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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
Curi RMB Capital
Curi RMB Capital
Illinois
$124M -$699K 10 5.38% Reduced
877
WM
Wishbone Management
Illinois
$124M -$17.5M 2 26.22% Reduced
878
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$124M +$15.4M 9 6.3% Increased
879
Alta Park Capital
Alta Park Capital
California
$124M -$30.6M 3 17.96% Reduced
880
CMG
Cavalry Management Group
California
$124M +$5.06M 3 13.4% Increased
881
First National Trust
First National Trust
Pennsylvania
$123M +$2.55M 6 9.6% Increased
882
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$123M -$3.76M 5 13.12% Reduced
883
HSC
Harbor Spring Capital
New York
$123M -$23.6M 2 13.24% Reduced
884
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$123M +$2.61M 5 19.47% Increased
885
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$123M +$768K 22 8.01% Increased
886
Community Trust & Investment
Community Trust & Investment
Kentucky
$122M -$1.54M 3 13.94% Reduced
887
Twin Capital Management
Twin Capital Management
Pennsylvania
$122M -$13.3M 8 11.02% Reduced
888
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$121M +$4.56M 8 9.29% Increased
889
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$121M +$781K 9 11.57% Increased
890
Decatur Capital Management
Decatur Capital Management
Georgia
$121M +$33.9M 4 23.79% Increased
891
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$121M -$25.1M 5 15.25% Reduced
892
Renaissance Group
Renaissance Group
Kentucky
$121M -$7.56M 7 5.58% Reduced
893
Deltec Asset Management
Deltec Asset Management
New York
$120M +$7.3M 8 21.46% Increased
894
Telemus Capital
Telemus Capital
Michigan
$120M -$12.1M 11 8.78% Reduced
895
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$120M -$65.7M 4 6.63% Reduced
896
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$120M +$11.5M 16 3.58% Increased
897
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$119M -$3M 7 12.2% Reduced
898
Bloom Tree Partners
Bloom Tree Partners
New York
$119M -$92.1M 3 12.16% Reduced
899
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$119M -$3.47M 2 24.32% Reduced
900
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$119M -$272K 7 11.24% Reduced