← 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
Bridgewater Associates
Bridgewater Associates
Connecticut
$67.2M +$20.1M 4 0.66% Increased
777
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$67M -$38.3M 1 2.99% Reduced
778
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$66.8M +$30.9M 8 12.13% Increased
779
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$66.8M -$19.3M 7 2.91% Reduced
780
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$66.7M +$695K 6 7.26% Increased
781
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$66.7M +$30.6M 7 1.21% Increased
782
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$66.4M -$55K 4 12.76% Reduced
783
Veritable
Veritable
Delaware
$66.4M +$2.83M 9 1.66% Increased
784
IP
Interval Partners
New York
$66M -$14.6M 2 4.19% Reduced
785
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$65.5M -$1.14M 6 7.49% Reduced
786
IC
Immersion Capital
United Kingdom
$65.5M $0 1 27.45% Maintained
787
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$65.5M +$833K 6 3.01% Increased
788
Nippon Life Insurance
Nippon Life Insurance
Japan
$65.1M +$361K 9 1.45% Increased
789
Todd Asset Management
Todd Asset Management
Kentucky
$64.6M +$6.96M 3 1.95% Increased
790
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$64.6M +$3.87M 6 7.87% Increased
791
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$64.6M -$1.49M 7 6.15% Reduced
792
Global Endowment Management
Global Endowment Management
North Carolina
$64.3M +$10.5M 3 10.66% Increased
793
WhitTier Trust Company
WhitTier Trust Company
Nevada
$63.8M -$371K 11 7.25% Reduced
794
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$63.8M +$4.77M 7 4.26% Increased
795
Miller Howard Investments
Miller Howard Investments
New York
$63.7M -$18.8M 1 1.17% Reduced
796
Denver Investment Advisors
Denver Investment Advisors
Colorado
$63.5M +$673K 8 2.79% Increased
797
R.M. Davis Inc
R.M. Davis Inc
Maine
$63.5M -$1.34M 6 3.1% Reduced
798
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$63.4M +$2.72M 6 7.22% Increased
799
CCM
Cornerstone Capital Management
Minnesota
$63.2M -$151M 2 9.97% Reduced
800
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$63.2M +$102K 10 3.26% Increased