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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
776
Veritable
Veritable
Delaware
$93.5M +$60.3K 13 2.13% Increased
777
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$93.5M +$8.99M 6 8.89% Increased
778
HMI Capital Management
HMI Capital Management
California
$93.3M +$96.4M 1 10.63% New
779
NSRI
New Silk Road Investment
Singapore
$93.2M +$370K 1 38.75% Increased
780
AIM
AIA Investment Management
Singapore
$92.9M -$47.6M 1 38.37% Reduced
781
Echo Street Capital Management
Echo Street Capital Management
New York
$92.8M -$4.65M 3 2.34% Reduced
782
Hyperion Asset Management
Hyperion Asset Management
Australia
$92.3M +$6.78M 3 36.17% Increased
783
HC
Henshaw Capital
Massachusetts
$92.1M +$45.4K 7 9.06% Increased
784
AH Equity Partners III
AH Equity Partners III
California
$92M +$97M 1 87.1% New
785
TDAM USA
TDAM USA
Ontario, Canada
$91.4M -$10M 8 6.62% Reduced
786
SRAM
Stone Ridge Asset Management
New York
$91.3M +$18.3M 14 5.58% Increased
787
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$91.2M -$8.41M 7 5.93% Reduced
788
Bailard
Bailard
California
$91.2M -$7.37M 10 6.16% Reduced
789
AKO Capital
AKO Capital
United Kingdom
$91.1M +$29.2M 1 4.11% Increased
790
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$91.1M +$7.29M 5 9.89% Increased
791
ACPU
Arrowgrass Capital Partners (US)
Delaware
$90.7M -$114M 6 3.36% Reduced
792
First Allied Advisory Services
First Allied Advisory Services
California
$90.7M -$2.79M 14 3.58% Reduced
793
Tremblant Capital Group
Tremblant Capital Group
Florida
$90.6M +$7.51M 1 6.13% Increased
794
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$90.5M -$2.59M 7 9.1% Reduced
795
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$90.2M +$18.4M 3 6.08% Increased
796
RCM
Riverhead Capital Management
Delaware
$89.9M -$2.65M 15 4.04% Reduced
797
Glenview Trust
Glenview Trust
Kentucky
$89.7M +$3.01M 6 6.63% Increased
798
LCM
Lomas Capital Management
New York
$89.6M +$26.5M 2 11.91% Increased
799
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$89.6M +$2.58M 8 7.6% Increased
800
RIG
Roosevelt Investment Group
New York
$89.3M +$1.56M 6 9.77% Increased