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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
MIS
Morningstar Investment Services
Illinois
$35.3M +$3.05M 6 1.82% Increased
902
Paloma Partners
Paloma Partners
Connecticut
$35.3M +$20.6M 7 1.62% Increased
903
D.J. St. Germain
D.J. St. Germain
Massachusetts
$35.2M +$89.6K 4 5.31% Increased
904
Greenleaf Trust
Greenleaf Trust
Michigan
$35.1M +$494K 5 1.16% Increased
905
Parsons Capital Management
Parsons Capital Management
Rhode Island
$35M -$386K 7 4.85% Reduced
906
GIM
Gyrus Investment Management
Ontario, Canada
$34.9M +$951K 4 6.11% Increased
907
Parthenon LLC
Parthenon LLC
Kentucky
$34.9M +$262K 4 10.07% Increased
908
ECM
Empire Capital Management
Connecticut
$34.8M -$2.85M 5 8.49% Reduced
909
Light Street Capital Management
Light Street Capital Management
California
$34.8M +$9.9M 2 4.92% Increased
910
Compass Capital Management
Compass Capital Management
Minnesota
$34.7M -$469K 3 6.68% Reduced
911
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$34.6M -$389K 3 8.78% Reduced
912
Maryland Capital Management
Maryland Capital Management
Maryland
$34.5M -$247K 5 5.97% Reduced
913
DCM
Destrier Capital Management
New York
$34.5M +$7.72M 2 8.67% Increased
914
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$34.5M -$144K 5 6.56% Reduced
915
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$34.4M +$31.3K 4 5.34% Increased
916
FAM
Foxhaven Asset Management
Virginia
$34.4M +$5.39M 2 7.57% Increased
917
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$34.4M -$245K 4 6.73% Reduced
918
Dearborn Partners
Dearborn Partners
Illinois
$34.3M -$617K 5 3.32% Reduced
919
AWCI
Alpine Woods Capital Investors
New York
$34.3M -$505K 2 1.82% Reduced
920
SM
Scoggin Management
New York
$34.2M +$9.24M 2 1.81% Increased
921
Capital One National Association
Capital One National Association
New York
$34.2M -$2.48M 6 3.37% Reduced
922
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$34.1M +$1.12M 6 6.25% Increased
923
JAM
JCIC Asset Management
Ontario, Canada
$34M -$105K 3 6.37% Reduced
924
CIA
CSat Investment Advisory
Michigan
$34M +$12.7M 3 14.22% Increased
925
Robeco Schweiz
Robeco Schweiz
Switzerland
$34M +$1.58M 4 2.72% Increased