← 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
876
Gotham Asset Management
Gotham Asset Management
New York
$150M -$68.2M 9 6.68% Reduced
877
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$149M +$15.9M 8 9.42% Increased
878
NewEdge Advisors
NewEdge Advisors
Louisiana
$149M -$6.2M 12 4.44% Reduced
879
GAMCO Investors
GAMCO Investors
Connecticut
$149M +$20.5M 12 1.31% Increased
880
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$149M +$5.71M 11 8.82% Increased
881
MI
Markston International
New York
$148M -$2.84M 6 16.7% Reduced
882
Empire Life Investments
Empire Life Investments
Ontario, Canada
$148M +$13.3M 4 10.19% Increased
883
First Long Island Investors
First Long Island Investors
New York
$148M -$21.1M 6 13.13% Reduced
884
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$148M +$147M 4 9.35% New
885
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$147M +$23.7M 10 10.84% Increased
886
Advisors Capital Management
Advisors Capital Management
New Jersey
$147M +$12.8M 7 5.14% Increased
887
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$146M +$57.6M 7 13.9% Increased
888
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$146M +$2.48M 6 13.57% Increased
889
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$146M -$6.72M 5 12.12% Reduced
890
DAM
Davis Asset Management
California
$146M $0 2 8.29% Maintained
891
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$144M -$2.95M 7 12.5% Reduced
892
Wedbush Securities
Wedbush Securities
California
$144M +$28.5M 18 7.98% Increased
893
CRCM
Cat Rock Capital Management
Connecticut
$144M $0 1 13.39% Maintained
894
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$143M -$2.22M 6 6.48% Reduced
895
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$143M -$86.6M 4 2.77% Reduced
896
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$143M +$2.13M 9 5.8% Increased
897
Community Trust & Investment
Community Trust & Investment
Kentucky
$143M +$4M 4 13.91% Increased
898
Senator Investment Group
Senator Investment Group
New York
$142M $0 1 2.93% Maintained
899
Windward Capital Management
Windward Capital Management
California
$142M -$698K 6 14.17% Reduced
900
First National Trust
First National Trust
Pennsylvania
$141M -$576K 7 9.26% Reduced