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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
1276
Middleton & Co
Middleton & Co
Massachusetts
$149M -$3.95M 6 16.11% Reduced
1277
DCM
Dupont Capital Management
Delaware
$149M +$2.08M 4 15.36% Increased
1278
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$148M -$804K 2 9.97% Reduced
1279
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$148M -$23.3M 13 0.7% Reduced
1280
Tran Capital Management
Tran Capital Management
California
$147M -$10.7M 4 17.63% Reduced
1281
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$147M -$38.6K 6 1.91% Reduced
1282
Clare Market Investments
Clare Market Investments
Texas
$147M +$115K 5 29.4% Increased
1283
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$146M -$24.6M 10 7.3% Reduced
1284
Syon Capital
Syon Capital
California
$146M +$26M 13 7.86% Increased
1285
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$146M +$257K 5 13.83% Increased
1286
Addenda Capital
Addenda Capital
Quebec, Canada
$146M +$27.2M 5 4.32% Increased
1287
Ariel Investments
Ariel Investments
Illinois
$146M -$13.8M 3 1.56% Reduced
1288
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$146M -$1.97M 10 9.87% Reduced
1289
Clough Capital Partners
Clough Capital Partners
Massachusetts
$146M -$22.8M 4 12.75% Reduced
1290
Cisco Systems
Cisco Systems
California
$146M $0 1 36.05% Maintained
1291
Smith Group Asset Management
Smith Group Asset Management
Texas
$145M +$1.04M 7 8.34% Increased
1292
CX Institutional
CX Institutional
Indiana
$145M +$6.56M 18 4.4% Increased
1293
TFS
Thoroughbred Financial Services
Tennessee
$145M +$234K 11 8.94% Increased
1294
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$145M -$3.51M 9 4.37% Reduced
1295
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$145M +$2.1M 9 18.91% Increased
1296
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$144M -$629K 5 16.69% Reduced
1297
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$144M -$2.98M 9 15.91% Reduced
1298
ACM
Aljian Capital Management
Nevada
$144M -$1.37M 10 29.01% Reduced
1299
Burkehill Global Management
Burkehill Global Management
New York
$144M +$43.6M 2 8.18% Increased
1300
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$144M +$10.1M 6 15.66% Increased