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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
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$45.1M +$3.14M 6 7.55% Increased
952
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$45.1M +$1.54M 6 4.55% Increased
953
Dowling & Yahnke
Dowling & Yahnke
California
$45M +$26.3K 7 5.03% Increased
954
BG
Bollard Group
Massachusetts
$44.9M +$6.01M 8 2.93% Increased
955
Samlyn Capital
Samlyn Capital
New York
$44.9M -$57.7M 1 1.02% Reduced
956
Payden & Rygel
Payden & Rygel
California
$44.9M +$3.7M 5 4.14% Increased
957
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$44.7M +$44.9M 9 5.46% New
958
Woodstock Corp
Woodstock Corp
Massachusetts
$44.6M -$442K 8 9.04% Reduced
959
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$44.5M -$4.91M 5 8.54% Reduced
960
CC
Colrain Capital
Massachusetts
$44.2M +$645K 4 9.27% Increased
961
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$44.2M +$3.62M 6 5.88% Increased
962
Taurus Asset Management
Taurus Asset Management
New York
$43.8M -$6.67M 6 7.94% Reduced
963
Royce & Associates
Royce & Associates
New York
$43.7M +$2.85M 2 0.28% Increased
964
NEI
Northwest & Ethical Investments
Ontario, Canada
$43.7M +$5.38M 8 3.01% Increased
965
Virtu KCG Holdings
Virtu KCG Holdings
New York
$43.6M -$13.3M 19 1.08% Reduced
966
IFP Advisors
IFP Advisors
Florida
$43.6M +$7.75M 18 2.1% Increased
967
Parthenon LLC
Parthenon LLC
Kentucky
$43.5M -$577K 5 10.69% Reduced
968
OAMG
Odey Asset Management Group
United Kingdom
$43.5M -$143M 3 4.56% Reduced
969
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$43.3M -$271K 4 8.17% Reduced
970
Parsons Capital Management
Parsons Capital Management
Rhode Island
$43.1M +$272K 7 5.73% Increased
971
CPM
Crescent Park Management
California
$43M -$2.08M 1 9.73% Reduced
972
Sandy Spring Bank
Sandy Spring Bank
Maryland
$43M +$1.43M 10 4.46% Increased
973
ID
Integral Derivatives
New York
$42.9M +$36.1M 7 0.79% Increased
974
CIP
Champlain Investment Partners
Vermont
$42.8M +$1.88M 1 0.59% Increased
975
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$42.7M -$434K 4 5.02% Reduced