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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
CCM
Crestwood Capital Management
New York
$53.8M +$12.2M 2 15.86% Increased
877
Boston Financial Management
Boston Financial Management
Massachusetts
$53.8M -$417K 6 4.38% Reduced
878
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.7M +$9.8M 6 4.63% Increased
879
NG
NatWest Group
United Kingdom
$53.6M +$17.3M 5 12.64% Increased
880
EAM
EastBay Asset Management
New York
$53.6M +$16.5M 2 8.2% Increased
881
Merriman Wealth Management
Merriman Wealth Management
Washington
$53.4M -$1.17M 4 11% Reduced
882
LS Investment Advisors
LS Investment Advisors
Michigan
$53M -$3.36M 11 3.9% Reduced
883
Essex Investment Management
Essex Investment Management
Massachusetts
$52.8M +$8.47M 5 8.5% Increased
884
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$52.8M +$431K 7 6.21% Increased
885
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$52.7M -$369K 5 25.51% Reduced
886
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$52.4M -$2.42M 8 9.52% Reduced
887
Private Wealth Partners
Private Wealth Partners
California
$52.3M -$953K 6 12.57% Reduced
888
RP
RBS Partners
Florida
$52.3M -$38.1M 1 5.93% Reduced
889
Curi RMB Capital
Curi RMB Capital
Illinois
$52.2M +$11.4M 5 2.84% Increased
890
Jones Financial Companies
Jones Financial Companies
Missouri
$51.9M -$1.36M 5 0.21% Reduced
891
SIM
Stelliam Investment Management
New York
$51.8M -$39.4M 1 1.74% Reduced
892
SWITC
Stewart West Indies Trading Company
Colorado
$51.8M $0 2 4.95% Maintained
893
KAS
Kemnay Advisory Services
New York
$51.8M -$320K 5 35.74% Reduced
894
NS Partners
NS Partners
United Kingdom
$51.7M -$2.96M 6 8.43% Reduced
895
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$51.6M +$1.27M 6 7.89% Increased
896
Coldstream Capital Management
Coldstream Capital Management
Washington
$51.4M -$1.43M 7 9.1% Reduced
897
Intact Investment Management
Intact Investment Management
Quebec, Canada
$51.2M -$666K 7 1.94% Reduced
898
PFM
Parsec Financial Management
North Carolina
$50.8M -$39.7K 6 4.59% Reduced
899
Capital One National Association
Capital One National Association
New York
$50.4M -$122K 6 4.02% Reduced
900
Caxton Associates (New York)
Caxton Associates (New York)
New York
$50.2M -$8.43M 5 1.7% Reduced