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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
1051
Schonfeld Group Holdings
Schonfeld Group Holdings
New York
$22.9M +$17.2M 6 8.65% Increased
1052
QS Investors
QS Investors
New York
$22.9M -$609K 5 0.87% Reduced
1053
Ulysses Management
Ulysses Management
New York
$22.9M $0 2 3.91% Maintained
1054
ACG Wealth
ACG Wealth
Georgia
$22.8M +$13.8M 5 5.84% Increased
1055
Allstate Corporation
Allstate Corporation
Illinois
$22.8M -$5.39M 3 0.85% Reduced
1056
Foxhaven Asset Management
Foxhaven Asset Management
Virginia
$22.8M +$20.5M 1 10.69% New
1057
LCP
Lamond Capital Partners
California
$22.8M +$5.61M 1 11.96% Increased
1058
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$22.7M +$2.13M 4 4.31% Increased
1059
Daiwa SB Investments
Daiwa SB Investments
Japan
$22.7M +$2.33M 4 2.54% Increased
1060
Stonebridge Capital Management
Stonebridge Capital Management
California
$22.6M +$1.39M 4 9.09% Increased
1061
Welch Capital Partners
Welch Capital Partners
New York
$22.6M +$12.8M 2 7.56% Increased
1062
CCM
Cupps Capital Management
Illinois
$22.5M +$3.99M 2 1.53% Increased
1063
ACM
Artha Capital Management
Connecticut
$22.5M -$174K 1 13.7% Reduced
1064
Goelzer Investment Management
Goelzer Investment Management
Indiana
$22.5M -$3.26M 5 4.07% Reduced
1065
BIM
Bridgecreek Investment Management
Oklahoma
$22.4M +$3.86M 4 6.82% Increased
1066
Rational Advisors
Rational Advisors
New York
$22.4M -$1.79M 9 1.92% Reduced
1067
FPCM
Financial Partners Capital Management
New York
$22.3M +$735K 3 7.37% Increased
1068
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$22.2M +$3.14M 3 5.62% Increased
1069
Barton Investment Management
Barton Investment Management
Pennsylvania
$22.2M +$255K 5 8.89% Increased
1070
Trust Company of Vermont
Trust Company of Vermont
Vermont
$22.2M +$362K 8 3.72% Increased
1071
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$22.2M -$14.2M 5 0.39% Reduced
1072
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$22M -$606K 3 5.28% Reduced
1073
Ledyard National Bank
Ledyard National Bank
$22M -$1.52M 6 3.67% Reduced
1074
Bank of the West
Bank of the West
California
$22M -$501K 6 3.49% Reduced
1075
FCM Investments
FCM Investments
Texas
$21.9M -$364K 4 8.94% Reduced