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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
Osterweis Capital Management
Osterweis Capital Management
California
$262M -$3.21M 6 12.21% Reduced
827
VCM
Violich Capital Management
California
$262M +$3.6M 5 34.04% Increased
828
Twin Tree Management
Twin Tree Management
Texas
$261M +$84.2M 13 0.47% Increased
829
Castle Hook Partners
Castle Hook Partners
New York
$260M +$242M 1 3.21% New
830
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$260M +$3.82M 6 17.93% Increased
831
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$259M -$331K 4 15.3% Reduced
832
GA
GuoLine Advisory
Singapore
$258M $0 3 26.63% Maintained
833
Aureus Asset Management
Aureus Asset Management
Massachusetts
$257M +$869K 5 16.63% Increased
834
Fernbridge Capital Management
Fernbridge Capital Management
California
$257M +$33.8M 3 13.48% Increased
835
OHIF
Oriental Harbor Investment Fund
Hong Kong
$257M $0 3 25.85% Maintained
836
Meitav Investment House
Meitav Investment House
Israel
$256M -$70.5M 8 4.32% Reduced
837
Senator Investment Group
Senator Investment Group
New York
$256M +$4.73M 4 7.5% Increased
838
GC
Gobi Capital
California
$255M -$2.34M 1 14.97% Reduced
839
Trajan Wealth
Trajan Wealth
Arizona
$255M +$17.6M 7 14.12% Increased
840
Martingale Asset Management
Martingale Asset Management
Massachusetts
$254M -$28M 11 6.19% Reduced
841
Park Avenue Securities
Park Avenue Securities
New York
$254M +$36.9M 15 2.61% Increased
842
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$254M -$5.65M 6 15.6% Reduced
843
Diversified Trust
Diversified Trust
Tennessee
$253M +$9.7M 15 6.17% Increased
844
SCA
Snowden Capital Advisors
New York
$253M -$8.71M 16 7.87% Reduced
845
LMCG Investments
LMCG Investments
Massachusetts
$253M -$8.88M 7 15.52% Reduced
846
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$252M +$343K 12 5.58% Increased
847
Discerene Group
Discerene Group
Connecticut
$252M $0 1 32.88% Maintained
848
Community Trust & Investment
Community Trust & Investment
Kentucky
$252M +$10M 5 15.56% Increased
849
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$251M +$245M 6 7.16% New
850
Trexquant Investment
Trexquant Investment
Connecticut
$250M -$5.87M 16 2.92% Reduced