← 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
801
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$33.5M +$34M 4 7.46% New
802
Woodstock Corp
Woodstock Corp
Massachusetts
$33.3M +$33.6M 4 6.81% New
803
GIM
Gyrus Investment Management
Ontario, Canada
$33.2M +$31.7M 4 7.5% New
804
Oak Ridge Investments
Oak Ridge Investments
Illinois
$33.1M +$34.3M 3 1.04% New
805
Great Lakes Advisors
Great Lakes Advisors
Illinois
$33.1M +$33.4M 6 1.55% New
806
MTIP
Magee Thomson Investment Partners
California
$33M +$31.8M 2 7.51% New
807
SRFM
Shannon River Fund Management
New York
$33M +$31.4M 2 3.94% New
808
JAM
JCIC Asset Management
Ontario, Canada
$33M +$33M 2 6.43% New
809
Covington Capital Management
Covington Capital Management
California
$32.9M +$33M 4 4.05% New
810
Burney Company
Burney Company
Virginia
$32.9M +$34.2M 5 4.1% New
811
WA
Wintergreen Advisers
New Jersey
$32.9M +$31.7M 1 3.58% New
812
HS
HighVista Strategies
Massachusetts
$32.8M +$32.4M 4 7.86% New
813
GHC
GETCO Holding Company
Illinois
$32.7M +$31.9M 4 5.54% New
814
CIBC World Market
CIBC World Market
Ontario, Canada
$32.7M +$32.1M 5 0.15% New
815
Edgar Lomax Company
Edgar Lomax Company
Virginia
$32.6M +$33M 2 2.54% New
816
Quantitative Investment Management
Quantitative Investment Management
Virginia
$32.5M +$30.9M 4 5.73% New
817
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$32.5M +$33.3M 4 6.03% New
818
ARTA
A.R.T. Advisors
New York
$32.5M +$33.2M 5 1.06% New
819
Baring International Investment
Baring International Investment
United Kingdom
$32.4M +$31.1M 4 1.4% New
820
Azimuth Capital Management
Azimuth Capital Management
Michigan
$32.3M +$33.3M 4 5.68% New
821
CK
Cohen Klingenstein
New York
$32.2M +$31.8M 6 7.48% New
822
Advisors Asset Management
Advisors Asset Management
Colorado
$32.1M +$31.1M 10 0.61% New
823
PIM
Partner Investment Management
California
$32.1M +$30.9M 2 7.25% New
824
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$31.9M +$30.8M 1 20.22% New
825
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$31.9M +$32.1M 5 0.55% New