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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
BTR Capital Management
BTR Capital Management
California
$37.5M +$272K 5 8.61% Increased
977
IVMX
Institutional Venture Management XIV
California
$37.5M $0 1 64.23% Maintained
978
AI
ArchPoint Investors
Florida
$37.4M -$19.9M 4 21.36% Reduced
979
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$37.3M +$136K 6 5.26% Increased
980
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$37.2M -$328K 6 3.63% Reduced
981
RNC Capital Management
RNC Capital Management
California
$36.9M +$20.1M 6 3.45% Increased
982
Country Club Trust
Country Club Trust
Missouri
$36.8M +$1.07M 7 5.34% Increased
983
SIG
Schaller Investment Group
North Carolina
$36.7M -$102K 4 27.21% Reduced
984
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$36.6M -$41M 3 1.98% Reduced
985
SIM
Summitview Investment Management
Cayman Islands
$36.6M +$15.7M 1 50.46% Increased
986
Front Barnett Associates
Front Barnett Associates
Illinois
$36.5M -$415K 5 7.41% Reduced
987
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$36.4M -$7.32M 6 5.64% Reduced
988
MB Financial Bank - Trust Department
MB Financial Bank - Trust Department
Illinois
$36.4M +$28.5K 6 4.04% Increased
989
Aviance Capital Management
Aviance Capital Management
Florida
$36M -$2.13M 5 1.08% Reduced
990
OAM
Oxford Asset Management
United Kingdom
$35.9M +$11.8M 4 1.18% Increased
991
Halsey Associates
Halsey Associates
Connecticut
$35.9M -$307K 5 7.98% Reduced
992
Trust Company of Vermont
Trust Company of Vermont
Vermont
$35.7M +$758K 8 4.74% Increased
993
Curi RMB Capital
Curi RMB Capital
Illinois
$35.6M +$7.96M 6 1.86% Increased
994
MC
MIG Capital
California
$35.5M +$431K 2 7.72% Increased
995
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$35.5M -$1.13M 7 2.46% Reduced
996
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$35.4M +$404K 10 4.47% Increased
997
CC
ClearArc Capital
Ohio
$35.4M -$325K 8 6.87% Reduced
998
CCM
Crestwood Capital Management
New York
$35.4M -$2.68M 2 8.88% Reduced
999
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$35.3M +$564K 4 9.98% Increased
1000
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$35.3M +$430K 6 6.35% Increased