M 6 8.32% Reduced
764
KCM Investment Advisors
KCM Investment Advisors
California
$177M +$672K 8 8.52% Increased
765
IEQ Capital
IEQ Capital
California
$176M -$24.2M 7 7.84% Reduced
766
Metropolis Capital
Metropolis Capital
United Kingdom
$175M -$3.8M 2 16.57% Reduced
767
Accel Growth Fund V Associates
Accel Growth Fund V Associates
California
$175M +$162M 1 100% New
768
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$175M -$133M 4 3.14% Reduced
769
Horan Capital Management
Horan Capital Management
Maryland
$175M -$1.58M 4 22.02% Reduced
770
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$175M +$1.57M 14 8.94% Increased
771
Vantage Investment Partners
Vantage Investment Partners
Missouri
$175M -$11.6M 3 10.11% Reduced
772
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$174M -$1.33M 6 11.05% Reduced
773
Ashfield Capital Partners
Ashfield Capital Partners
California
$174M +$2.31M 9 14.15% Increased
774
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$174M -$2.5M 5 11.55% Reduced
775
Gates Foundation Trust
Gates Foundation Trust
Washington
$174M -$331M 3 0.78% Reduced