← 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
1101
UBS O'Connor
UBS O'Connor
Illinois
$49.6M +$4.94M 6 1.79% Increased
1102
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$49.6M -$996K 5 8.41% Reduced
1103
Broad Run Investment Management
Broad Run Investment Management
Virginia
$49.4M +$4.78M 2 2.27% Increased
1104
Everence Capital Management
Everence Capital Management
Indiana
$49.4M -$212K 8 11.46% Reduced
1105
Trexquant Investment
Trexquant Investment
Connecticut
$49.3M +$30.9M 9 3.08% Increased
1106
Greystone Managed Investments
Greystone Managed Investments
Saskatchewan, Canada
$49.2M -$147K 3 3.12% Reduced
1107
Cetera Advisors
Cetera Advisors
Colorado
$49.2M -$4.2M 11 2.87% Reduced
1108
Capstone Investment Advisors
Capstone Investment Advisors
New York
$49M +$6.42M 10 0.61% Increased
1109
GPC
Guardian Point Capital
Virginia
$48.9M +$8.03M 2 30.06% Increased
1110
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$48.8M -$3.56M 3 5.94% Reduced
1111
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$48.6M +$460K 6 7.27% Increased
1112
WCM
Woodson Capital Management
Connecticut
$48.6M +$22M 3 12.99% Increased
1113
LRPA
L. Roy Papp & Associates
Arizona
$48.5M -$267K 6 10.14% Reduced
1114
MC
MIG Capital
California
$48.4M +$28.5M 3 6.87% Increased
1115
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$48.4M -$177K 5 6.56% Reduced
1116
Greenleaf Trust
Greenleaf Trust
Michigan
$48.4M -$4.03M 9 0.96% Reduced
1117
Estabrook Capital Management
Estabrook Capital Management
New York
$48.3M -$4.94M 8 8.96% Reduced
1118
HCM
Harvey Capital Management
Florida
$48M +$2.07M 7 25.52% Increased
1119
EP Wealth Advisors
EP Wealth Advisors
California
$47.9M +$4.2M 5 3.7% Increased
1120
SIP
Stoneridge Investment Partners
Pennsylvania
$47.9M -$11M 6 15.02% Reduced
1121
Alpha Cubed Investments
Alpha Cubed Investments
California
$47.8M -$1.64M 8 7.17% Reduced
1122
ALAM
Asahi Life Asset Management
Japan
$47.7M +$51.4M 7 7.47% New
1123
Palisade Asset Management
Palisade Asset Management
Minnesota
$47.7M +$2.93K 4 7% Increased
1124
Capital Investment Advisors
Capital Investment Advisors
Georgia
$47.7M -$392K 8 3.18% Reduced
1125
CQS Cayman
CQS Cayman
Cayman Islands
$47.7M -$9.04M 1 3.28% Reduced