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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
726
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$47.9M +$5.23M 4 3.37% Increased
727
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$47.8M -$45.7K 1 24.12% Reduced
728
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$47.7M $0 7 6.42% Maintained
729
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$47.7M -$102M 7 4.33% Reduced
730
TCM
Tekne Capital Management
New York
$47.7M +$43.1M 2 5.99% New
731
KG
Killen Group
Pennsylvania
$47.6M +$800K 2 2.73% Increased
732
Summitry LLC
Summitry LLC
California
$47.6M +$1.4M 3 6.27% Increased
733
BC
Balestra Capital
New York
$47.5M -$4.77M 1 2.83% Reduced
734
GW Henssler & Associates
GW Henssler & Associates
Georgia
$47.4M +$117K 4 5.55% Increased
735
Horizon Kinetics
Horizon Kinetics
New York
$46.9M -$358K 4 0.59% Reduced
736
Westwood Holdings Group
Westwood Holdings Group
Texas
$46.8M -$122M 2 0.36% Reduced
737
GACM
Green Arrow Capital Management
New York
$46.6M -$15.3M 3 3.28% Reduced
738
Avity Investment Management
Avity Investment Management
Connecticut
$45.7M -$2.2M 3 8.72% Reduced
739
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$45.6M -$872K 5 5.94% Reduced
740
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$45.5M +$2.55M 4 12.1% Increased
741
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$45.4M +$2.59M 1 0.24% Increased
742
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$45.2M -$4.83M 5 3.64% Reduced
743
NBT Bank
NBT Bank
New York
$45.1M -$2.69M 4 6.45% Reduced
744
PRC
Platte River Capital
Colorado
$44.8M -$2.94M 3 5.75% Reduced
745
Inverness Counsel
Inverness Counsel
New York
$44.6M -$627K 3 3.54% Reduced
746
PFM
Parsec Financial Management
North Carolina
$44.5M +$866K 5 5.23% Increased
747
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$44.5M -$1.94M 5 4.81% Reduced
748
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$44.1M -$845K 5 5.72% Reduced
749
WCM Investment Management
WCM Investment Management
California
$44M +$33.1M 3 1.59% Increased
750
Advisory Research
Advisory Research
Illinois
$44M +$15.8K 2 0.45% Increased