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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
Bristlecone Advisors
Bristlecone Advisors
Washington
$159M +$3.21M 5 19.13% Increased
952
CDH
Charles D. Hyman
$159M +$50.1K 8 10.1% Increased
953
Parker Investment Management
Parker Investment Management
California
$159M +$17M 5 24.85% Increased
954
Burney Company
Burney Company
Virginia
$159M -$1.22M 11 6.87% Reduced
955
Alta Park Capital
Alta Park Capital
California
$159M -$3.4M 3 12.31% Reduced
956
Bronte Capital Management
Bronte Capital Management
Australia
$158M -$4.21M 2 10.45% Reduced
957
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$158M +$26.7M 3 1.27% Increased
958
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$158M -$392K 13 6.25% Reduced
959
CC
Cornerstone Capital
California
$158M +$3.27M 3 16.8% Increased
960
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$158M +$3.49M 6 11.5% Increased
961
TPG GP A
TPG GP A
Texas
$157M +$151M 1 1.57% New
962
HoyleCohen
HoyleCohen
California
$156M +$806K 9 13.01% Increased
963
Polunin Capital Partners
Polunin Capital Partners
United Kingdom
$156M +$68.9M 1 50.57% Increased
964
First Long Island Investors
First Long Island Investors
New York
$156M -$2.21M 5 12.24% Reduced
965
Montag & Associates
Montag & Associates
Georgia
$156M -$1.53M 16 7.68% Reduced
966
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$156M +$7M 5 18.4% Increased
967
WestEnd Advisors
WestEnd Advisors
North Carolina
$155M +$154M 10 4.21% New
968
BloombergSen
BloombergSen
Ontario, Canada
$155M -$418K 2 7.33% Reduced
969
AIA Group
AIA Group
Hong Kong
$155M +$28.2M 15 7.31% Increased
970
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$155M -$12.5M 7 6.25% Reduced
971
Ancora Advisors
Ancora Advisors
Ohio
$154M +$7.87M 18 3.66% Increased
972
RIM
Redpoint Investment Management
Australia
$154M -$2.31M 14 12.25% Reduced
973
Scout Investments
Scout Investments
Missouri
$154M -$40.2M 4 2.24% Reduced
974
AP
Archon Partners
New Jersey
$153M +$7.77M 5 18.72% Increased
975
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$153M +$14.2M 9 6.39% Increased