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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
951
RCIM
Russell Clark Investment Management
United Kingdom
$27.9M +$2.03M 1 8.65% Increased
952
AA
Ancient Art
Texas
$27.8M -$12.7M 2 6.47% Reduced
953
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$27.7M -$214K 3 5.7% Reduced
954
Bandera Partners
Bandera Partners
New York
$27.7M $0 1 13.58% Maintained
955
Wilmington Funds Management
Wilmington Funds Management
Delaware
$27.7M -$5.53M 8 2.76% Reduced
956
Evergreen Capital Management
Evergreen Capital Management
Washington
$27.7M -$2.79M 4 5.01% Reduced
957
VFAM
Valley Forge Asset Management
Pennsylvania
$27.6M -$19.6M 1 2.66% Reduced
958
PointState Capital
PointState Capital
New York
$27.5M -$16.3M 2 0.35% Reduced
959
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$27.5M +$122K 5 3.74% Increased
960
KCP
KDI Capital Partners
North Carolina
$27.4M -$179K 2 6.72% Reduced
961
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$27.3M -$448K 3 6.98% Reduced
962
Crosslink Capital
Crosslink Capital
California
$27.3M -$34.1M 1 2.47% Reduced
963
Progressive Investment Management
Progressive Investment Management
Oregon
$27.3M -$4.56M 2 9.34% Reduced
964
Halsey Associates
Halsey Associates
Connecticut
$27.2M +$1.47M 4 6.21% Increased
965
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$27.1M +$26.1M 7 22.09% New
966
ICC Capital Management
ICC Capital Management
Florida
$27M -$6.83M 5 2.25% Reduced
967
Robeco Schweiz
Robeco Schweiz
Switzerland
$26.8M +$2.67M 3 2.37% Increased
968
Arden Trust
Arden Trust
Delaware
$26.8M -$1.17M 7 3.26% Reduced
969
MAI Capital Management
MAI Capital Management
Ohio
$26.7M -$1.96M 6 2.84% Reduced
970
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$26.7M +$782K 5 3.64% Increased
971
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$26.6M -$2.2M 5 4.25% Reduced
972
MC
MSF Capital
New York
$26.6M -$2.5M 2 6.06% Reduced
973
PartnerRe Asset Management
PartnerRe Asset Management
Connecticut
$26.5M -$1.5M 8 4.57% Reduced
974
First Niagara Bank
First Niagara Bank
New York
$26.5M -$643K 5 5.11% Reduced
975
First Long Island Investors
First Long Island Investors
New York
$26.5M -$329K 3 6.7% Reduced