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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
1176
HCM
Hoplite Capital Management
New York
$45.1M -$7.23M 1 3.23% Reduced
1177
D.J. St. Germain
D.J. St. Germain
Massachusetts
$45.1M +$832K 6 5.69% Increased
1178
Saba Capital Management
Saba Capital Management
New York
$45M +$6.01M 5 2.5% Increased
1179
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$45M -$7.6M 7 7.93% Reduced
1180
RSS
Rosenblum Silverman Sutton
California
$45M -$3.86M 5 16% Reduced
1181
Patten & Patten
Patten & Patten
Tennessee
$44.9M -$256K 7 4.59% Reduced
1182
CF
Cypress Funds
California
$44.9M $0 1 6.67% Maintained
1183
EAM
EastBay Asset Management
New York
$44.8M -$26.7M 2 5.32% Reduced
1184
Wolverine Asset Management
Wolverine Asset Management
Illinois
$44.7M -$68.8M 6 0.58% Reduced
1185
JC
JBF Capital
Colorado
$44.7M +$1.79M 3 7.06% Increased
1186
RCIM
Russell Clark Investment Management
United Kingdom
$44.6M -$1.58M 6 8.9% Reduced
1187
1ST Source Bank
1ST Source Bank
Indiana
$44.6M +$62.4K 7 3.7% Increased
1188
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$44.3M -$4.6M 5 20.94% Reduced
1189
IP
Interval Partners
New York
$44.1M +$1.08M 2 1.99% Increased
1190
Reilly Financial Advisors
Reilly Financial Advisors
California
$44.1M +$1.04M 13 6.16% Increased
1191
BCH
Berkshire Capital Holdings
California
$44M +$43M 5 39.32% New
1192
Grandfield & Dodd
Grandfield & Dodd
New York
$44M -$3.46M 7 4.9% Reduced
1193
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$43.8M -$90.1M 4 1.33% Reduced
1194
Advisory Research
Advisory Research
Illinois
$43.8M -$2.03M 6 0.79% Reduced
1195
CA
Claar Advisors
New York
$43.7M +$2.26M 4 15.61% Increased
1196
Country Club Trust
Country Club Trust
Missouri
$43.6M -$2.29M 6 5.34% Reduced
1197
Nelson Capital Management
Nelson Capital Management
California
$43.6M -$3.03M 11 11.3% Reduced
1198
Kings Point Capital Management
Kings Point Capital Management
New York
$43.3M +$2.84M 8 8.74% Increased
1199
First Merchants Corp
First Merchants Corp
Indiana
$43M -$54K 5 7.22% Reduced
1200
Atria Investments
Atria Investments
North Carolina
$42.9M +$2.65M 11 2.07% Increased