← 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
876
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$137M -$3.36M 7 9.46% Reduced
877
Trust Company of Vermont
Trust Company of Vermont
Vermont
$137M +$3.16M 12 9.57% Increased
878
GW & Wade
GW & Wade
Massachusetts
$136M +$593K 8 5.24% Increased
879
Norris Perne & French
Norris Perne & French
Michigan
$136M +$7.83M 6 12.49% Increased
880
General American Investors
General American Investors
New York
$136M -$12.8M 3 12.89% Reduced
881
HB Wealth Management
HB Wealth Management
Georgia
$136M +$4.68M 12 2.36% Increased
882
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$136M +$12M 4 2.25% Increased
883
Bristlecone Advisors
Bristlecone Advisors
Washington
$136M +$1.68M 7 14.89% Increased
884
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$136M +$9.12M 3 4.76% Increased
885
Gradient Investments
Gradient Investments
Minnesota
$135M -$4.25M 21 3.68% Reduced
886
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$135M +$2.56M 5 10.73% Increased
887
PFS Investments
PFS Investments
Georgia
$135M +$14.2M 9 2.34% Increased
888
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$135M +$15.3M 10 6.49% Increased
889
Howard Capital Management Group
Howard Capital Management Group
California
$135M +$4.28M 6 14.24% Increased
890
Senator Investment Group
Senator Investment Group
New York
$133M +$121M 3 7.25% New
891
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$133M +$4.12M 5 10.21% Increased
892
IC
Immersion Capital
United Kingdom
$133M -$37.5M 2 34.27% Reduced
893
ZP
Zimmer Partners
New York
$133M -$19.1M 3 2.72% Reduced
894
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$132M -$3.13M 5 8.03% Reduced
895
Formuepleje A/S
Formuepleje A/S
Denmark
$132M +$4.1M 2 9.7% Increased
896
AC
Alfreton Capital
United Kingdom
$132M $0 2 61.77% Maintained
897
CSNH
Crow's Nest Holdings
Virginia
$132M +$8.22M 2 36.37% Increased
898
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$132M -$6.4M 6 12.39% Reduced
899
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$131M -$1.56M 5 15.94% Reduced
900
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$131M +$13.9M 6 17.03% Increased