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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
TAM
Telemark Asset Management
Massachusetts
$64.3M -$45M 3 14.8% Reduced
752
DAC
Dividend Assets Capital
South Carolina
$64.1M +$63.3M 5 1.9% Increased
753
Wasatch Advisors
Wasatch Advisors
Utah
$64.1M +$10.4M 7 0.98% Increased
754
Maryland Capital Management
Maryland Capital Management
Maryland
$64M -$6.06M 6 10.07% Reduced
755
WMS Partners
WMS Partners
Maryland
$64M +$77.7K 7 8.88% Increased
756
Granite Investment Partners
Granite Investment Partners
California
$63.6M +$1.39M 6 5.01% Increased
757
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$63.4M +$21.5K 6 13.18% Increased
758
RWWM Inc
RWWM Inc
California
$63.3M -$884K 2 25.83% Reduced
759
Busey Bank
Busey Bank
Illinois
$62.6M +$742K 7 8.04% Increased
760
Fullerton Fund Management
Fullerton Fund Management
Singapore
$62.6M +$1.18M 1 40.7% Increased
761
Horan Capital Management
Horan Capital Management
Maryland
$62.1M -$944K 5 17.21% Reduced
762
LPL Financial
LPL Financial
California
$62M -$334M 9 0.52% Reduced
763
Paloma Partners
Paloma Partners
Connecticut
$61.8M +$26.2M 9 0.68% Increased
764
Arden Trust
Arden Trust
Delaware
$61.6M +$629K 10 4.64% Increased
765
GCM
Glynn Capital Management
California
$61.1M -$2.98M 4 19.92% Reduced
766
First Long Island Investors
First Long Island Investors
New York
$61M -$319K 4 11.32% Reduced
767
EARNEST Partners
EARNEST Partners
Georgia
$60M -$1.43M 2 0.65% Reduced
768
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$60M -$5.12M 7 5.18% Reduced
769
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$59.7M $0 7 5.67% Maintained
770
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$59.1M +$610K 4 11.87% Increased
771
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$58.8M -$104K 7 5.37% Reduced
772
AMI Asset Management
AMI Asset Management
California
$58.8M +$4.92M 2 4.09% Increased
773
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$58.6M -$8.21M 6 6.61% Reduced
774
Azimuth Capital Management
Azimuth Capital Management
Michigan
$58.6M +$1.79M 8 5.24% Increased
775
Academy Capital Management
Academy Capital Management
Texas
$58.1M -$8.94M 5 14.93% Reduced