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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
926
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$29.5M +$4.7M 5 0.45% Increased
927
Convergence Investment Partners
Convergence Investment Partners
Florida
$29.4M +$5.69M 6 4.78% Increased
928
Kiwi Wealth Investments Limited Partnership
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.3M -$6.12M 1 3.71% Reduced
929
Mariner Wealth Advisors (Cincinnati)
Mariner Wealth Advisors (Cincinnati)
Ohio
$29.3M -$1.92M 5 4.83% Reduced
930
Prospector Partners
Prospector Partners
Connecticut
$29.3M -$5.64M 3 1.3% Reduced
931
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$29.3M -$2.39M 4 3.53% Reduced
932
JEW
Jamison Eaton & Wood
New Jersey
$29.1M -$284K 4 7.56% Reduced
933
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$29.1M -$900K 2 1.41% Reduced
934
Amalgamated Bank
Amalgamated Bank
New York
$29M +$11M 7 4.93% Increased
935
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$28.9M +$22M 3 3.57% Increased
936
ARTA
A.R.T. Advisors
New York
$28.9M -$13M 6 1.54% Reduced
937
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$28.9M -$20.4M 4 4.49% Reduced
938
Carret Asset Management
Carret Asset Management
New York
$28.8M -$528K 4 5.89% Reduced
939
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$28.8M -$6.77M 4 4.28% Reduced
940
Janney Capital Management
Janney Capital Management
Pennsylvania
$28.8M +$2.1M 2 2.13% Increased
941
Arrow Financial
Arrow Financial
New York
$28.7M -$1.24M 6 8.24% Reduced
942
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$28.6M +$18.9M 4 5.79% Increased
943
CEI
Clark Estates Inc
New York
$28.6M -$223K 4 4.06% Reduced
944
GJCM
Grand Jean Capital Management
California
$28.5M -$61M 3 10.06% Reduced
945
Arvest Trust
Arvest Trust
Oklahoma
$28.5M -$622K 3 2.83% Reduced
946
Cacti Asset Management
Cacti Asset Management
Georgia
$28.5M +$4.22M 2 4.29% Increased
947
Taurus Asset Management
Taurus Asset Management
New York
$28.3M +$1.45M 5 5.83% Increased
948
LHC
Levy Harkins & Co
New York
$28.3M -$78.3K 2 10.3% Reduced
949
River Global Investors
River Global Investors
United Kingdom
$28M -$2.91M 2 6.93% Reduced
950
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$28M -$945K 7 4.03% Reduced