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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
1076
GIM
Growth Interface Management
Florida
$119M -$91.8M 2 30.31% Reduced
1077
HighTower Trust
HighTower Trust
Texas
$119M +$615 5 11.36% Increased
1078
Dock Street Asset Management
Dock Street Asset Management
Florida
$119M +$225K 4 21.35% Increased
1079
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$118M +$2.49M 10 9.01% Increased
1080
TFM
TPI Fund Managers
United Kingdom
$118M +$4.21M 2 15.21% Increased
1081
MTC
McDaniel Terry & Co
Texas
$118M +$2M 5 12.75% Increased
1082
Vestor Capital
Vestor Capital
Illinois
$117M -$15M 7 11.66% Reduced
1083
Grimes & Company
Grimes & Company
Massachusetts
$117M +$18.1M 7 6.11% Increased
1084
MCM
McKinley Capital Management
Alaska
$117M +$6.62M 4 11.66% Increased
1085
Prospera Financial Services
Prospera Financial Services
Texas
$117M -$3.12M 27 4.9% Reduced
1086
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Massachusetts
$117M $0 1 18.65% Maintained
1087
AI
ArchPoint Investors
Florida
$116M -$75.6K 4 40.17% Reduced
1088
Deltec Asset Management
Deltec Asset Management
New York
$116M -$15.4M 6 19.86% Reduced
1089
BDWCC
B&D White Capital Company
Texas
$116M +$44.2M 4 37.01% Increased
1090
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$116M -$644M 5 1.56% Reduced
1091
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$115M +$1.75M 4 24.68% Increased
1092
Main Street Research
Main Street Research
Connecticut
$115M -$9.04M 5 10.81% Reduced
1093
MAM
Mastrapasqua Asset Management
Tennessee
$115M -$4.66M 5 12.89% Reduced
1094
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$115M $0 1 2.91% Maintained
1095
Carret Asset Management
Carret Asset Management
New York
$114M -$347K 9 13.1% Reduced
1096
RM
Redpoint Management
California
$114M $0 1 11.25% Maintained
1097
SAM
Sabadell Asset Management
Spain
$114M +$4.71M 8 19.68% Increased
1098
EWM
Elite Wealth Management
Washington
$114M -$8.83M 5 18.57% Reduced
1099
CSM Advisors
CSM Advisors
Pennsylvania
$114M -$13.6M 6 7.8% Reduced
1100
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$114M -$21.7M 17 2.67% Reduced