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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
976
Parthenon LLC
Parthenon LLC
Kentucky
$72.8M -$1.83M 5 15.57% Reduced
977
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$72.7M +$1.7M 13 7.59% Increased
978
Dowling & Yahnke
Dowling & Yahnke
California
$72.5M -$352K 8 6% Reduced
979
Greenleaf Trust
Greenleaf Trust
Michigan
$72.4M +$2.41M 7 1.13% Increased
980
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$72.2M +$2.83M 8 7.71% Increased
981
GPC
Guardian Point Capital
Virginia
$72.2M -$11.8M 2 23.53% Reduced
982
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$72M +$438K 6 9.67% Increased
983
Kintegral Advisory
Kintegral Advisory
New York
$72M $0 6 14.34% Maintained
984
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$71.9M -$3.74M 2 1.28% Reduced
985
SBCM
Schwerin Boyle Capital Management
Massachusetts
$71.9M -$11.8K 3 7.42% Reduced
986
IGM
Incline Global Management
New York
$71.6M -$9.8M 3 15.3% Reduced
987
Carrhae Capital
Carrhae Capital
United Kingdom
$71.5M +$905K 2 24.62% Increased
988
BPI
Battery Partners IX
Massachusetts
$71.3M $0 2 41.24% Maintained
989
Alerus Financial
Alerus Financial
North Dakota
$71.1M +$307K 5 9.2% Increased
990
Ledyard National Bank
Ledyard National Bank
$70.6M +$775K 6 9.33% Increased
991
Cumberland Partners
Cumberland Partners
Ontario, Canada
$70.4M -$7.87M 5 6.77% Reduced
992
Penserra Capital Management
Penserra Capital Management
California
$70.4M +$1.95M 17 5.98% Increased
993
NewEdge Advisors
NewEdge Advisors
Louisiana
$70.3M +$20.5M 8 3.12% Increased
994
SAM
Scopus Asset Management
New York
$70.2M +$49M 2 2.29% Increased
995
Perpetual Ltd
Perpetual Ltd
Australia
$70.2M -$6.53M 6 10.8% Reduced
996
CRCM
Cat Rock Capital Management
Connecticut
$70.1M +$68.1M 1 11.04% New
997
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$70M +$19.7M 13 2.06% Increased
998
BDS
Banco de Sabadell
Florida
$69.9M +$879K 7 9.75% Increased
999
Darrell & King
Darrell & King
Virginia
$69.7M -$1.34M 5 14.46% Reduced
1000
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$69.6M +$36.9M 15 2.44% Increased