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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
BloombergSen
BloombergSen
Ontario, Canada
$148M -$695K 2 7.89% Reduced
952
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$147M +$31.1M 9 3.66% Increased
953
Dowling & Yahnke
Dowling & Yahnke
California
$147M +$2.94M 8 6.4% Increased
954
Academy Capital Management
Academy Capital Management
Texas
$147M +$14.4M 5 23.51% Increased
955
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$147M -$16.2M 4 6.4% Reduced
956
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$147M $0 5 13.31% Maintained
957
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$147M -$2.62M 6 10.82% Reduced
958
RIM
Redpoint Investment Management
Australia
$146M +$405K 13 14.65% Increased
959
Seizert Capital Partners
Seizert Capital Partners
Michigan
$146M +$45.3M 5 6.71% Increased
960
Joel Isaacson & Co
Joel Isaacson & Co
New York
$146M +$814K 11 10.74% Increased
961
Bristlecone Advisors
Bristlecone Advisors
Washington
$146M -$2.44M 5 17.93% Reduced
962
Calamos Wealth Management
Calamos Wealth Management
Illinois
$146M -$7.93M 9 10.9% Reduced
963
Moors & Cabot
Moors & Cabot
Massachusetts
$146M +$3.12M 11 8.96% Increased
964
North Star Asset Management
North Star Asset Management
Wisconsin
$145M +$908K 8 8% Increased
965
HoyleCohen
HoyleCohen
California
$145M -$3.17M 8 12.41% Reduced
966
Dakota Wealth Management
Dakota Wealth Management
Florida
$145M +$35.6M 9 11.75% Increased
967
MVG
Madrona Venture Group
Washington
$145M $0 1 42.81% Maintained
968
Albion Financial Group
Albion Financial Group
Utah
$145M -$15.9M 17 12.32% Reduced
969
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$145M +$12.8M 5 17.12% Increased
970
Todd Asset Management
Todd Asset Management
Kentucky
$144M +$3.1M 6 3.18% Increased
971
Capital Investment Advisors
Capital Investment Advisors
Georgia
$144M +$1.71M 9 4.41% Increased
972
Azimuth Capital Management
Azimuth Capital Management
Michigan
$144M -$12.2M 6 6.18% Reduced
973
First Long Island Investors
First Long Island Investors
New York
$144M -$3.06M 5 12.27% Reduced
974
Giverny Capital
Giverny Capital
Quebec, Canada
$144M +$1.09M 4 8.13% Increased
975
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$144M +$42.3M 2 2.67% Increased