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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
OFI Advisors
OFI Advisors
Pennsylvania
$27.5M +$2.38M 8 1.97% Increased
952
KAS
Kemnay Advisory Services
New York
$27.5M +$14.4M 5 9.96% Increased
953
MCI
McDonald Capital Investors
California
$27.4M -$99K 1 3.53% Reduced
954
Kimelman & Baird
Kimelman & Baird
New York
$27.4M +$5.19M 3 4.82% Increased
955
FAB
First American Bank
Illinois
$27.4M -$1.64M 5 2.94% Reduced
956
QI
Quotient Investors
New York
$27.3M -$2.3M 5 5.91% Reduced
957
Ledyard National Bank
Ledyard National Bank
$27.1M -$54.3K 6 4.53% Reduced
958
NEI
Northwest & Ethical Investments
Ontario, Canada
$27.1M -$615K 4 1.68% Reduced
959
MAM
Mizuho Asset Management
Japan
$27M -$6.67M 9 5.88% Reduced
960
CCT
Chemung Canal Trust
New York
$27M +$5.68M 4 5.36% Increased
961
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$27M +$45.9K 4 1.47% Increased
962
Evergreen Capital Management
Evergreen Capital Management
Washington
$27M +$18.9K 4 5.31% Increased
963
EULAV Asset Management
EULAV Asset Management
Florida
$27M +$3.01M 6 1.45% Increased
964
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$26.8M +$1.57M 5 6.1% Increased
965
Nelson Capital Management
Nelson Capital Management
California
$26.8M +$1.09M 7 10.74% Increased
966
Webster Bank
Webster Bank
Connecticut
$26.8M -$12.4M 5 4.63% Reduced
967
PP
Prospector Partners
Connecticut
$26.8M +$591K 2 1.28% Increased
968
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$26.8M -$298K 4 4.38% Reduced
969
Arrow Financial
Arrow Financial
New York
$26.7M +$457K 5 7.23% Increased
970
RCM
Rockshelter Capital Management
Pennsylvania
$26.7M +$14.7K 1 7.14% Increased
971
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$26.6M +$544K 3 5.62% Increased
972
FBC
Fairfield, Bush & Co
Connecticut
$26.6M +$8.66M 5 7.81% Increased
973
ASA
Armstrong Shaw Associates
Connecticut
$26.5M -$14.1M 2 4.78% Reduced
974
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$26.3M +$594K 5 8.11% Increased
975
Kanawha Capital Management
Kanawha Capital Management
Virginia
$26.3M +$391K 4 4.82% Increased