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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
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$39.3M -$419K 6 6.24% Reduced
977
PVH
Psagot Value Holdings
Israel
$39.2M +$32M 5 1.41% Increased
978
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$39.2M +$4.39M 3 12.81% Increased
979
North Star Asset Management
North Star Asset Management
Wisconsin
$38.9M +$23.3K 7 4.68% Increased
980
SRFM
Shannon River Fund Management
New York
$38.9M +$14M 1 7.54% Increased
981
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$38.9M +$8.63M 11 3.8% Increased
982
NAM
North American Management
Massachusetts
$38.9M -$380K 4 6.24% Reduced
983
WA
Wintergreen Advisers
New Jersey
$38.9M -$12M 2 10.11% Reduced
984
Burney Company
Burney Company
Virginia
$38.8M -$1.89M 8 2.88% Reduced
985
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$38.7M +$3.52M 5 8.69% Increased
986
Convergence Investment Partners
Convergence Investment Partners
Florida
$38.7M +$15.7M 7 4.34% Increased
987
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$38.7M -$647K 6 0.58% Reduced
988
JHL Capital Group
JHL Capital Group
Illinois
$38.7M $0 1 3.39% Maintained
989
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$38.6M -$5.91M 8 5.8% Reduced
990
Raymond James Trust
Raymond James Trust
Florida
$38.6M +$5M 8 3.56% Increased
991
CCM
Chautauqua Capital Management
Colorado
$38.5M -$1.95M 4 12.17% Reduced
992
Barton Investment Management
Barton Investment Management
Pennsylvania
$38.4M +$1.26M 6 12.6% Increased
993
GCM
GoodHaven Capital Management
New Jersey
$38.1M +$7.71M 4 14.8% Increased
994
IFP Advisors
IFP Advisors
Florida
$38M +$36.6M 15 2.55% New
995
Parsons Capital Management
Parsons Capital Management
Rhode Island
$38M -$367K 7 5.35% Reduced
996
PAM
Private Asset Management
California
$38M +$204K 7 6.88% Increased
997
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$38M +$1.21M 8 8.6% Increased
998
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$37.9M +$12.8M 9 5.42% Increased
999
General American Investors
General American Investors
New York
$37.8M $0 1 3.47% Maintained
1000
NIT
NumerixS Investment Technologies
British Columbia, Canada
$37.6M -$26M 7 4.68% Reduced