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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
Howland Capital Management
Howland Capital Management
Massachusetts
$77.2M +$857K 7 6.68% Increased
752
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$77M -$63.7M 10 7.22% Reduced
753
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$76.9M +$599K 10 8.22% Increased
754
VSI
Verde Servicos Internacionais
Brazil
$76.5M +$13.3M 5 14.46% Increased
755
SCM
Somerset Capital Management
United Kingdom
$76.3M -$6.41M 1 23.58% Reduced
756
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$76.1M -$452K 6 7.11% Reduced
757
GLG Partners
GLG Partners
United Kingdom
$75.8M -$13.6M 3 3.54% Reduced
758
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$75.7M -$38.4K 4 14.34% Reduced
759
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$75.4M +$2.71M 10 6.65% Increased
760
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$75.4M +$2.8M 6 6.1% Increased
761
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$75.3M -$454K 7 6.2% Reduced
762
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$75.3M +$58.3M 11 8.34% Increased
763
WMS Partners
WMS Partners
Maryland
$75M -$3.55M 8 9.43% Reduced
764
Osterweis Capital Management
Osterweis Capital Management
California
$74.8M -$14.1M 2 5.85% Reduced
765
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$74.5M +$1.71M 9 12.28% Increased
766
ARS Investment Partners
ARS Investment Partners
New York
$73.9M +$1.41M 6 10.73% Increased
767
VAM
ValueInvest Asset Management
Luxembourg
$73.8M -$14.2M 1 4.48% Reduced
768
ARTA
A.R.T. Advisors
New York
$73.6M +$43.4M 10 3.39% Increased
769
Veritable
Veritable
Delaware
$73.3M -$398K 9 1.74% Reduced
770
Mark Asset Management
Mark Asset Management
New York
$73.3M -$865K 4 16.95% Reduced
771
Antipodes Partners
Antipodes Partners
Australia
$73.1M +$12.8M 2 12.94% Increased
772
Alta Capital Management
Alta Capital Management
Utah
$73.1M +$632K 5 4.9% Increased
773
JMH
J.M. Hartwell
New York
$73M +$1.62M 5 15.9% Increased
774
Granite Investment Partners
Granite Investment Partners
California
$72.9M -$1.87M 6 4.99% Reduced
775
ESG
Emerging Sovereign Group
New York
$72.9M -$11.6M 1 10.86% Reduced