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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
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$46.2M -$1.06M 5 3.65% Reduced
727
KG
Killen Group
Pennsylvania
$46M -$1.44M 2 2.51% Reduced
728
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$45.3M +$4.2M 4 5.59% Increased
729
Avity Investment Management
Avity Investment Management
Connecticut
$45.3M -$1.75M 3 8.47% Reduced
730
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$45.1M -$294K 5 5.8% Reduced
731
Granite Investment Partners
Granite Investment Partners
California
$44.9M -$3.81M 5 6.99% Reduced
732
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$44.8M -$4.51M 7 5.93% Reduced
733
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.7M -$21.4M 6 0.33% Reduced
734
NBT Bank
NBT Bank
New York
$44.5M -$2.49M 4 6.46% Reduced
735
Meag Munich Ergo
Meag Munich Ergo
Germany
$44.5M -$40.2M 3 3.29% Reduced
736
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$44.4M +$2.11M 3 6.34% Increased
737
Westwood Holdings Group
Westwood Holdings Group
Texas
$44.4M -$5.97M 2 0.34% Reduced
738
Advisory Research
Advisory Research
Illinois
$44.4M -$2.14M 8 0.46% Reduced
739
PFU
Parus Finance (UK)
United Kingdom
$44.3M -$11.7M 2 12.09% Reduced
740
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$44.2M +$883K 6 5.68% Increased
741
PRC
Platte River Capital
Colorado
$44.1M -$774K 4 5.97% Reduced
742
Sirios Capital Management
Sirios Capital Management
Massachusetts
$43.8M +$25.2M 1 1.43% Increased
743
Boston Financial Management
Boston Financial Management
Massachusetts
$43.6M -$379K 6 5.84% Reduced
744
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$43.5M -$18.6M 7 0.26% Reduced
745
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$43.5M -$420K 4 5.37% Reduced
746
PFC
Poplar Forest Capital
California
$43.4M +$4.16M 3 4.63% Increased
747
SAM
Symphony Asset Management
California
$43.4M +$9.5M 8 4.11% Increased
748
TCA
Taconic Capital Advisors
New York
$43M -$48.8M 1 1.73% Reduced
749
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$43M +$11.7M 5 0.64% Increased
750
GMIM
General Motors Investment Management
New York
$42.4M -$7.13M 7 3.62% Reduced