← All themes

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
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$149M -$1.03M 5 25.84% Reduced
1077
JC
JBF Capital
Colorado
$149M -$839K 6 22.19% Reduced
1078
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$149M -$29.3M 7 6.31% Reduced
1079
SCA
Sander Capital Advisors
Washington
$148M +$506K 4 68.72% Increased
1080
Dock Street Asset Management
Dock Street Asset Management
Florida
$148M -$3.29M 5 19.99% Reduced
1081
LMR Partners
LMR Partners
United Kingdom
$148M +$17.1M 13 1.18% Increased
1082
Hartline Investment Corp
Hartline Investment Corp
Illinois
$148M -$976K 8 18.41% Reduced
1083
SCM
Suvretta Capital Management
New York
$148M -$5.14M 3 4.72% Reduced
1084
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$148M +$3.96M 6 2.9% Increased
1085
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$147M +$2.71M 5 11.65% Increased
1086
Petrus Trust Company
Petrus Trust Company
Texas
$147M +$9.3M 7 14.32% Increased
1087
Donaldson Capital Management
Donaldson Capital Management
Indiana
$147M +$1.46M 6 5.64% Increased
1088
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$147M +$4.74M 7 3.14% Increased
1089
Aviso Financial
Aviso Financial
Ontario, Canada
$146M +$35.3M 9 7.26% Increased
1090
Levin Capital Strategies
Levin Capital Strategies
New York
$146M -$9.12M 6 13.96% Reduced
1091
LGT Fund Management
LGT Fund Management
Liechtenstein
$146M +$18M 9 15.16% Increased
1092
Suncoast Equity Management
Suncoast Equity Management
Florida
$146M -$9.31M 4 16.66% Reduced
1093
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$146M -$5.06M 3 11.39% Reduced
1094
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$146M -$1.57M 6 7.4% Reduced
1095
D.J. St. Germain
D.J. St. Germain
Massachusetts
$146M -$18.4M 13 6.69% Reduced
1096
Procyon Advisors
Procyon Advisors
Connecticut
$146M +$8.66M 9 9.94% Increased
1097
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$145M +$663K 6 12.09% Increased
1098
Roundview Capital
Roundview Capital
New Jersey
$145M +$1.8M 6 10.51% Increased
1099
RiverFront Investment Group
RiverFront Investment Group
Virginia
$145M +$13.3M 6 3.41% Increased
1100
Mane Global Capital Management
Mane Global Capital Management
New York
$145M -$64.8M 3 9.22% Reduced