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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
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$72.1M -$37.7M 6 6.43% Reduced
952
Essex Investment Management
Essex Investment Management
Massachusetts
$71.9M -$2.19M 9 9% Reduced
953
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$71.9M +$39.4M 3 0.84% Increased
954
TM
Tikvah Management
North Carolina
$71.8M $0 3 22.55% Maintained
955
Quest Investment Management
Quest Investment Management
Oregon
$71.7M +$5.92M 5 10.71% Increased
956
Cetera Advisor Networks
Cetera Advisor Networks
California
$71.7M -$211K 10 3.58% Reduced
957
CMG
Cavalry Management Group
California
$71.4M -$23.2M 2 30.27% Reduced
958
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$71.3M -$1.14M 11 3.18% Reduced
959
OAMG
Odey Asset Management Group
United Kingdom
$71.1M +$60.8M 4 6.69% Increased
960
LIC
Lodestar Investment Counsel
Illinois
$70.7M -$2.25M 7 8.15% Reduced
961
JCM
JS Capital Management
New York
$70.3M -$1.93M 4 23% Reduced
962
Soros Fund Management
Soros Fund Management
New York
$70.1M -$48.2M 3 1.12% Reduced
963
RIM
Rampart Investment Management
Connecticut
$70M +$2.14M 10 6.85% Increased
964
Sandy Spring Bank
Sandy Spring Bank
Maryland
$70M -$524K 11 6.07% Reduced
965
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$69.9M -$292K 3 6.92% Reduced
966
TM
Tiger Management
New York
$69.9M -$8.9M 7 14.09% Reduced
967
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$69.8M +$2.04M 1 2.15% Increased
968
FBC
Fairfield, Bush & Co
Connecticut
$69.8M -$5.05M 9 20.51% Reduced
969
IFP Advisors
IFP Advisors
Florida
$69.7M +$1.74M 20 2.93% Increased
970
RWWM Inc
RWWM Inc
California
$69.6M -$63.7K 2 22.6% Reduced
971
UBS O'Connor
UBS O'Connor
Illinois
$69.3M -$42.2M 8 1.39% Reduced
972
QCI Asset Management
QCI Asset Management
New York
$69.2M -$477K 7 6.95% Reduced
973
PFM
Parsec Financial Management
North Carolina
$69.2M -$4.34M 6 4.68% Reduced
974
Capital International
Capital International
California
$68.9M -$2.47M 8 12.06% Reduced
975
Portolan Capital Management
Portolan Capital Management
Massachusetts
$68.9M +$12.8M 4 7.03% Increased