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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
Middleton & Co
Middleton & Co
Massachusetts
$38.7M -$1.01M 6 8.97% Reduced
977
Wedge Capital Management
Wedge Capital Management
North Carolina
$38.6M -$3.15M 3 0.4% Reduced
978
Eastern Bank
Eastern Bank
Massachusetts
$38.5M -$3.62M 6 3.14% Reduced
979
SAM
Symphony Asset Management
California
$38.4M +$4.15M 5 4.16% Increased
980
SIG
Schaller Investment Group
North Carolina
$38.4M -$13.6M 4 23.84% Reduced
981
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$38.3M -$15.4M 7 4.02% Reduced
982
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$38.1M +$4.22M 3 27.36% Increased
983
Boston Financial Management
Boston Financial Management
Massachusetts
$38M -$2.52M 6 5.71% Reduced
984
TT International
TT International
United Kingdom
$38M +$14.7M 3 14.77% Increased
985
MC
MIG Capital
California
$37.8M +$3.19M 2 8.17% Increased
986
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$37.8M +$3.58M 5 4.18% Increased
987
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$37.8M +$2.95M 8 4.64% Increased
988
CCM
Crestwood Capital Management
New York
$37.7M +$6.47M 2 7.46% Increased
989
TGI
Tradewinds Global Investors
California
$37.7M +$1.93M 4 2.28% Increased
990
Visium Asset Management
Visium Asset Management
New York
$37.7M +$2.78M 6 0.64% Increased
991
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$37.7M +$843K 9 4.38% Increased
992
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$37.7M +$159K 8 8.52% Increased
993
PVH
Psagot Value Holdings
Israel
$37.6M -$1.61M 4 1.56% Reduced
994
General American Investors
General American Investors
New York
$37.6M $0 1 3.88% Maintained
995
NIT
NumerixS Investment Technologies
British Columbia, Canada
$37.5M +$1.29M 7 4.32% Increased
996
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$37.5M +$3.81M 3 6.97% Increased
997
Cacti Asset Management
Cacti Asset Management
Georgia
$37.4M +$1.34M 3 4.03% Increased
998
Vident Investment Advisory
Vident Investment Advisory
Georgia
$37.3M +$29.5M 4 2.3% Increased
999
MTIP
Magee Thomson Investment Partners
California
$37.3M -$243K 3 11.76% Reduced
1000
SH
Svenska Handelsbanken
Sweden
$37.2M -$2.44M 5 4% Reduced