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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
901
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$164M -$22M 26 1.85% Reduced
902
Parallel Advisors
Parallel Advisors
California
$164M +$5.66M 28 6.95% Increased
903
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$164M -$1.48M 6 12.36% Reduced
904
Meag Munich Ergo
Meag Munich Ergo
Germany
$164M -$42.6M 7 15.75% Reduced
905
First National Trust
First National Trust
Pennsylvania
$164M +$2.86M 9 9.96% Increased
906
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$163M -$6.93M 11 8.83% Reduced
907
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$163M +$1.3M 5 19.96% Increased
908
Azimuth Capital Management
Azimuth Capital Management
Michigan
$163M +$3.01M 8 7.05% Increased
909
Atika Capital Management
Atika Capital Management
New York
$163M +$42.3M 6 12.84% Increased
910
Windward Capital Management
Windward Capital Management
California
$163M -$305K 6 15.14% Reduced
911
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$163M +$536K 4 11.73% Increased
912
TimesSquare Capital Management
TimesSquare Capital Management
New York
$162M -$64.6M 4 1.33% Reduced
913
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$161M +$23.5M 15 9.85% Increased
914
RIG
Roosevelt Investment Group
New York
$161M +$1.57M 6 9.73% Increased
915
UAM
UAS Asset Management
New York
$161M +$14.7M 3 39.43% Increased
916
ET
Equitable Trust
Tennessee
$161M -$382K 8 10.3% Reduced
917
Strategy Capital
Strategy Capital
California
$160M +$53.1M 2 16.41% Increased
918
Community Trust & Investment
Community Trust & Investment
Kentucky
$160M -$4.67M 4 14.63% Reduced
919
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$159M +$424K 16 17.39% Increased
920
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$159M +$1.79M 7 23.57% Increased
921
Howard Capital Management Group
Howard Capital Management Group
California
$159M +$2.29M 7 14.94% Increased
922
Argent Trust Co
Argent Trust Co
Tennessee
$158M +$6.66M 8 10.4% Increased
923
Oak Ridge Investments
Oak Ridge Investments
Illinois
$158M -$2.81M 5 13.81% Reduced
924
VCM
Violich Capital Management
California
$158M -$1.03M 6 26.47% Reduced
925
BTP
Bloom Tree Partners
New York
$158M -$46.1M 5 16.58% Reduced