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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
1151
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$105M +$3.37M 1 5.15% Increased
1152
Group One Trading
Group One Trading
Illinois
$105M +$25.2M 19 0.1% Increased
1153
Nellore Capital Management
Nellore Capital Management
California
$105M +$7.76M 4 23.72% Increased
1154
AFT
Alpha Family Trust
California
$105M +$747K 4 42.53% Increased
1155
GW Henssler & Associates
GW Henssler & Associates
Georgia
$105M +$5.27M 6 6.36% Increased
1156
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$105M -$592K 6 11.35% Reduced
1157
Penn Davis McFarland
Penn Davis McFarland
Texas
$105M -$4.37M 4 16.8% Reduced
1158
PAM
Private Asset Management
California
$105M -$1.66M 6 14.17% Reduced
1159
HB Wealth Management
HB Wealth Management
Georgia
$104M +$29M 10 1.94% Increased
1160
Perigon Wealth Management
Perigon Wealth Management
California
$104M +$653K 14 7.38% Increased
1161
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$104M -$11.5M 5 7.19% Reduced
1162
SCI
S&CO Inc
Massachusetts
$104M +$1.42M 7 7.28% Increased
1163
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$103M +$2.15M 12 5.07% Increased
1164
HCM
Harspring Capital Management
New York
$103M +$910K 2 17.04% Increased
1165
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$103M +$16.7M 6 6.03% Increased
1166
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$103M +$140K 6 5.74% Increased
1167
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$103M +$27.4M 4 5.66% Increased
1168
TA
TRB Advisors
New York
$103M -$78.4M 3 56.18% Reduced
1169
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$102M -$318K 13 1.45% Reduced
1170
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$102M -$511K 10 13.8% Reduced
1171
Vident Investment Advisory
Vident Investment Advisory
Georgia
$102M +$9.8M 24 2.65% Increased
1172
WI
Wintrust Investments
Illinois
$102M +$6.77M 7 9.8% Increased
1173
Cigna Investments
Cigna Investments
Connecticut
$102M -$27.3M 14 12.48% Reduced
1174
Strategic Global Advisors
Strategic Global Advisors
California
$102M +$4.89M 6 14.84% Increased
1175
Cortland Associates
Cortland Associates
Missouri
$102M -$41.4M 5 12.95% Reduced