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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
951
Mariner
Mariner
Kansas
$62.3M +$7.28M 8 2.41% Increased
952
Chilton Capital Management
Chilton Capital Management
Texas
$62.3M -$2.57M 5 5.69% Reduced
953
MCM
Marcato Capital Management
California
$62.2M -$5.37M 1 5.7% Reduced
954
Meeder Asset Management
Meeder Asset Management
Ohio
$62M +$11.4M 12 5.27% Increased
955
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$61.9M -$10.6M 5 5.38% Reduced
956
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$60.7M +$1.85M 5 11.45% Increased
957
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$60.6M +$12.2M 12 3.8% Increased
958
Empire Life Investments
Empire Life Investments
Ontario, Canada
$60.6M -$23.1M 4 4.68% Reduced
959
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$60.4M +$9.35M 11 5.83% Increased
960
EAM
EastBay Asset Management
New York
$60M +$1.83M 1 5.73% Increased
961
Kimelman & Baird
Kimelman & Baird
New York
$59.9M -$87.3K 6 8.51% Reduced
962
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$59.9M -$17.1M 8 1.29% Reduced
963
Bridges Investment Management
Bridges Investment Management
Nebraska
$59.8M +$1.72M 6 4.81% Increased
964
OC
Oakmont Corp
California
$59.8M -$495K 2 8.79% Reduced
965
ECAM
East Coast Asset Management
Massachusetts
$59.7M +$3.35M 6 16.26% Increased
966
JCM
Jafra Capital Management
New York
$59.6M +$10.2M 6 16.74% Increased
967
AKO Capital
AKO Capital
United Kingdom
$59.5M +$571K 1 4.62% Increased
968
North Star Asset Management
North Star Asset Management
Wisconsin
$59.3M -$1.93M 8 5.32% Reduced
969
Karpus Investment Management
Karpus Investment Management
New York
$59.2M -$79K 3 2.74% Reduced
970
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$59.2M -$530K 6 8.5% Reduced
971
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$59.2M +$23.3M 17 3.15% Increased
972
Telemus Capital
Telemus Capital
Michigan
$59.2M +$10.4M 9 4.58% Increased
973
CA
Cullinan Associates
Kentucky
$59.2M -$4.02M 6 4.35% Reduced
974
IFM Investors
IFM Investors
Australia
$59.1M +$28.4K 10 9.33% Increased
975
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$58.9M -$9.39M 3 7.05% Reduced