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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
FBC
Fairfield, Bush & Co
Connecticut
$57.7M +$2.64M 5 17.98% Increased
877
Denver Investment Advisors
Denver Investment Advisors
Colorado
$57.5M -$6.38M 7 2.57% Reduced
878
SG
Swarthmore Group
Pennsylvania
$57.3M -$6.72M 3 8.81% Reduced
879
Capital One National Association
Capital One National Association
New York
$57.2M +$2.73M 8 4.27% Increased
880
Jones Financial Companies
Jones Financial Companies
Missouri
$57.1M -$1.76M 5 0.18% Reduced
881
QV Investors
QV Investors
Alberta, Canada
$57.1M -$304K 1 5.87% Reduced
882
LCM
Lomas Capital Management
New York
$56.7M -$268K 2 13.73% Reduced
883
T
TOBAM
France
$56.6M -$7.04M 1 2.19% Reduced
884
Chilton Capital Management
Chilton Capital Management
Texas
$56.6M -$1.88M 5 5.61% Reduced
885
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$56.4M -$1.28M 7 6.46% Reduced
886
Paloma Partners
Paloma Partners
Connecticut
$56.2M -$40.5M 11 0.67% Reduced
887
IG
Ithaka Group
Virginia
$56.2M -$4.24M 3 10.86% Reduced
888
Eastern Bank
Eastern Bank
Massachusetts
$56.1M -$2.93M 6 4.23% Reduced
889
Pacer Advisors
Pacer Advisors
Pennsylvania
$56M +$3.53M 13 6.86% Increased
890
CLCM
Crawford Lake Capital Management
New Jersey
$55.6M +$38.5M 2 22.01% Increased
891
VCM
Violich Capital Management
California
$55.5M -$75.2K 5 16.78% Reduced
892
CCM
Conatus Capital Management
Connecticut
$55.4M -$34.7M 1 4.13% Reduced
893
Standard Investments
Standard Investments
New York
$55.3M +$33.8M 1 7.6% Increased
894
LHC
Lodge Hill Capital
New York
$55M +$54.1M 2 3.93% New
895
DS
Dalal Street
Texas
$54.9M -$2.43M 1 14.13% Reduced
896
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$54.9M -$1.77M 5 10.3% Reduced
897
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$54.8M +$1.9M 3 7.76% Increased
898
IIM
Ivory Investment Management
New York
$54.7M -$13.3M 2 1.94% Reduced
899
PFM
Parsec Financial Management
North Carolina
$54.7M -$1.48M 6 4.55% Reduced
900
Colony Group
Colony Group
Massachusetts
$54.6M +$3.04M 7 5.15% Increased