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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
926
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$48.4M -$4.22M 4 0.77% Reduced
927
Harvard Management Company
Harvard Management Company
Massachusetts
$48.2M -$1.74M 1 7.34% Reduced
928
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$48.1M +$472K 9 7.4% Increased
929
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$47.9M -$6.2M 9 3.84% Reduced
930
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$47.9M -$20.9M 6 5.25% Reduced
931
Pacer Advisors
Pacer Advisors
Pennsylvania
$47.8M -$665K 13 6.82% Reduced
932
VIA
Virtus Investment Advisers
Connecticut
$47.6M -$6.94M 10 3.68% Reduced
933
Think Investments
Think Investments
California
$47.5M -$3.92M 1 20.96% Reduced
934
Colony Group
Colony Group
Massachusetts
$47.4M +$2.94M 7 5.09% Increased
935
RNC Capital Management
RNC Capital Management
California
$47.2M +$2.31M 6 3.9% Increased
936
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$47.1M -$522K 6 6.89% Reduced
937
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$47M +$971K 5 9.68% Increased
938
D.J. St. Germain
D.J. St. Germain
Massachusetts
$46.9M -$654K 5 6.35% Reduced
939
HT
HAP Trading
New York
$46.4M +$45.4M 6 2.33% Increased
940
North Star Asset Management
North Star Asset Management
Wisconsin
$46.3M -$130K 8 5.1% Reduced
941
TGCM
Tukman Grossman Capital Management
California
$46.1M -$18.6M 1 4.71% Reduced
942
USG2
Union Square GP 2008
New York
$45.9M +$59.6M 1 100% New
943
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$45.8M +$2.71K 7 5.05% Increased
944
Trust Company of Vermont
Trust Company of Vermont
Vermont
$45.7M +$3.44M 9 5.26% Increased
945
Sompo Asset Management
Sompo Asset Management
Japan
$45.4M +$45.7M 4 5.91% New
946
Mariner
Mariner
Kansas
$45.3M +$8.25M 8 2.09% Increased
947
Lannebo Fonder
Lannebo Fonder
Sweden
$45.2M +$2.56M 5 34.85% Increased
948
Burney Company
Burney Company
Virginia
$45.2M +$630K 8 3.07% Increased
949
Ally Financial
Ally Financial
Michigan
$45.2M +$24.3M 6 7.59% Increased
950
QCI Asset Management
QCI Asset Management
New York
$45.2M -$426K 6 6.04% Reduced