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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
1551
Quantbot Technologies
Quantbot Technologies
New York
$20.3M +$3.93M 11 1.95% Increased
1552
FTIM
Flowering Tree Investment Management
Singapore
$20.3M -$10.2M 1 15.03% Reduced
1553
TA
TRB Advisors
New York
$20.2M -$18.8M 2 14.98% Reduced
1554
SFSIG
San Francisco Sentry Investment Group
California
$20.2M +$471K 12 6.79% Increased
1555
Channing Capital Management
Channing Capital Management
Illinois
$20.2M +$1.02M 3 0.76% Increased
1556
CLC
Charles-Lim Capital
Hong Kong
$20.2M +$18.9M 1 4.07% New
1557
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$20.1M +$1.61M 1 13.87% Increased
1558
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$20.1M -$317K 6 0.28% Reduced
1559
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$20.1M +$88.7K 7 1.15% Increased
1560
IA
IPL Advisers
New York
$20M -$5.89M 1 8.21% Reduced
1561
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$20M +$3.98M 5 9.52% Increased
1562
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$19.9M +$260K 5 5.49% Increased
1563
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.8M -$725K 6 2.88% Reduced
1564
SC
Saybrook Capital
North Carolina
$19.8M +$221K 3 9.73% Increased
1565
Checchi Capital Advisers
Checchi Capital Advisers
California
$19.8M +$120K 9 2% Increased
1566
Hartline Investment Corp
Hartline Investment Corp
Illinois
$19.7M +$974K 6 5.97% Increased
1567
CCC
Chelsea Counsel Company
California
$19.7M +$365K 6 9.87% Increased
1568
Royce & Associates
Royce & Associates
New York
$19.7M -$2.55M 2 0.13% Reduced
1569
PSC
Prentiss Smith & Co
Vermont
$19.7M +$4.05M 9 11.35% Increased
1570
Peak Asset Management
Peak Asset Management
Colorado
$19.6M +$54.4K 6 7.03% Increased
1571
BWFM
Bridgewater Wealth & Financial Management
Maryland
$19.6M -$2.16M 3 8.03% Reduced
1572
ICM
Intrepid Capital Management
Florida
$19.6M +$12K 1 7.95% Increased
1573
IPLA
Ice Pond Lane Advisers
New York
$19.6M +$5.89M 1 7.44% Increased
1574
EVM
Evelyn V. Moreno
$19.5M -$504K 4 5.84% Reduced
1575
Tiedemann Advisors
Tiedemann Advisors
New York
$19.5M -$11.1M 7 1.75% Reduced