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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
LRPA
L. Roy Papp & Associates
Arizona
$28.7M +$288K 4 6.3% Increased
977
Greenleaf Trust
Greenleaf Trust
Michigan
$28.7M +$527K 5 0.86% Increased
978
SAM
Symphony Asset Management
California
$28.6M -$1.78M 5 3.33% Reduced
979
GIM
Greystone Investment Management
Ohio
$28.6M +$4.23M 3 11% Increased
980
FBC
Fairfield, Bush & Co
Connecticut
$28.5M +$1.15M 5 8.32% Increased
981
Nelson Capital Management
Nelson Capital Management
California
$28.5M -$321K 7 10.28% Reduced
982
GPCM
Greenbrier Partners Capital Management
Texas
$28.5M $0 1 6.47% Maintained
983
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$28.4M -$459K 4 7.53% Reduced
984
Raymond James Trust
Raymond James Trust
Florida
$28.4M -$11.1K 7 3.04% Reduced
985
Stewart & Patten Company
Stewart & Patten Company
California
$28.4M -$119K 3 5.84% Reduced
986
MIM
Marco Investment Management
Georgia
$28.3M -$345K 7 4.91% Reduced
987
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$28.3M +$1.42M 3 9.46% Increased
988
Montag & Associates
Montag & Associates
Georgia
$28.3M +$4.51M 4 4.09% Increased
989
Atwood & Palmer
Atwood & Palmer
Missouri
$28.2M +$517K 5 5.03% Increased
990
EP Wealth Advisors
EP Wealth Advisors
California
$28.2M +$1.55M 5 5.3% Increased
991
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$28.1M +$2.15M 3 4.15% Increased
992
RCIM
Russell Clark Investment Management
United Kingdom
$28.1M -$1.35M 2 8.73% Reduced
993
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$28.1M -$10.2M 4 0.89% Reduced
994
1ST Source Bank
1ST Source Bank
Indiana
$28M -$315K 4 3.36% Reduced
995
GMIM
General Motors Investment Management
New York
$27.8M -$2.85M 5 2.42% Reduced
996
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$27.7M +$5.58M 2 1.51% Increased
997
General American Investors
General American Investors
New York
$27.7M $0 1 2.28% Maintained
998
Alpha Cubed Investments
Alpha Cubed Investments
California
$27.6M +$9.5M 8 8.58% Increased
999
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$27.5M -$448K 4 8.92% Reduced
1000
SCM
SeaStone Capital Management
New York
$27.5M -$9.19M 2 6.12% Reduced