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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
Strategy Capital
Strategy Capital
California
$164M +$5.64M 2 15.6% Increased
877
Timucuan Asset Management
Timucuan Asset Management
Florida
$164M -$3.54M 1 6.36% Reduced
878
YCG LLC
YCG LLC
Texas
$164M +$50.6M 4 15.48% Increased
879
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$164M -$4.29M 5 20.28% Reduced
880
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$164M +$19.1M 4 11.88% Increased
881
Howard Capital Management Group
Howard Capital Management Group
California
$164M +$944K 6 15.15% Increased
882
Harvard Management Company
Harvard Management Company
Massachusetts
$163M +$166M 1 9.57% New
883
ET
Equitable Trust
Tennessee
$163M -$5.46M 7 10.41% Reduced
884
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$163M -$631K 15 10.04% Reduced
885
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$162M -$1.42M 7 9.93% Reduced
886
RIG
Roosevelt Investment Group
New York
$162M -$3.52M 6 10.04% Reduced
887
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$162M -$1.43M 7 12.59% Reduced
888
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$162M +$1.42M 7 22.84% Increased
889
Frontier Capital Management
Frontier Capital Management
Massachusetts
$162M -$101M 2 1.27% Reduced
890
Summitry LLC
Summitry LLC
California
$162M -$1.79M 2 10.1% Reduced
891
Cambiar Investors
Cambiar Investors
Colorado
$161M -$83.7M 2 5.53% Reduced
892
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$161M -$1.11B 5 11.99% Reduced
893
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$161M $0 2 28.13% Maintained
894
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$161M -$9.8M 16 5.82% Reduced
895
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$161M -$114M 5 3.8% Reduced
896
Petrus Trust Company
Petrus Trust Company
Texas
$160M +$27.5M 3 17.77% Increased
897
Fullerton Fund Management
Fullerton Fund Management
Singapore
$160M -$78.5M 4 9.74% Reduced
898
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$160M +$47.5M 19 2.6% Increased
899
BBVA USA
BBVA USA
Alabama
$160M -$7.84M 11 9.35% Reduced
900
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$160M -$3.76M 18 17.7% Reduced