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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
876
PFM
Parsec Financial Management
North Carolina
$48.6M -$3.49M 6 4.83% Reduced
877
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$48.4M +$1.18M 8 9.56% Increased
878
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$48.1M +$5.66M 2 3.77% Increased
879
Ascend Capital
Ascend Capital
California
$48.1M -$58.6M 2 4.58% Reduced
880
Intact Investment Management
Intact Investment Management
Quebec, Canada
$48M +$64.8K 6 1.96% Increased
881
OAM
Origin Asset Management
United Kingdom
$47.9M +$39.3M 3 3.34% Increased
882
GW Henssler & Associates
GW Henssler & Associates
Georgia
$47.5M -$4.63M 5 5.58% Reduced
883
NG
NatWest Group
United Kingdom
$47.5M -$5.97M 4 10.62% Reduced
884
MIM
Martin Investment Management
Florida
$47.5M -$1.84M 3 7.41% Reduced
885
FA
Friess Associates
Delaware
$47.3M +$4.32M 3 4.73% Increased
886
BIC
Beach Investment Counsel
Pennsylvania
$47.2M +$23.3M 6 5.38% Increased
887
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$47.1M -$359K 3 7.35% Reduced
888
IVMX
Institutional Venture Management XIV
California
$47.1M $0 1 59.87% Maintained
889
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$47M +$15.7M 3 7.42% Increased
890
National Penn Investors Trust
National Penn Investors Trust
Pennsylvania
$47M -$6.17M 4 5.47% Reduced
891
LHC
Lodge Hill Capital
New York
$46.9M +$19.3M 2 6.65% Increased
892
3CP
3G Capital Partners
New York
$46.7M +$15.5M 1 3.11% Increased
893
MFWM
Motley Fool Wealth Management
Virginia
$46.5M +$807K 3 5.48% Increased
894
Glade Brook Capital Partners
Glade Brook Capital Partners
Connecticut
$46.5M -$26.5M 1 19.95% Reduced
895
ARTA
A.R.T. Advisors
New York
$46.4M -$4.59M 9 2.08% Reduced
896
ZBI
Ziff Brothers Investments
New York
$46.3M +$919K 1 10.85% Increased
897
Private Wealth Partners
Private Wealth Partners
California
$46.3M +$3.75M 6 11.12% Increased
898
VCM
Violich Capital Management
California
$46.1M -$727K 6 14.83% Reduced
899
Private Advisor Group
Private Advisor Group
New Jersey
$46M +$3.92M 8 2.22% Increased
900
QV Investors
QV Investors
Alberta, Canada
$45.9M -$123K 1 6.11% Reduced