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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
Todd Asset Management
Todd Asset Management
Kentucky
$52M +$10.5M 3 1.66% Increased
827
MFWM
Motley Fool Wealth Management
Virginia
$52M +$1.95M 4 5.7% Increased
828
SWITC
Stewart West Indies Trading Company
Colorado
$52M $0 2 5.02% Maintained
829
Caxton Associates (New York)
Caxton Associates (New York)
New York
$51.9M +$27.2M 3 1.43% Increased
830
LS Investment Advisors
LS Investment Advisors
Michigan
$51.6M +$1.39M 11 3.57% Increased
831
South Texas Money Management
South Texas Money Management
Texas
$51.5M -$665K 5 2.89% Reduced
832
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$51.4M -$7.05M 3 1.45% Reduced
833
BWCA
Brenner West Capital Advisors
New York
$51.4M +$49.3M 1 4.47% New
834
MSI Financial Services
MSI Financial Services
Massachusetts
$51.3M +$1.7M 17 1.84% Increased
835
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$51.3M +$228K 4 9.79% Increased
836
3CP
3G Capital Partners
New York
$51.3M +$8.11M 1 4.05% Increased
837
Community Trust & Investment
Community Trust & Investment
Kentucky
$51.2M +$571K 5 6.51% Increased
838
GAMCO Investors
GAMCO Investors
Connecticut
$51.1M -$2.49M 7 0.34% Reduced
839
Quest Investment Management
Quest Investment Management
Oregon
$51.1M -$304K 5 6.95% Reduced
840
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$50.8M +$3.75M 8 9.64% Increased
841
EULAV Asset Management
EULAV Asset Management
Florida
$50.8M -$313K 5 2.79% Reduced
842
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$50.5M -$251K 5 9.71% Reduced
843
GPCM
Greenbrier Partners Capital Management
Texas
$50.4M +$13.5M 3 13.86% Increased
844
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$50.3M +$15.2M 7 11.07% Increased
845
Private Advisor Group
Private Advisor Group
New Jersey
$50.1M +$1.16M 8 2.02% Increased
846
Allstate Corporation
Allstate Corporation
Illinois
$49.7M -$557K 6 3.25% Reduced
847
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$49.6M +$984K 6 2.85% Increased
848
NS Partners
NS Partners
United Kingdom
$49.5M +$1.51M 6 8.45% Increased
849
TM
Tiger Management
New York
$49.4M +$22.9M 3 15.93% Increased
850
Jones Financial Companies
Jones Financial Companies
Missouri
$49.2M +$163K 5 0.21% Increased