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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
976
AFG
American Financial Group
Ohio
$23M +$21.8M 1 2.05% New
977
BTP
Bloom Tree Partners
New York
$22.9M +$22.1M 1 5.63% New
978
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$22.9M +$23.7M 3 6.37% New
979
BHF Kleinwort Benson Group
BHF Kleinwort Benson Group
Belgium
$22.9M +$22.3M 6 2.88% New
980
Gerstein Fisher
Gerstein Fisher
New York
$22.9M +$23.1M 5 5.51% New
981
SC
Saiers Capital
New York
$22.8M +$24.6M 3 2.51% New
982
FAM
Fiduciary Asset Management
Missouri
$22.6M +$22.8M 2 4.97% New
983
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$22.6M +$23M 7 6.27% New
984
SMI
Shelter Mutual Insurance
Missouri
$22.6M +$24.2M 2 6.66% New
985
HMI Capital Management
HMI Capital Management
California
$22.6M +$24.4M 1 17.86% New
986
Willis Investment Counsel
Willis Investment Counsel
Georgia
$22.4M +$21.3M 1 2.56% New
987
Fulton Bank
Fulton Bank
Pennsylvania
$22.4M +$22.8M 5 2.8% New
988
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$22.4M +$22M 6 4.43% New
989
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$22.3M +$22.5M 3 5.96% New
990
SWITC
Stewart West Indies Trading Company
Colorado
$22.3M +$23.8M 1 2.59% New
991
BAMCO Inc
BAMCO Inc
New York
$22.3M +$21.4M 3 0.12% New
992
Stephens Inc
Stephens Inc
Arkansas
$22.3M +$22.5M 7 1.25% New
993
FC
Farley Capital
New York
$22.3M +$21.5M 1 16.91% New
994
Perpetual Ltd
Perpetual Ltd
Australia
$22.2M +$21.3M 4 3.34% New
995
BIC
Bridges Investment Counsel
Nebraska
$22.2M +$22.6M 5 5.71% New
996
TAM
Telemark Asset Management
Massachusetts
$22.2M +$21.3M 1 8.45% New
997
Pitcairn
Pitcairn
Pennsylvania
$22.2M +$21.9M 5 2.97% New
998
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$22.1M +$22.6M 5 6.34% New
999
RIG
Roosevelt Investment Group
New York
$22.1M +$22.7M 4 0.99% New
1000
HPA
Hilltop Park Associates
New York
$22.1M +$12.7M 1 27.15% New