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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
851
Alpha Cubed Investments
Alpha Cubed Investments
California
$101M +$12.5M 8 12.14% Increased
852
Windward Capital Management
Windward Capital Management
California
$101M -$5.51M 5 13.48% Reduced
853
Advisor Partners
Advisor Partners
California
$100M +$8.28M 11 12.12% Increased
854
Candlestick Capital Management
Candlestick Capital Management
Connecticut
$100M +$52.6M 2 4.23% Increased
855
Summitry LLC
Summitry LLC
California
$99.3M -$3.66M 5 9.1% Reduced
856
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$98.9M -$289K 5 12.82% Reduced
857
Curi RMB Capital
Curi RMB Capital
Illinois
$98.7M -$144K 7 4.69% Reduced
858
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$98.6M +$10.9M 13 13.87% Increased
859
Penserra Capital Management
Penserra Capital Management
California
$98.2M -$7.37M 17 6.68% Reduced
860
Azimuth Capital Management
Azimuth Capital Management
Michigan
$97.7M +$5.26M 7 7.34% Increased
861
Granite Investment Partners
Granite Investment Partners
California
$97.7M -$1.41M 6 6.32% Reduced
862
LS Investment Advisors
LS Investment Advisors
Michigan
$97.4M +$6.13M 16 7.05% Increased
863
Eagle Global Advisors
Eagle Global Advisors
Texas
$97.2M +$4.36M 7 9.85% Increased
864
Montag & Associates
Montag & Associates
Georgia
$97.2M +$6.31M 9 9.69% Increased
865
Wasatch Advisors
Wasatch Advisors
Utah
$97M -$6.85M 5 1.01% Reduced
866
Chilton Capital Management
Chilton Capital Management
Texas
$96.9M -$6.6M 5 9.73% Reduced
867
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$96.8M -$7.76M 3 12.2% Reduced
868
BFM
Blacksheep Fund Management
Ireland
$96.4M +$49.4M 2 47.56% Increased
869
River Global Investors
River Global Investors
United Kingdom
$96.3M -$17.7M 8 8.8% Reduced
870
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$96.2M +$6.66M 7 6.65% Increased
871
Portolan Capital Management
Portolan Capital Management
Massachusetts
$96.1M +$44.5M 7 14.42% Increased
872
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$95.8M +$1.66M 8 12.57% Increased
873
HSC
Harbor Spring Capital
New York
$95.6M $0 2 11.62% Maintained
874
Allstate Corporation
Allstate Corporation
Illinois
$95.4M -$150M 9 3.74% Reduced
875
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$95.3M -$1.35M 2 25.62% Reduced