← 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
776
Meeder Asset Management
Meeder Asset Management
Ohio
$48.3M +$16.4M 6 4.9% Increased
777
JGC
J. Goldman & Co
New York
$48.1M +$47.8M 3 2.92% New
778
PFU
Parus Finance (UK)
United Kingdom
$48M -$6.19M 2 11.01% Reduced
779
PCM
Palestra Capital Management
New York
$48M +$13.3M 1 4.69% Increased
780
Huber Capital Management
Huber Capital Management
California
$48M -$15.7M 2 1.4% Reduced
781
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$48M +$150K 6 7.11% Increased
782
Clough Capital Partners
Clough Capital Partners
Massachusetts
$47.7M +$32.5M 3 1.82% Increased
783
ITVII
IDG Technology Venture Investment III
Hong Kong
$47.3M $0 1 47.54% Maintained
784
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$47.1M -$17.8M 9 1.62% Reduced
785
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$47.1M +$12.2M 2 10.53% Increased
786
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$47.1M -$60.7M 3 2.25% Reduced
787
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$47M -$2.88M 6 5.71% Reduced
788
Constellation Investments
Constellation Investments
Ohio
$47M +$197K 7 8.96% Increased
789
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$46.6M -$4.52M 7 3.23% Reduced
790
Estabrook Capital Management
Estabrook Capital Management
New York
$46.6M -$3.6M 4 5.76% Reduced
791
Oak Ridge Investments
Oak Ridge Investments
Illinois
$46.3M +$1.77M 3 0.98% Increased
792
Busey Bank
Busey Bank
Illinois
$46.2M -$122K 5 6.24% Reduced
793
SIP
Stoneridge Investment Partners
Pennsylvania
$46.2M -$1.01M 5 5.7% Reduced
794
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$46.1M +$2.92M 5 5.83% Increased
795
NIT
NumerixS Investment Technologies
British Columbia, Canada
$46M +$21.3M 8 6.16% Increased
796
MCM
McKinley Capital Management
Alaska
$45.9M +$468K 4 1.97% Increased
797
MIM
Martin Investment Management
Florida
$45.6M -$68.7K 2 6.53% Reduced
798
BSPF
British Steel Pension Fund
United Kingdom
$45.5M +$3.48M 6 4.35% Increased
799
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$45.5M +$2.96M 4 4.19% Increased
800
VFAM
Valley Forge Asset Management
Pennsylvania
$45.4M -$9.7M 3 6.08% Reduced