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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$80.2M +$3.95M 17 3.26% Increased
927
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$80.1M -$523K 5 14.96% Reduced
928
Tremblant Capital Group
Tremblant Capital Group
Florida
$79.7M -$25.9M 1 4.61% Reduced
929
LIC
Lodestar Investment Counsel
Illinois
$79.7M -$674K 7 8.52% Reduced
930
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$79.7M +$6.76M 12 4.73% Increased
931
Evergreen Capital Management
Evergreen Capital Management
Washington
$79.2M +$1.01M 8 7.95% Increased
932
Deltec Asset Management
Deltec Asset Management
New York
$79.1M -$9.5M 6 17.31% Reduced
933
RCM
Riverpark Capital Management
New York
$79.1M -$6.71M 5 18.06% Reduced
934
CC
Carlson Capital
Texas
$79M +$50.4M 3 1.4% Increased
935
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$79M -$441K 4 8.19% Reduced
936
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$78.8M +$4.04M 5 9.11% Increased
937
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$78.7M +$7.31M 3 4.67% Increased
938
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$78.5M +$5.45M 8 11.04% Increased
939
Cresset Asset Management
Cresset Asset Management
Illinois
$78.4M +$54.9M 18 3.04% Increased
940
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$78.3M +$161K 6 2.59% Increased
941
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$78.1M -$3.36M 6 7.61% Reduced
942
Chicago Capital
Chicago Capital
Illinois
$78.1M +$1.28M 6 5.31% Increased
943
WP
Wedgewood Partners
Missouri
$78.1M -$19.3M 2 5.7% Reduced
944
MAI Capital Management
MAI Capital Management
Ohio
$78M +$2.65M 8 4% Increased
945
Sandy Spring Bank
Sandy Spring Bank
Maryland
$78M +$666K 11 6.62% Increased
946
BloombergSen
BloombergSen
Ontario, Canada
$77.9M +$2.36M 1 5.15% Increased
947
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$77.5M -$701K 7 12.14% Reduced
948
PFM
Parsec Financial Management
North Carolina
$77.3M -$2.26M 7 4.91% Reduced
949
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$77.3M +$956K 7 8.19% Increased
950
Darrell & King
Darrell & King
Virginia
$77M -$4.39M 5 12.94% Reduced