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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
876
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$33M +$161K 2 5.19% Increased
877
AC
Amiya Capital
United Kingdom
$32.9M -$20.4M 2 11.68% Reduced
878
Front Barnett Associates
Front Barnett Associates
Illinois
$32.8M -$103K 4 6.35% Reduced
879
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$32.7M +$1.52M 4 8.31% Increased
880
NM
Nokota Management
New York
$32.4M +$17M 2 1.09% Increased
881
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$32.4M -$1.2M 4 6.3% Reduced
882
LMR Partners
LMR Partners
United Kingdom
$32.4M +$31.2M 2 4.54% New
883
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$32.3M +$153K 3 5.09% Increased
884
Stewart & Patten Company
Stewart & Patten Company
California
$32.3M -$315K 4 6.57% Reduced
885
ECM
Empire Capital Management
Connecticut
$32.1M -$15M 2 3.83% Reduced
886
Parthenon LLC
Parthenon LLC
Kentucky
$32.1M -$145K 4 9.66% Reduced
887
Dowling & Yahnke
Dowling & Yahnke
California
$32M +$391K 5 4.22% Increased
888
SKBA Capital Management
SKBA Capital Management
California
$32M +$5.46M 1 2.98% Increased
889
BCM
Barometer Capital Management
Ontario, Canada
$31.9M +$26.8M 3 6.93% Increased
890
Cacti Asset Management
Cacti Asset Management
Georgia
$31.8M +$2.43M 2 4.34% Increased
891
GIM
Greystone Investment Management
Ohio
$31.7M -$135K 4 12.28% Reduced
892
1ST Source Bank
1ST Source Bank
Indiana
$31.6M +$669K 4 4.22% Increased
893
SCM
Somerset Capital Management
United Kingdom
$31.6M +$76.9M 1 11.03% New
894
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$31.6M -$2.06M 8 7.84% Reduced
895
CEI
Clark Estates Inc
New York
$31.5M +$436K 4 4.72% Increased
896
FC
Farley Capital
New York
$31.5M +$775K 1 19.4% Increased
897
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$31.3M -$664K 6 6.35% Reduced
898
GPCM
Greenbrier Partners Capital Management
Texas
$31.2M $0 1 8.24% Maintained
899
RNS
Robert N. Shapiro
$31.2M -$4.13M 9 5.76% Reduced
900
BCM
Boltwood Capital Management
California
$31.1M -$25.6K 5 9.78% Reduced