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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
826
QS Investors
QS Investors
New York
$36.5M +$12.6M 6 1.1% Increased
827
BC
Balestra Capital
New York
$36.5M -$11.3M 1 10.61% Reduced
828
Sabal Trust
Sabal Trust
Florida
$36.5M -$878K 2 5.16% Reduced
829
Calvert Investment Management
Calvert Investment Management
Maryland
$36.3M -$458K 5 2.57% Reduced
830
WBG
Wharton Business Group
Pennsylvania
$36.2M +$2.24M 4 2.92% Increased
831
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$36.2M -$3.59M 6 1.65% Reduced
832
Select Equity Group
Select Equity Group
New York
$36.1M -$3.93M 2 0.39% Reduced
833
AL
AJO LP
Pennsylvania
$36.1M -$2.57M 5 0.16% Reduced
834
Jones Financial Companies
Jones Financial Companies
Missouri
$36M +$2.65M 5 0.3% Increased
835
Perpetual Ltd
Perpetual Ltd
Australia
$35.9M -$24.1M 6 5.27% Reduced
836
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$35.9M +$17.4M 5 2.42% Increased
837
CK
Cohen Klingenstein
New York
$35.8M -$2.1M 6 7.11% Reduced
838
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$35.7M -$267K 6 2.22% Reduced
839
Paloma Partners
Paloma Partners
Connecticut
$35.7M +$4.22M 6 2.3% Increased
840
Tremblant Capital Group
Tremblant Capital Group
Florida
$35.7M -$16.1M 1 1.32% Reduced
841
D.J. St. Germain
D.J. St. Germain
Massachusetts
$35.7M -$2.67M 4 5.46% Reduced
842
Cetera Advisor Networks
Cetera Advisor Networks
California
$35.6M +$768K 5 2.56% Increased
843
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$35.4M -$3.57M 2 7.91% Reduced
844
Constellation Wealth Advisors
Constellation Wealth Advisors
New York
$35.2M -$310K 5 3.43% Reduced
845
AWCI
Alpine Woods Capital Investors
New York
$35M -$855K 3 1.93% Reduced
846
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$35M +$155K 2 6.85% Increased
847
Driehaus Capital Management
Driehaus Capital Management
Illinois
$35M +$16.6K 4 1.1% Increased
848
Burney Company
Burney Company
Virginia
$34.8M -$2.47M 5 3.17% Reduced
849
Parsons Capital Management
Parsons Capital Management
Rhode Island
$34.8M +$629K 7 4.95% Increased
850
GHA
Garcia Hamilton & Associates
Texas
$34.7M -$743K 4 8.18% Reduced