← All themes

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
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$149M +$22.2M 26 2.06% Increased
852
Palladium Partners
Palladium Partners
Virginia
$149M -$106K 8 8.26% Reduced
853
Granite Investment Partners
Granite Investment Partners
California
$149M -$2.49M 6 5.21% Reduced
854
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$149M -$4.85M 16 7.96% Reduced
855
Hengistbury Investment Partners
Hengistbury Investment Partners
United Kingdom
$148M +$42.4M 1 15.46% Increased
856
AAM
AO Asset Management
New York
$148M +$25.4M 5 9.81% Increased
857
Fernbridge Capital Management
Fernbridge Capital Management
California
$148M +$143M 2 24.55% New
858
Junto Capital Management
Junto Capital Management
New York
$148M -$30.7M 2 4.8% Reduced
859
ArchPoint Investors
ArchPoint Investors
Florida
$148M -$13.3M 5 40.81% Reduced
860
Eagle Global Advisors
Eagle Global Advisors
Texas
$147M -$2.14M 7 11.59% Reduced
861
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$146M $0 3 20.4% Maintained
862
Chilton Capital Management
Chilton Capital Management
Texas
$146M -$108K 5 10.44% Reduced
863
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$146M -$2.34M 9 3.08% Reduced
864
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$145M +$13.4M 8 7.63% Increased
865
Sandy Spring Bank
Sandy Spring Bank
Maryland
$145M +$323K 15 8.84% Increased
866
Bloom Tree Partners
Bloom Tree Partners
New York
$145M +$34.3M 3 10.1% Increased
867
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$145M -$3.43M 7 6.1% Reduced
868
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$145M +$1.47M 8 11.83% Increased
869
Barton Investment Management
Barton Investment Management
Pennsylvania
$145M -$1.37M 5 12.44% Reduced
870
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$145M -$4.24M 5 12.41% Reduced
871
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$144M +$12.1M 8 11.76% Increased
872
Quest Investment Management
Quest Investment Management
Oregon
$144M -$3.73M 4 13% Reduced
873
Ninety One North America
Ninety One North America
New York
$144M +$39.7M 6 8.85% Increased
874
Suncoast Equity Management
Suncoast Equity Management
Florida
$144M +$14.4M 5 22.39% Increased
875
Cortland Associates
Cortland Associates
Missouri
$143M -$1.94M 6 17.2% Reduced