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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
Boston Financial Management
Boston Financial Management
Massachusetts
$100M +$8.53M 6 5.9% Increased
827
CF
Cypress Funds
California
$99.2M +$3.76M 2 14.68% Increased
828
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$99M -$5.42M 2 25.77% Reduced
829
Palladium Partners
Palladium Partners
Virginia
$98.9M +$355K 6 6.74% Increased
830
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$98.7M +$2.13M 7 8.1% Increased
831
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$98.7M -$3.54M 2 7.14% Reduced
832
Avenir Corporation
Avenir Corporation
Virginia
$98.6M -$1.18M 2 10.83% Reduced
833
ICP
Indus Capital Partners
New York
$98.2M -$7.18M 1 12.5% Reduced
834
Meeder Asset Management
Meeder Asset Management
Ohio
$98M +$8.25M 13 7.35% Increased
835
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$97.6M +$1.7M 9 13.66% Increased
836
WAM
WIM Asset Management
Hong Kong
$97.5M $0 3 64.58% Maintained
837
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$97.4M -$10.5M 6 8.25% Reduced
838
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$97.1M -$295K 7 10.15% Reduced
839
Granite Investment Partners
Granite Investment Partners
California
$97.1M -$2.44M 6 5.59% Reduced
840
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$97M +$2.65M 2 14.93% Increased
841
Unigestion Holding
Unigestion Holding
Switzerland
$96.9M -$14.3M 8 2.05% Reduced
842
Curi RMB Capital
Curi RMB Capital
Illinois
$96.7M +$4.19M 9 2.32% Increased
843
Central Trust Company
Central Trust Company
Missouri
$96.7M +$2.02M 13 5.62% Increased
844
Raymond James Trust
Raymond James Trust
Florida
$96.5M +$730K 11 5.43% Increased
845
Eastern Bank
Eastern Bank
Massachusetts
$96.2M -$1.27M 6 6.27% Reduced
846
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$95.4M +$11.3M 5 8.74% Increased
847
Timucuan Asset Management
Timucuan Asset Management
Florida
$95.4M +$243K 1 6.17% Increased
848
ALPS Advisors
ALPS Advisors
Colorado
$95.1M +$3.99M 7 0.62% Increased
849
Jefferies Group
Jefferies Group
New York
$94.7M +$12.9M 20 0.62% Increased
850
EULAV Asset Management
EULAV Asset Management
Florida
$94.5M +$9.13M 3 4.05% Increased