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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
751
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$39.4M +$39.6M 6 5.84% New
752
AA
Ancient Art
Texas
$39.3M +$39.7M 2 10.74% New
753
South Texas Money Management
South Texas Money Management
Texas
$39.3M +$38.5M 5 3.2% New
754
MAM
Mizuho Asset Management
Japan
$39.2M +$39.4M 9 5.69% New
755
SIM
Sentry Investment Management
Wisconsin
$38.9M +$39M 8 2.26% New
756
Coronation Asset Management
Coronation Asset Management
South Africa
$38.9M +$34.7M 3 5.29% New
757
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$38.7M +$38.1M 4 10.13% New
758
WhitTier Trust Company
WhitTier Trust Company
Nevada
$38.6M +$38.9M 9 5.57% New
759
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$38.6M +$38.9M 3 5.75% New
760
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$38.2M +$37M 4 1.12% New
761
Central Trust Company
Central Trust Company
Missouri
$37.8M +$38.8M 9 3.59% New
762
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$37.6M +$36M 3 10.2% New
763
BCM
Brown Capital Management
Maryland
$37.4M +$36.7M 6 0.8% New
764
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$37.4M +$37.8M 3 6.12% New
765
Eastern Bank
Eastern Bank
Massachusetts
$37.4M +$37.6M 5 3.48% New
766
HSA
Hussman Strategic Advisors
Maryland
$37.3M +$38.6M 3 1.7% New
767
NEI
Northwest & Ethical Investments
Ontario, Canada
$37.3M +$35.5M 2 2.92% New
768
AWCI
Alpine Woods Capital Investors
New York
$37.2M +$38.5M 3 2.37% New
769
Tufton Capital Management
Tufton Capital Management
Maryland
$37.2M +$38M 5 8.92% New
770
PFM
Parsec Financial Management
North Carolina
$37.1M +$37.2M 5 5.04% New
771
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$37.1M +$37.1M 5 5.32% New
772
CI
Cooper Investors
Australia
$37M +$38.5M 3 18.91% New
773
First Foundation Advisors
First Foundation Advisors
California
$36.9M +$37.3M 3 7.23% New
774
Myriad Asset Management
Myriad Asset Management
Hong Kong
$36.9M +$35.6M 1 42.53% New
775
Horizon Kinetics
Horizon Kinetics
New York
$36.9M +$35.6M 1 0.54% New