← 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
1176
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$25.2M +$2.22M 6 6.08% Increased
1177
MCMC
Matrix Capital Management Company
New Hampshire
$25.2M $0 1 1.13% Maintained
1178
Highbridge Capital Management
Highbridge Capital Management
New York
$25.1M -$2.13M 5 0.41% Reduced
1179
Pitcairn
Pitcairn
Pennsylvania
$25M -$1.77M 8 3.21% Reduced
1180
Gerstein Fisher
Gerstein Fisher
New York
$25M +$746K 7 3.28% Increased
1181
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$25M $0 7 5.3% Maintained
1182
MIM
Marco Investment Management
Georgia
$25M -$158M 8 4.64% Reduced
1183
Murphy Capital Management
Murphy Capital Management
New Jersey
$24.8M -$238K 6 3.85% Reduced
1184
Bank of Hawaii
Bank of Hawaii
Hawaii
$24.7M -$1.42M 7 2.67% Reduced
1185
FI
FCM Investments
Texas
$24.7M +$4.03M 6 14.69% Increased
1186
RSCM
Rail-Splitter Capital Management
Illinois
$24.7M -$3.28M 2 5.93% Reduced
1187
Community Bank
Community Bank
New York
$24.7M -$532K 7 5.82% Reduced
1188
Eagle Global Advisors
Eagle Global Advisors
Texas
$24.6M +$96.6K 6 0.72% Increased
1189
AAM
AO Asset Management
New York
$24.6M -$59.5M 1 6.45% Reduced
1190
Polaris Capital Management
Polaris Capital Management
Massachusetts
$24.6M +$130K 2 2.14% Increased
1191
Bailard
Bailard
California
$24.5M +$12.2M 6 2.92% Increased
1192
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$24.5M -$31.8M 9 3.33% Reduced
1193
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$24.5M -$2.85M 6 3.68% Reduced
1194
Thomasville National Bank
Thomasville National Bank
Georgia
$24.4M -$58.7K 5 6.42% Reduced
1195
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$24.3M +$3.55M 4 5.67% Increased
1196
MAM
Mastrapasqua Asset Management
Tennessee
$24.3M -$2.66M 4 6.07% Reduced
1197
TimesSquare Capital Management
TimesSquare Capital Management
New York
$24.3M +$2.05M 2 0.16% Increased
1198
Kopernik Global Investors
Kopernik Global Investors
Florida
$24M -$7.81M 1 4.25% Reduced
1199
Diversified Trust
Diversified Trust
Tennessee
$23.9M -$4.53M 7 2.76% Reduced
1200
InterOcean Capital
InterOcean Capital
Illinois
$23.9M +$2.33M 5 5.79% Increased