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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
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$133M -$20.2M 7 9.11% Reduced
852
Simplicity Solutions
Simplicity Solutions
Minnesota
$133M +$5.24M 14 2.44% Increased
853
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$132M -$6.97M 8 3.03% Reduced
854
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$132M -$630K 7 12.69% Reduced
855
Banco de Sabadell
Banco de Sabadell
Florida
$131M +$11.9M 10 14.79% Increased
856
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$131M -$766K 6 25.78% Reduced
857
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$131M -$2.35M 8 7.13% Reduced
858
Chicago Capital
Chicago Capital
Illinois
$131M -$5.6M 7 6.72% Reduced
859
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$131M +$13.1M 12 6.05% Increased
860
MI
Markston International
New York
$131M -$12.1M 6 16.64% Reduced
861
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$130M +$2.14M 7 14.01% Increased
862
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$129M +$15.5M 10 13.48% Increased
863
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$128M +$4.83M 4 7.92% Increased
864
HHR Asset Management
HHR Asset Management
New Jersey
$128M -$58.4M 3 12.72% Reduced
865
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$128M -$1.21M 6 11.86% Reduced
866
Timucuan Asset Management
Timucuan Asset Management
Florida
$127M -$1.66M 1 7.44% Reduced
867
Parallel Advisors
Parallel Advisors
California
$127M -$27.9M 25 7.87% Reduced
868
Himalaya Capital Management
Himalaya Capital Management
Washington
$126M $0 1 9.63% Maintained
869
Parker Investment Management
Parker Investment Management
California
$126M -$14.8M 5 27.77% Reduced
870
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$126M -$59.9M 1 8.62% Reduced
871
Azimuth Capital Management
Azimuth Capital Management
Michigan
$126M -$5.33M 7 7.4% Reduced
872
CG
Cutler Group
California
$125M +$50.4M 27 7.71% Increased
873
AG
Artal Group
Luxembourg
$125M +$13.8M 1 3.03% Increased
874
Perpetual Ltd
Perpetual Ltd
Australia
$125M -$66.3M 7 8.98% Reduced
875
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$125M +$35.1M 2 2.63% Increased