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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
Wasatch Advisors
Wasatch Advisors
Utah
$96.1M +$3.88M 6 1.05% Increased
827
Central Trust Company
Central Trust Company
Missouri
$95.9M +$604K 15 5.72% Increased
828
Avenir Corporation
Avenir Corporation
Virginia
$95.9M -$601K 2 10.17% Reduced
829
SRAM
Stone Ridge Asset Management
New York
$95.9M -$11.3M 13 5.49% Reduced
830
SCM
Stevens Capital Management
Pennsylvania
$95.9M -$35.2M 11 4.09% Reduced
831
Simplex Trading
Simplex Trading
Illinois
$95.7M -$83.4M 12 0.27% Reduced
832
Burney Company
Burney Company
Virginia
$95.5M +$1.56M 12 5.92% Increased
833
Cigna Investments
Cigna Investments
Connecticut
$95.4M -$1.57M 11 10.56% Reduced
834
GAMCO Investors
GAMCO Investors
Connecticut
$94.5M +$1.09M 7 0.72% Increased
835
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$94.5M +$10.2M 12 6.58% Increased
836
Capital International Inc
Capital International Inc
California
$94.1M -$6.62M 7 11.19% Reduced
837
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$94M -$1M 6 6.43% Reduced
838
CGL
Clarius Group LLC
Washington
$94M +$40.4M 6 22.86% Increased
839
Curi RMB Capital
Curi RMB Capital
Illinois
$93.9M -$977K 8 2.37% Reduced
840
TCCM
Two Creeks Capital Management
New York
$93.8M -$5.84M 1 6.33% Reduced
841
Chilton Capital Management
Chilton Capital Management
Texas
$93.5M +$169K 5 8.28% Increased
842
Wedge Capital Management
Wedge Capital Management
North Carolina
$93.3M +$42.1M 7 1.06% Increased
843
Atom Investors
Atom Investors
Texas
$93.2M +$18.4M 7 7.89% Increased
844
Howland Capital Management
Howland Capital Management
Massachusetts
$93M +$233K 8 7.57% Increased
845
JCM
Jag Capital Management
Missouri
$93M +$6.16M 7 15.18% Increased
846
Barton Investment Management
Barton Investment Management
Pennsylvania
$92.9M -$3.09M 5 15.51% Reduced
847
PEAK6 Investments
PEAK6 Investments
Illinois
$92.8M +$8.21M 7 0.54% Increased
848
Summitry LLC
Summitry LLC
California
$92.8M -$1.35M 5 8.05% Reduced
849
Todd Asset Management
Todd Asset Management
Kentucky
$92.6M +$17.9M 6 2.61% Increased
850
Eastern Bank
Eastern Bank
Massachusetts
$92.5M +$339K 6 6.2% Increased