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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
801
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$105M +$6.72M 5 11.29% Increased
802
MI
Markston International
New York
$105M -$3.04M 7 11.24% Reduced
803
Cortland Associates
Cortland Associates
Missouri
$105M -$724K 6 16.24% Reduced
804
Capital International Sarl
Capital International Sarl
California
$104M +$13.9M 6 9.96% Increased
805
WMS Partners
WMS Partners
Maryland
$104M -$117K 8 11.71% Reduced
806
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$104M +$284K 12 8.53% Increased
807
PFC
Poplar Forest Capital
California
$104M +$3.98M 5 7.9% Increased
808
Hyperion Asset Management
Hyperion Asset Management
Australia
$104M +$3.24M 3 34.43% Increased
809
Ashfield Capital Partners
Ashfield Capital Partners
California
$104M +$6.23M 9 11.64% Increased
810
Barton Investment Management
Barton Investment Management
Pennsylvania
$104M -$725K 5 16.05% Reduced
811
Think Investments
Think Investments
California
$104M $0 2 37.63% Maintained
812
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$103M -$2.03M 6 11.01% Reduced
813
Alta Capital Management
Alta Capital Management
Utah
$103M +$2.56M 6 5.73% Increased
814
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$103M +$42.6M 4 2% Increased
815
Avity Investment Management
Avity Investment Management
Connecticut
$103M -$1.87M 7 12.23% Reduced
816
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$103M +$911K 5 10.23% Increased
817
BloombergSen
BloombergSen
Ontario, Canada
$103M +$370K 1 5.64% Increased
818
CMG
Cavalry Management Group
California
$102M +$25.5M 3 28.97% Increased
819
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$102M -$1.58M 9 7.34% Reduced
820
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$102M -$3.27M 6 5.71% Reduced
821
Maryland Capital Management
Maryland Capital Management
Maryland
$101M -$2.87M 6 13.27% Reduced
822
GAMCO Investors
GAMCO Investors
Connecticut
$101M -$2.65M 6 0.69% Reduced
823
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$100M +$29.3M 6 4.41% Increased
824
James Hambro & Partners
James Hambro & Partners
United Kingdom
$100M -$32.4K 4 33.67% Reduced
825
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$100M -$896K 5 9.15% Reduced