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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
FC
Farley Capital
New York
$30.9M $0 1 19.26% Maintained
902
Stewart & Patten Company
Stewart & Patten Company
California
$30.8M -$507K 4 6.18% Reduced
903
LRPA
L. Roy Papp & Associates
Arizona
$30.7M +$1.16M 4 6.63% Increased
904
SIP
Stoneridge Investment Partners
Pennsylvania
$30.6M +$7.31M 4 5.88% Increased
905
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$30.6M +$155K 3 4.85% Increased
906
Parthenon LLC
Parthenon LLC
Kentucky
$30.5M -$49.5K 4 9.32% Reduced
907
SCM
Suvretta Capital Management
New York
$30.5M +$27.6M 1 4.09% New
908
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$30.4M +$3.39M 2 11.44% Increased
909
JAM
JCIC Asset Management
Ontario, Canada
$30.4M -$12.3M 2 5.87% Reduced
910
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$30.3M -$1.7M 5 2.68% Reduced
911
SG
Swarthmore Group
Pennsylvania
$30.3M +$27.1M 2 3.52% Increased
912
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$30.2M -$193K 2 4.79% Reduced
913
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$30.2M +$8.06M 5 5.41% Increased
914
BCM
Boltwood Capital Management
California
$30.1M +$5.04M 5 9.86% Increased
915
OAM
Oxford Asset Management
United Kingdom
$30.1M +$9.27M 5 0.76% Increased
916
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$30.1M +$1.19M 6 4.83% Increased
917
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$30.1M +$5.28M 4 4.1% Increased
918
GIM
Greystone Investment Management
Ohio
$29.8M +$3.2M 4 11.87% Increased
919
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$29.8M +$44K 4 7.99% Increased
920
ZAM
Zenit Asset Management
Sweden
$29.8M -$74.6M 1 5.17% Reduced
921
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$29.7M +$24.7M 8 1.45% Increased
922
IG
Ithaka Group
Virginia
$29.7M +$3.5M 3 5.61% Increased
923
Private Management Group
Private Management Group
California
$29.7M -$10.6M 1 2.02% Reduced
924
1ST Source Bank
1ST Source Bank
Indiana
$29.7M -$588K 4 3.99% Reduced
925
Curi RMB Capital
Curi RMB Capital
Illinois
$29.6M -$892K 5 2.05% Reduced