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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
Deltec Asset Management
Deltec Asset Management
New York
$102M -$4.42M 6 21.45% Reduced
952
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$102M -$113K 5 9.14% Reduced
953
Hood River Capital Management
Hood River Capital Management
Florida
$102M -$32.2M 3 4.56% Reduced
954
Wedbush Securities
Wedbush Securities
California
$102M +$269K 15 9.61% Increased
955
Cetera Advisors
Cetera Advisors
Colorado
$102M +$3.54M 12 4.33% Increased
956
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$101M +$39M 14 3.14% Increased
957
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$101M +$3.3M 5 14.96% Increased
958
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$101M -$75.3M 5 17.06% Reduced
959
Alerus Financial
Alerus Financial
North Dakota
$101M -$813K 5 11.86% Reduced
960
NA
Newport Asia
California
$101M -$103M 1 33.12% Reduced
961
TC
Tarsadia Capital
New York
$101M -$286M 3 17.79% Reduced
962
World Asset Management
World Asset Management
Michigan
$101M -$54.6M 12 11.19% Reduced
963
Advisory Services Network
Advisory Services Network
Georgia
$100M +$944K 12 5.47% Increased
964
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$100M +$4.79M 4 6.57% Increased
965
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$99.4M -$371M 2 3.56% Reduced
966
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$99.3M -$20.1M 5 6.61% Reduced
967
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$98.6M -$25.4K 5 12.73% Reduced
968
TM
Tikvah Management
North Carolina
$98.5M $0 3 30.11% Maintained
969
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$97.7M +$3.54M 10 5.57% Increased
970
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$97.4M +$81.7M 28 4% Increased
971
FAB
First American Bank
Illinois
$97.4M -$757K 6 6.13% Reduced
972
Bank of the West
Bank of the West
California
$97.3M +$4.22M 8 13.13% Increased
973
Cumberland Partners
Cumberland Partners
Ontario, Canada
$97.2M +$1.67M 5 10.09% Increased
974
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$96.6M -$1.32M 7 13.95% Reduced
975
RGI
River Global Investors
United Kingdom
$96.5M -$21.4M 8 7.05% Reduced