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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
776
BCM
Brown Capital Management
Maryland
$39.6M -$3.29M 6 0.66% Reduced
777
QS Investors
QS Investors
New York
$39.5M +$2.53M 8 1.06% Increased
778
MC
Muhlenkamp & Co
Pennsylvania
$39.3M +$28.6K 3 6.94% Increased
779
PCM
Palestra Capital Management
New York
$39.3M +$4.12M 1 3.24% Increased
780
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.3M +$1.56M 8 1.53% Increased
781
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$39.1M -$883K 4 7.71% Reduced
782
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$39.1M +$3.18M 2 8.41% Increased
783
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$38.9M +$554K 8 6.4% Increased
784
Martin Currie
Martin Currie
United Kingdom
$38.8M -$1.18M 3 3.36% Reduced
785
South Texas Money Management
South Texas Money Management
Texas
$38.8M -$399K 4 2.48% Reduced
786
Old National Bancorp
Old National Bancorp
Indiana
$38.8M +$1.36M 5 2.92% Increased
787
Matrix Asset Advisors
Matrix Asset Advisors
New York
$38.7M +$5.41M 4 4.4% Increased
788
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$38.6M +$13.1M 2 3.96% Increased
789
TCM
Tekne Capital Management
New York
$38.5M -$2.86M 1 1.32% Reduced
790
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$38.5M +$24.9M 5 6.04% Increased
791
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$38.4M -$5.07M 4 4.88% Reduced
792
Cortland Associates
Cortland Associates
Missouri
$38.4M +$11.4M 3 7.66% Increased
793
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$38.3M -$1.54M 6 1.34% Reduced
794
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$38.3M -$3.46M 4 2.54% Reduced
795
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$38.2M -$10.4K 8 2.86% Reduced
796
Brinker Capital
Brinker Capital
Pennsylvania
$38.2M -$9.6M 4 2.64% Reduced
797
Central Trust Company
Central Trust Company
Missouri
$38M -$1.32M 9 2.99% Reduced
798
North Star Asset Management
North Star Asset Management
Wisconsin
$37.9M +$150K 5 4.41% Increased
799
Cetera Advisor Networks
Cetera Advisor Networks
California
$37.8M +$1.98M 5 2.48% Increased
800
Woodstock Corp
Woodstock Corp
Massachusetts
$37.8M +$768K 5 6.7% Increased