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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
801
KCM Investment Advisors
KCM Investment Advisors
California
$111M +$739K 8 7.5% Increased
802
Seizert Capital Partners
Seizert Capital Partners
Michigan
$111M -$11.6M 4 8.18% Reduced
803
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$111M +$9.46M 8 16.15% Increased
804
Parallel Advisors
Parallel Advisors
California
$111M +$7.33M 19 8.98% Increased
805
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$110M -$4.75M 3 8.69% Reduced
806
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$110M +$934K 5 11.74% Increased
807
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$110M +$1.17M 5 16.78% Increased
808
Levin Capital Strategies
Levin Capital Strategies
New York
$109M -$6.52M 5 17.67% Reduced
809
Oak Ridge Investments
Oak Ridge Investments
Illinois
$109M -$9.7M 4 11.2% Reduced
810
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$109M -$3.05M 5 8.54% Reduced
811
TAM
Telemark Asset Management
Massachusetts
$109M -$16.7M 5 26.07% Reduced
812
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$109M -$4.71M 5 14.8% Reduced
813
Brandes Investment Partners
Brandes Investment Partners
California
$109M -$9.6M 4 3.81% Reduced
814
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$108M +$3.83M 10 8.66% Increased
815
RIG
Roosevelt Investment Group
New York
$108M +$769K 6 12.37% Increased
816
Hantz Financial Services
Hantz Financial Services
Michigan
$108M +$118M 11 7.45% New
817
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$108M -$2.61M 6 12.91% Reduced
818
Bloom Tree Partners
Bloom Tree Partners
New York
$107M -$93.8M 2 15.3% Reduced
819
Northwest & Ethical Investments
Northwest & Ethical Investments
Ontario, Canada
$107M +$10.2M 7 6.25% Increased
820
Park National Corp
Park National Corp
Ohio
$107M -$4.06M 6 6.8% Reduced
821
Osterweis Capital Management
Osterweis Capital Management
California
$107M -$4.19M 4 8.71% Reduced
822
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$107M +$12.3M 6 17.44% Increased
823
Altshuler Shaham
Altshuler Shaham
Israel
$107M -$34.7M 11 4.99% Reduced
824
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$107M +$19.7M 6 13.44% Increased
825
Evergreen Capital Management
Evergreen Capital Management
Washington
$107M +$1.5M 8 9.96% Increased