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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
Fernbridge Capital Management
Fernbridge Capital Management
California
$176M -$19M 3 17.53% Reduced
902
Becker Capital Management
Becker Capital Management
Oregon
$176M -$3.74M 6 6.95% Reduced
903
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$175M -$3.77M 7 12.38% Reduced
904
Windward Capital Management
Windward Capital Management
California
$175M +$112K 5 14.46% Increased
905
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$174M -$22.9M 8 12.59% Reduced
906
Albion Financial Group
Albion Financial Group
Utah
$174M +$6.31M 17 13.75% Increased
907
Jasper Ridge Partners
Jasper Ridge Partners
California
$173M +$7.27M 10 6.49% Increased
908
Oak Ridge Investments
Oak Ridge Investments
Illinois
$173M -$2.9M 5 14.61% Reduced
909
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Massachusetts
$173M +$178M 1 23.42% New
910
Community Trust & Investment
Community Trust & Investment
Kentucky
$173M -$768K 4 13.34% Reduced
911
Equitable Trust
Equitable Trust
Tennessee
$172M -$5.92M 8 10.65% Reduced
912
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$172M +$367K 4 7.06% Increased
913
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$172M -$29.3M 1 1.31% Reduced
914
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$172M +$7.72M 18 8.22% Increased
915
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$171M +$1.6M 4 13.63% Increased
916
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$170M -$603K 5 11.77% Reduced
917
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$170M +$6.02M 13 13.44% Increased
918
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$170M +$10.9M 14 6.33% Increased
919
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$170M -$2.84M 5 17.41% Reduced
920
Oribel Capital Management
Oribel Capital Management
New York
$169M +$26.2M 8 6.31% Increased
921
Redpoint Management
Redpoint Management
California
$169M +$174M 1 11.94% New
922
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$169M +$1.95M 21 2.83% Increased
923
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$168M -$771K 6 13.34% Reduced
924
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$168M +$10M 6 11.92% Increased
925
Steadview Capital Management
Steadview Capital Management
United Kingdom
$168M +$26.3M 2 15.73% Increased