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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
851
CK
Cohen Klingenstein
New York
$77.3M -$954K 8 10.98% Reduced
852
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$77.2M +$2.09M 7 7.34% Increased
853
HSC
Harbor Spring Capital
New York
$77.1M +$50.4M 2 7.68% Increased
854
Slate Path Capital
Slate Path Capital
New York
$76.9M -$30.3M 1 7.56% Reduced
855
Colony Group
Colony Group
Massachusetts
$76.7M +$734K 8 4.81% Increased
856
South Texas Money Management
South Texas Money Management
Texas
$76.6M +$7.69M 7 3.56% Increased
857
CA
Cornerstone Advisors
North Carolina
$76.4M +$13.1M 4 8.7% Increased
858
Ashfield Capital Partners
Ashfield Capital Partners
California
$76.3M -$3.97M 9 9.81% Reduced
859
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$75.4M -$77.8K 7 12.86% Reduced
860
CIM
Chiron Investment Management
New York
$75.3M +$26.8M 4 10.21% Increased
861
Eastern Bank
Eastern Bank
Massachusetts
$75.3M -$899K 6 5.05% Reduced
862
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$74.6M +$10M 1 2.37% Increased
863
Deltec Asset Management
Deltec Asset Management
New York
$74.5M +$3.33M 7 15.17% Increased
864
SRAM
Stone Ridge Asset Management
New York
$74.1M +$72.4M 13 4.63% New
865
Sirios Capital Management
Sirios Capital Management
Massachusetts
$73.9M -$48.1M 2 3.66% Reduced
866
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$73.9M +$32.5M 7 2.26% Increased
867
AssetMark Inc
AssetMark Inc
California
$73.8M +$9.6M 14 0.76% Increased
868
Clal Insurance
Clal Insurance
Israel
$73.7M -$549K 2 1.94% Reduced
869
Janney Capital Management
Janney Capital Management
Pennsylvania
$73.7M -$1.23M 7 3.14% Reduced
870
Glenview Trust
Glenview Trust
Kentucky
$73.6M +$2.19M 6 5.08% Increased
871
Raymond James Trust
Raymond James Trust
Florida
$73.6M +$2.23M 13 4.96% Increased
872
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$73.5M -$15.3M 7 7.25% Reduced
873
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$73.5M +$508K 5 9.27% Increased
874
Lannebo Fonder
Lannebo Fonder
Sweden
$73.4M +$6M 6 35.07% Increased
875
Global Endowment Management
Global Endowment Management
North Carolina
$73.3M -$4.13M 4 10.69% Reduced