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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
901
OAM
Oxford Asset Management
United Kingdom
$27.3M +$26.1M 2 0.74% New
902
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.3M +$27.1M 2 5.08% New
903
MCM
McKinley Capital Management
Alaska
$27.2M +$26.9M 4 1.37% New
904
PAM
PartnerRe Asset Management
Connecticut
$27.1M +$27M 8 4.38% New
905
Carret Asset Management
Carret Asset Management
New York
$27.1M +$27.6M 4 5.62% New
906
Timucuan Asset Management
Timucuan Asset Management
Florida
$27M +$26M 1 4.11% New
907
Cetera Advisor Networks
Cetera Advisor Networks
California
$26.9M +$26.6M 5 2.68% New
908
Arvest Trust
Arvest Trust
Oklahoma
$26.8M +$28.7M 3 3.07% New
909
Horan Capital Management
Horan Capital Management
Maryland
$26.7M +$26.3M 3 10.51% New
910
Evergreen Capital Management
Evergreen Capital Management
Washington
$26.7M +$26.6M 4 4.07% New
911
Gotham Asset Management
Gotham Asset Management
New York
$26.7M +$26.9M 6 1.14% New
912
BA
Birinyi Associates
Connecticut
$26.6M +$26.4M 5 16.12% New
913
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$26.6M +$28.7M 1 3.53% New
914
Jones Financial Companies
Jones Financial Companies
Missouri
$26.6M +$27.1M 7 0.28% New
915
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$26.5M +$25.4M 3 4.7% New
916
JEW
Jamison Eaton & Wood
New Jersey
$26.5M +$27.1M 4 7.65% New
917
GCM
Glynn Capital Management
California
$26.4M +$25.7M 4 10.62% New
918
Robeco Schweiz
Robeco Schweiz
Switzerland
$26.2M +$26.6M 3 2.35% New
919
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$26.2M +$25.6M 4 3.75% New
920
Sun Life Financial
Sun Life Financial
Ontario, Canada
$26.1M +$25.4M 2 2.2% New
921
Compass Capital Management
Compass Capital Management
Minnesota
$26.1M +$26.4M 3 6.35% New
922
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$26M +$26.7M 4 0.5% New
923
Arrow Financial
Arrow Financial
New York
$26M +$26.1M 5 8.34% New
924
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$26M +$26M 6 6.2% New
925
Chilton Capital Management
Chilton Capital Management
Texas
$26M +$24.8M 6 3.23% New