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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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$30.5M +$1.88M 5 5.24% Increased
977
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$30.5M +$736K 6 7.48% Increased
978
Grimes & Company
Grimes & Company
Massachusetts
$30.4M +$452K 6 3.92% Increased
979
CC
ClearArc Capital
Ohio
$30.4M -$11.2K 8 6.31% Reduced
980
ACP
Arrowgrass Capital Partners
United Kingdom
$30.3M +$16.9M 1 16.12% Increased
981
Carret Asset Management
Carret Asset Management
New York
$30.2M -$542K 6 6.59% Reduced
982
CCM
Chautauqua Capital Management
Colorado
$30.2M -$4.4M 3 9.93% Reduced
983
SIG
Schaller Investment Group
North Carolina
$30.2M +$745K 4 20.64% Increased
984
Matrix Asset Advisors
Matrix Asset Advisors
New York
$30.2M -$10.5M 2 4.31% Reduced
985
General American Investors
General American Investors
New York
$30.1M $0 1 2.72% Maintained
986
CA
Cullinan Associates
Kentucky
$30M -$1.67M 5 2.74% Reduced
987
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$30M -$2.87M 3 7.19% Reduced
988
Tremblant Capital Group
Tremblant Capital Group
Florida
$30M -$32M 1 1.93% Reduced
989
Delta Asset Management
Delta Asset Management
Tennessee
$29.9M +$469K 5 5.87% Increased
990
Overbrook Management Corp
Overbrook Management Corp
New York
$29.9M +$4.3M 2 4.61% Increased
991
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$29.9M +$26.7M 1 1.63% Increased
992
HHMI
Howard Hughes Medical Institute
Maryland
$29.9M +$11.2M 4 5.59% Increased
993
CWM
Concert Wealth Management
California
$29.8M +$947K 8 4.03% Increased
994
FAB
First American Bank
Illinois
$29.7M +$6.35M 5 3.26% Increased
995
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$29.7M +$399K 3 10.07% Increased
996
MCM
Mazama Capital Management
Oregon
$29.7M +$1.72M 5 6.16% Increased
997
Arrow Financial
Arrow Financial
New York
$29.7M -$533K 5 8.44% Reduced
998
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$29.7M +$7.12M 2 2.59% Increased
999
Atwood & Palmer
Atwood & Palmer
Missouri
$29.5M +$498K 7 5.77% Increased
1000
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$29.5M +$229K 4 8.39% Increased