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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
TP
Thunderbird Partners
United Kingdom
$216M -$20M 2 25.89% Reduced
752
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$216M -$3.58M 11 9.89% Reduced
753
Central Trust Company
Central Trust Company
Missouri
$215M -$3.57M 16 7.67% Reduced
754
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$215M -$17.7M 8 6.6% Reduced
755
Silicon Valley Community Foundation
Silicon Valley Community Foundation
California
$214M -$28M 3 13.92% Reduced
756
Meeder Asset Management
Meeder Asset Management
Ohio
$214M -$2.96M 22 11.24% Reduced
757
Credit Agricole
Credit Agricole
France
$214M -$64.5M 18 4.08% Reduced
758
Sit Investment Associates
Sit Investment Associates
Minnesota
$213M +$220K 7 5.53% Increased
759
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$213M -$18M 4 3.09% Reduced
760
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$212M -$74.9M 15 2.19% Reduced
761
Veritable
Veritable
Delaware
$212M +$3.03M 12 3.41% Increased
762
CA
CastleArk Alternatives
Illinois
$211M +$219M 6 8.07% New
763
Castleark Management
Castleark Management
Illinois
$211M -$31.7M 6 8.07% Reduced
764
WCM Investment Management
WCM Investment Management
California
$211M -$73.5M 3 0.49% Reduced
765
Palladium Partners
Palladium Partners
Virginia
$211M +$1.41M 7 9.59% Increased
766
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$210M -$7.51M 7 13.62% Reduced
767
FI
Focused Investors
California
$209M -$8.52M 1 6.98% Reduced
768
IHL
Investment House LLC
California
$209M -$26.6M 8 15.24% Reduced
769
PFM
Parsec Financial Management
North Carolina
$209M +$9.9M 9 8.89% Increased
770
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$209M +$11.4M 16 7.69% Increased
771
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$209M -$9.38M 10 12.67% Reduced
772
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$209M -$7.72M 5 5.61% Reduced
773
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$208M -$7.17M 7 11.53% Reduced
774
Clough Capital Partners
Clough Capital Partners
Massachusetts
$208M +$49.9M 5 12.6% Increased
775
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$207M -$8.97M 7 10.34% Reduced