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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
Horan Capital Management
Horan Capital Management
Maryland
$72.5M -$882K 6 16.52% Reduced
777
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$72.3M +$937K 6 7.49% Increased
778
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$72.3M +$1.29M 7 4.45% Increased
779
SAM
Scopus Asset Management
New York
$72.1M +$71.5M 1 1.09% New
780
Maryland Capital Management
Maryland Capital Management
Maryland
$72M -$2.22M 6 10.78% Reduced
781
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$71.9M -$34.7M 3 1.83% Reduced
782
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$71.8M -$13.3M 3 8.71% Reduced
783
WhitTier Trust Company
WhitTier Trust Company
Nevada
$71.7M -$913K 11 7.17% Reduced
784
Edgar Lomax Company
Edgar Lomax Company
Virginia
$71.6M +$43.7M 1 4.79% Increased
785
AHL Partners
AHL Partners
United Kingdom
$71.5M +$32.8M 10 1.58% Increased
786
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$70.9M -$1.55M 11 7.57% Reduced
787
Azimuth Capital Management
Azimuth Capital Management
Michigan
$70.8M +$1.11M 8 5.7% Increased
788
Oaktree Capital Management
Oaktree Capital Management
California
$70.8M +$2.42M 2 1.03% Increased
789
First Long Island Investors
First Long Island Investors
New York
$70.2M -$2.65M 4 11.67% Reduced
790
Todd Asset Management
Todd Asset Management
Kentucky
$70.2M +$4.38M 6 2.02% Increased
791
CPH
C Partners Holding
Switzerland
$69.8M +$7.96M 2 21.05% Increased
792
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$69.6M +$385K 10 3.28% Increased
793
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$69.5M +$2.7M 5 3.82% Increased
794
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$68.9M -$348K 6 8.05% Reduced
795
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$68.8M +$979K 6 3.22% Increased
796
HC
Henshaw Capital
Massachusetts
$68.8M $0 5 7.53% Maintained
797
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$68.8M +$1.67M 7 9.35% Increased
798
First Allied Advisory Services
First Allied Advisory Services
California
$68.8M +$3.36M 11 3.55% Increased
799
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$68.6M $0 1 2.36% Maintained
800
Whitebox Advisors
Whitebox Advisors
Minnesota
$68.5M +$13.3M 2 2.64% Increased