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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
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$73.9M +$15.4M 3 9% Increased
1177
HSC
Harbor Spring Capital
New York
$73.8M -$7.74M 3 22.79% Reduced
1178
HighTower Trust
HighTower Trust
Texas
$73.7M -$257M 5 8.12% Reduced
1179
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$73.6M -$853K 6 9.9% Reduced
1180
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$73.6M -$351K 8 7.78% Reduced
1181
Metis Global Partners
Metis Global Partners
California
$73.3M +$4.63M 9 11.81% Increased
1182
Addenda Capital
Addenda Capital
Quebec, Canada
$73.2M +$16.2M 7 3.34% Increased
1183
Whitney & Co
Whitney & Co
New York
$73.2M +$161K 8 14.23% Increased
1184
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$73.2M $0 10 12.54% Maintained
1185
Steadview Capital Management
Steadview Capital Management
United Kingdom
$72.7M $0 2 20.54% Maintained
1186
Glynn Capital Management
Glynn Capital Management
California
$72.6M -$2.59M 7 15.5% Reduced
1187
Vigilant Capital Management
Vigilant Capital Management
Maine
$72.5M +$4.25M 10 6.82% Increased
1188
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$72.3M +$698K 10 4.03% Increased
1189
Optiver Holding
Optiver Holding
Netherlands
$72.3M +$35.1M 5 0.06% Increased
1190
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$72.3M +$934K 11 1.25% Increased
1191
Jacobs & Co
Jacobs & Co
California
$72.3M +$62.2K 7 10.39% Increased
1192
BFS
Bard Financial Services
Connecticut
$72.2M +$256K 7 6.77% Increased
1193
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$72M -$1.61M 21 3.61% Reduced
1194
Estabrook Capital Management
Estabrook Capital Management
New York
$71.9M -$208M 9 13.38% Reduced
1195
Gifford Fong Associates
Gifford Fong Associates
California
$71.9M $0 8 17.79% Maintained
1196
Ensemble Capital Management
Ensemble Capital Management
California
$71.8M +$6.85M 2 8.09% Increased
1197
Varenne Capital Partners
Varenne Capital Partners
France
$71.7M -$34.4M 1 29.73% Reduced
1198
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$71.7M $0 5 5.95% Maintained
1199
Penn Davis McFarland
Penn Davis McFarland
Texas
$71.6M +$312K 4 14.36% Increased
1200
Fulton Bank
Fulton Bank
Pennsylvania
$71.6M +$2M 8 4.27% Increased