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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
Wasatch Advisors
Wasatch Advisors
Utah
$77.5M +$12.9M 6 0.89% Increased
952
CC
ClearArc Capital
Ohio
$77.5M +$3.72M 10 10.15% Increased
953
Essex Investment Management
Essex Investment Management
Massachusetts
$77.5M -$3.27M 8 9.11% Reduced
954
BPI
Battery Partners IX
Massachusetts
$77.2M $0 1 24.9% Maintained
955
Myriad Asset Management
Myriad Asset Management
Hong Kong
$77.1M +$39.3M 3 11.12% Increased
956
RWWM Inc
RWWM Inc
California
$76.7M -$1.83M 2 23.29% Reduced
957
Penserra Capital Management
Penserra Capital Management
California
$76.7M -$15.1M 18 4.71% Reduced
958
SI
Salesforce Inc
California
$76.7M $0 1 15.19% Maintained
959
DP
DSAM Partners
United Kingdom
$76.1M -$1.75M 7 11.16% Reduced
960
KAS
Kemnay Advisory Services
New York
$76M -$5.47M 6 23.25% Reduced
961
LCM
Lomas Capital Management
New York
$75.7M -$10M 2 10.72% Reduced
962
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$75.6M $0 1 2.2% Maintained
963
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$75.1M -$36.2M 11 8.94% Reduced
964
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$75M +$420K 3 7.66% Increased
965
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$74.8M -$338K 4 7.36% Reduced
966
Dowling & Yahnke
Dowling & Yahnke
California
$74.6M -$198K 9 6.51% Reduced
967
Evergreen Capital Management
Evergreen Capital Management
Washington
$74.5M +$227K 7 6.59% Increased
968
Empire Life Investments
Empire Life Investments
Ontario, Canada
$74.2M -$17.7M 3 5.66% Reduced
969
Boothbay Fund Management
Boothbay Fund Management
New York
$74.2M +$14.3M 8 7.33% Increased
970
FBC
Fairfield, Bush & Co
Connecticut
$74.2M -$3.58M 8 20.82% Reduced
971
AMI Asset Management
AMI Asset Management
California
$74.1M +$9.42M 2 5.04% Increased
972
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$74M -$5.57K 11 6.1% Reduced
973
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$74M +$6.84K 6 24.6% Increased
974
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$73.4M -$18.7M 13 3.62% Reduced
975
Merriman Wealth Management
Merriman Wealth Management
Washington
$72.8M -$69K 6 15.53% Reduced