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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
Peconic Partners
Peconic Partners
New York
$26.3M +$17.9M 1 2.98% Increased
977
JCM
JD Capital Management
Connecticut
$26.2M -$2.38M 1 2.91% Reduced
978
CCM
Crestwood Capital Management
New York
$26.1M -$12.8M 1 3.2% Reduced
979
AIA
Alerus Investment Advisors
Minnesota
$26.1M +$1.04M 4 4.51% Increased
980
Sabal Trust
Sabal Trust
Florida
$26.1M -$10.5M 2 3.72% Reduced
981
CCC
Chelsea Counsel Company
California
$26M -$175K 4 5.08% Reduced
982
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$26M +$204K 4 2.42% Increased
983
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$26M -$1.13M 6 2.83% Reduced
984
GJCM
Grand Jean Capital Management
California
$26M -$313K 2 8.55% Reduced
985
PEAK6 Group
PEAK6 Group
Illinois
$26M +$252K 8 0.25% Increased
986
Great Lakes Advisors
Great Lakes Advisors
Illinois
$25.9M -$1.32M 5 1.07% Reduced
987
RNS
Robert N. Shapiro
$25.9M -$4.82M 8 4.92% Reduced
988
Delta Asset Management
Delta Asset Management
Tennessee
$25.8M +$267K 5 5.29% Increased
989
SCM
Summit Capital Management
Washington
$25.8M -$384K 1 9.25% Reduced
990
SM
SCFF Management
California
$25.7M $0 1 21.76% Maintained
991
BOK
Bank of Kentucky
Kentucky
$25.6M -$232K 4 5.69% Reduced
992
DCM
Destrier Capital Management
New York
$25.6M +$6.54M 2 8.48% Increased
993
KCP
KDI Capital Partners
North Carolina
$25.6M -$2.02M 2 6.61% Reduced
994
Thompson Investment Management
Thompson Investment Management
Wisconsin
$25.6M +$242K 3 4.95% Increased
995
Grandfield & Dodd
Grandfield & Dodd
New York
$25.6M -$503K 4 3.86% Reduced
996
Global Endowment Management
Global Endowment Management
North Carolina
$25.5M +$15.6M 4 3.86% Increased
997
Meeder Asset Management
Meeder Asset Management
Ohio
$25.5M +$13.4M 4 3.77% Increased
998
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25.4M -$10.9M 3 0.83% Reduced
999
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$25.3M +$264K 5 5.21% Increased
1000
AW
ACG Wealth
Georgia
$25.2M +$8.22M 5 4.77% Increased