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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
Sound Shore Management
Sound Shore Management
Connecticut
$182M -$19.9M 2 5.05% Reduced
877
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$182M -$10.7M 6 10.06% Reduced
878
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$181M -$9.7K 6 17.82% Reduced
879
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$181M +$2.61M 16 10.15% Increased
880
Kadensa Capital
Kadensa Capital
Hong Kong
$180M +$116M 4 55.17% Increased
881
Suncoast Equity Management
Suncoast Equity Management
Florida
$180M +$2.06M 4 22.83% Increased
882
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$180M -$536K 9 22.82% Reduced
883
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$180M +$701K 7 10.21% Increased
884
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$180M -$1.41M 5 12.17% Reduced
885
Prudential plc
Prudential plc
United Kingdom
$180M +$54.7M 17 2.46% Increased
886
Petrus Trust Company
Petrus Trust Company
Texas
$180M +$996K 7 21% Increased
887
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$180M +$5.96M 9 8.69% Increased
888
Howard Capital Management Group
Howard Capital Management Group
California
$179M +$113K 7 14.81% Increased
889
Timucuan Asset Management
Timucuan Asset Management
Florida
$179M +$1.01M 1 6.58% Increased
890
Montag & Caldwell
Montag & Caldwell
Georgia
$179M -$21.7M 4 17.29% Reduced
891
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$179M -$5.05M 7 11.99% Reduced
892
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$178M +$3.11M 18 17.84% Increased
893
Kintegral Advisory
Kintegral Advisory
New York
$177M -$39.4K 7 18.37% Reduced
894
NFJ Investment Group
NFJ Investment Group
Texas
$177M -$29.4M 8 3.24% Reduced
895
Boothbay Fund Management
Boothbay Fund Management
New York
$177M +$107M 17 4.17% Increased
896
Maple Capital Management
Maple Capital Management
Vermont
$177M +$5.82M 5 19.29% Increased
897
Harvard Management Company
Harvard Management Company
Massachusetts
$177M -$156K 1 16.59% Reduced
898
Clough Capital Partners
Clough Capital Partners
Massachusetts
$177M -$48.9M 4 11.81% Reduced
899
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$176M -$1.45M 4 11.76% Reduced
900
GW & Wade
GW & Wade
Massachusetts
$176M +$1.68M 10 7.63% Increased