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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
1251
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.3M -$9.7M 16 1.81% Reduced
1252
ID
Integral Derivatives
New York
$32.2M -$12.6M 6 0.59% Reduced
1253
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$32.1M +$3.12M 8 4.22% Increased
1254
Reilly Financial Advisors
Reilly Financial Advisors
California
$32M -$4.58M 15 4.8% Reduced
1255
BBI
Baxter Bros Inc
Connecticut
$31.8M +$608K 5 9.15% Increased
1256
Cetera Advisors
Cetera Advisors
Colorado
$31.7M -$690K 9 1.91% Reduced
1257
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$31.6M +$48.8K 6 6.59% Increased
1258
AW
ACG Wealth
Georgia
$31.5M -$2.07M 7 5.49% Reduced
1259
Narwhal Capital Management
Narwhal Capital Management
Georgia
$31.4M +$1.64M 7 7.79% Increased
1260
Atria Investments
Atria Investments
North Carolina
$31.1M +$91K 8 1.7% Increased
1261
MTC
McDaniel Terry & Co
Texas
$31M -$197K 4 5.87% Reduced
1262
Bank of Hawaii
Bank of Hawaii
Hawaii
$30.9M -$1.27M 5 2.61% Reduced
1263
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$30.8M +$1.22M 4 7% Increased
1264
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$30.8M +$3.87M 3 5.12% Increased
1265
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$30.8M +$2.79M 8 3.75% Increased
1266
TCM
Tradewinds Capital Management
Washington
$30.8M -$735K 12 15.71% Reduced
1267
Ally Financial
Ally Financial
Michigan
$30.8M +$984K 5 5.86% Increased
1268
JWBC
J.W. Burns & Co
New York
$30.7M -$294K 7 8.2% Reduced
1269
AA
Antipodean Advisors
New York
$30.7M +$874K 3 25.91% Increased
1270
Parker Investment Management
Parker Investment Management
California
$30.7M -$259K 2 13.34% Reduced
1271
JC
JBF Capital
Colorado
$30.7M -$20M 3 3.5% Reduced
1272
CLCM
Crawford Lake Capital Management
New Jersey
$30.7M -$24.8M 4 10.99% Reduced
1273
CC
Courier Capital
New York
$30.4M +$17.9M 6 4.24% Increased
1274
Vestor Capital
Vestor Capital
Illinois
$30.4M +$5.13M 6 6.82% Increased
1275
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$30.3M +$4.44M 1 2.87% Increased