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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
Advisor Partners
Advisor Partners
California
$146M -$1.16M 11 12.5% Reduced
802
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$145M -$1.56M 9 3.88% Reduced
803
Anglepoint Asset Management
Anglepoint Asset Management
Cayman Islands
$145M -$8.59M 4 8.69% Reduced
804
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$145M -$25.4M 3 9.36% Reduced
805
Todd Asset Management
Todd Asset Management
Kentucky
$145M +$14.8M 7 4.33% Increased
806
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$144M -$4.98M 5 9.05% Reduced
807
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$144M +$27.3M 14 7.69% Increased
808
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$144M +$31.2M 7 20.72% Increased
809
Cigna Investments
Cigna Investments
Connecticut
$144M -$22.1M 11 13.85% Reduced
810
ArchPoint Investors
ArchPoint Investors
Florida
$144M -$22.2M 5 45.82% Reduced
811
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$143M -$16.4M 6 14.18% Reduced
812
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$143M +$20.5M 5 10.74% Increased
813
Light Street Capital Management
Light Street Capital Management
California
$143M -$38.2M 3 4.49% Reduced
814
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$143M -$13.6M 5 12.75% Reduced
815
Lakewood Capital Management
Lakewood Capital Management
New York
$143M -$87M 2 6.88% Reduced
816
DP
DSAM Partners
United Kingdom
$143M +$65.3M 5 24.67% Increased
817
Hengistbury Investment Partners
Hengistbury Investment Partners
United Kingdom
$142M +$31.1M 1 17.04% Increased
818
Hantz Financial Services
Hantz Financial Services
Michigan
$141M -$7.39M 10 7.19% Reduced
819
Barton Investment Management
Barton Investment Management
Pennsylvania
$141M -$2.69M 5 13.52% Reduced
820
Windward Capital Management
Windward Capital Management
California
$140M -$1.32M 5 14.19% Reduced
821
Granite Investment Partners
Granite Investment Partners
California
$140M -$57.5K 6 6.22% Reduced
822
Lido Advisors
Lido Advisors
California
$140M +$6.92M 9 3.6% Increased
823
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$140M -$4.41M 3 20.72% Reduced
824
York Capital Management Global Advisors
York Capital Management Global Advisors
New York
$140M +$24.1M 6 7.82% Increased
825
Howland Capital Management
Howland Capital Management
Massachusetts
$140M -$2.79M 8 9.21% Reduced