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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
JCM
Jag Capital Management
Missouri
$174M -$22.5M 7 13.66% Reduced
877
Curi RMB Capital
Curi RMB Capital
Illinois
$174M +$9.35M 9 5.81% Increased
878
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$173M +$41.6M 2 5.27% Increased
879
Todd Asset Management
Todd Asset Management
Kentucky
$173M -$14.7M 8 3.91% Reduced
880
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$172M +$27.9M 7 10.85% Increased
881
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$172M -$876K 9 4.14% Reduced
882
GIM
Growth Interface Management
Florida
$172M +$52.7M 2 17.4% Increased
883
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$172M +$10.6M 9 6.13% Increased
884
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$172M +$2.56M 6 14.5% Increased
885
SCM
Steadview Capital Management
United Kingdom
$171M +$44.3M 2 14.86% Increased
886
Sound Shore Management
Sound Shore Management
Connecticut
$171M -$50.1M 2 4.75% Reduced
887
Advisory Services Network
Advisory Services Network
Georgia
$171M +$12.1M 28 5.39% Increased
888
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$170M +$4.07M 7 6.89% Increased
889
Pinnacle Wealth Advisors
Pinnacle Wealth Advisors
Tennessee
$170M +$163M 7 6.89% New
890
MCM
McKinley Capital Management
Alaska
$170M -$12.3M 6 11.91% Reduced
891
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$170M +$1.62M 6 10.02% Increased
892
SBCM
Schwerin Boyle Capital Management
Massachusetts
$169M +$54.7M 4 13.98% Increased
893
IACCGIA
IDG-Accel China Capital GP II Associates
Hong Kong
$168M $0 1 94.06% Maintained
894
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$168M $0 6 8.77% Maintained
895
RCM
Ratan Capital Management
Florida
$168M +$23.2M 5 14.54% Increased
896
BBVA USA
BBVA USA
Alabama
$166M +$159M 10 9.25% New
897
Clough Capital Partners
Clough Capital Partners
Massachusetts
$166M +$109M 5 9.02% Increased
898
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$166M -$5.73M 16 5.59% Reduced
899
PFM
Parsec Financial Management
North Carolina
$165M +$2.8M 9 7.79% Increased
900
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$165M +$3.87M 11 8.26% Increased