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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
826
D.J. St. Germain
D.J. St. Germain
Massachusetts
$41.2M +$6.06M 4 6% Increased
827
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$41M +$1.32M 3 4.98% Increased
828
BFO
Boston Family Office
Massachusetts
$40.8M -$575K 8 5.08% Reduced
829
RWWM Inc
RWWM Inc
California
$40.6M -$3.48M 1 19.13% Reduced
830
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$40.5M +$220K 5 5.06% Increased
831
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$40.5M -$739K 4 4.1% Reduced
832
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$40.4M -$19.5M 9 1.4% Reduced
833
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$40.4M +$69.2K 5 5.93% Increased
834
Jones Financial Companies
Jones Financial Companies
Missouri
$40.4M -$4.07M 5 0.28% Reduced
835
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$40.3M -$9.6M 3 1.92% Reduced
836
Burney Company
Burney Company
Virginia
$40.2M +$2.26M 5 3.19% Increased
837
Oak Ridge Investments
Oak Ridge Investments
Illinois
$40.2M +$1.41M 3 0.96% Increased
838
NA
Newport Asia
California
$40.2M +$26.2M 1 15.72% Increased
839
Think Investments
Think Investments
California
$40.1M +$39.6M 1 14.28% New
840
Martin Currie
Martin Currie
United Kingdom
$40.1M +$1.73M 4 3.44% Increased
841
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$40M +$5.77M 8 6.21% Increased
842
QCI Asset Management
QCI Asset Management
New York
$39.7M +$6.47M 7 6.16% Increased
843
NM
NWI Management
New York
$39.6M +$40.4M 2 5.72% Increased
844
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$39.6M -$242K 3 5.33% Reduced
845
PVH
Psagot Value Holdings
Israel
$39.6M +$1.74M 5 1.34% Increased
846
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$39.5M +$14.6M 4 1.4% Increased
847
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$39.3M +$1.35M 8 2.68% Increased
848
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$39.3M -$1.68M 2 8.6% Reduced
849
KAS
Kemnay Advisory Services
New York
$39.2M +$21.4M 4 12.69% Increased
850
SG
Swarthmore Group
Pennsylvania
$39M -$3.57M 2 3.54% Reduced