← All themes

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
851
KG
Killen Group
Pennsylvania
$40.1M -$4.08M 2 2.23% Reduced
852
Royce & Associates
Royce & Associates
New York
$40.1M +$15.6M 4 0.14% Increased
853
NBT Bank
NBT Bank
New York
$40.1M -$2.96M 4 6.43% Reduced
854
DAC
Dividend Assets Capital
South Carolina
$39.9M -$34.3M 2 1.01% Reduced
855
Boston Financial Management
Boston Financial Management
Massachusetts
$39.9M +$1.01M 6 5.23% Increased
856
BPM
Bronson Point Management
Connecticut
$39.8M +$35.4M 1 2.42% Increased
857
Cetera Advisor Networks
Cetera Advisor Networks
California
$39.8M -$446K 6 2.71% Reduced
858
Central Trust Company
Central Trust Company
Missouri
$39.7M -$101K 10 3.16% Reduced
859
WA
Wintergreen Advisers
New Jersey
$39.7M -$2.91M 1 5.14% Reduced
860
VCM
Violich Capital Management
California
$39.5M +$1M 4 12.86% Increased
861
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$39.3M -$229K 8 2.99% Reduced
862
TH
Timber Hill
Connecticut
$39.3M -$22.8M 6 0.16% Reduced
863
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$39M -$4.94M 8 6.74% Reduced
864
Insight Holdings Group
Insight Holdings Group
New York
$39M +$39.4M 1 4.59% New
865
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$39M +$1.07M 2 8.59% Increased
866
M2MC
Matthew 25 Management Corp
Pennsylvania
$38.9M -$1.45M 1 4.4% Reduced
867
Brinker Capital
Brinker Capital
Pennsylvania
$38.8M -$2.79M 4 2.99% Reduced
868
Apex Capital Management
Apex Capital Management
Ohio
$38.6M +$1.93M 5 1.16% Increased
869
Cortland Associates
Cortland Associates
Missouri
$38.4M -$244K 3 9.15% Reduced
870
Private Wealth Partners
Private Wealth Partners
California
$38.3M +$739K 6 8.41% Increased
871
North Star Asset Management
North Star Asset Management
Wisconsin
$38.2M -$543K 5 4.55% Reduced
872
Country Club Trust
Country Club Trust
Missouri
$38M +$1M 4 5.09% Increased
873
Martin Currie
Martin Currie
United Kingdom
$38M -$2.14M 4 3.27% Reduced
874
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$38M +$78.1K 2 7.16% Increased
875
GMIM
General Motors Investment Management
New York
$37.9M -$3.91M 7 3.12% Reduced