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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
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$147M +$9.8M 6 15.99% Increased
927
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$146M -$5.69M 7 6.02% Reduced
928
JCM
Jag Capital Management
Missouri
$146M +$22.6M 5 16.86% Increased
929
Rockland Trust
Rockland Trust
Massachusetts
$146M -$1.22M 7 8.72% Reduced
930
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$146M -$10.6M 6 17.92% Reduced
931
Welch Group
Welch Group
Alabama
$145M +$612K 6 8.33% Increased
932
Academy Capital Management
Academy Capital Management
Texas
$145M -$3.38M 5 29.09% Reduced
933
FAB
First American Bank
Illinois
$145M -$2.95M 5 12.57% Reduced
934
Shapiro Capital Management
Shapiro Capital Management
Georgia
$145M -$45M 2 3.82% Reduced
935
Belvedere Trading
Belvedere Trading
Illinois
$145M +$122M 3 0.26% Increased
936
PCM
Prime Capital Management
Hong Kong
$145M +$38M 2 30.16% Increased
937
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$144M $0 3 25.02% Maintained
938
Ancora Advisors
Ancora Advisors
Ohio
$144M +$1.97M 16 3.8% Increased
939
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$144M -$2.14M 6 13.47% Reduced
940
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$144M -$1.06M 5 10.99% Reduced
941
LMR Partners
LMR Partners
United Kingdom
$144M -$34.9M 7 1.6% Reduced
942
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$144M -$8.79M 6 14.27% Reduced
943
Miracle Mile Advisors
Miracle Mile Advisors
California
$144M -$1.22M 12 4.37% Reduced
944
PI
Pennant Investors
New Jersey
$144M $0 3 47.95% Maintained
945
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$144M -$17.2M 5 4.76% Reduced
946
Jasper Ridge Partners
Jasper Ridge Partners
California
$144M $0 10 7.22% Maintained
947
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$143M +$2.31M 8 12.34% Increased
948
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$143M -$6.02M 8 3.06% Reduced
949
Tran Capital Management
Tran Capital Management
California
$143M +$5.92M 3 16.88% Increased
950
GAMCO Investors
GAMCO Investors
Connecticut
$143M -$4.85M 12 1.5% Reduced