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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
Polaris Capital Management
Polaris Capital Management
Massachusetts
$72.7M +$3.81M 2 3.17% Increased
977
AKO Capital
AKO Capital
United Kingdom
$72.5M -$73.1K 1 3.7% Reduced
978
PHAM
Portland Hill Asset Management
United Kingdom
$72.5M -$7.74K 4 31.32% Reduced
979
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$72.3M +$195K 6 5.99% Increased
980
Carrhae Capital
Carrhae Capital
United Kingdom
$72.2M +$14.6M 2 21.92% Increased
981
Cumberland Partners
Cumberland Partners
Ontario, Canada
$72.2M +$31.2K 7 6.89% Increased
982
InterOcean Capital
InterOcean Capital
Illinois
$71.9M +$1.95M 7 7.5% Increased
983
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$71.8M -$502K 4 25.45% Reduced
984
Torray Investment Partners
Torray Investment Partners
Maryland
$71.6M -$976K 6 7.15% Reduced
985
FAB
First American Bank
Illinois
$71.6M +$69M 8 4.93% New
986
GRQ
Gardner Russo & Quinn
Pennsylvania
$71.6M +$365K 5 0.52% Increased
987
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$71.5M +$1.08M 6 10% Increased
988
SouthState Corp
SouthState Corp
Florida
$71.3M +$77.5K 7 7.34% Increased
989
ETrade Capital Management
ETrade Capital Management
Virginia
$71.3M +$2.84M 11 2.05% Increased
990
Ledyard National Bank
Ledyard National Bank
$71M -$289K 10 8.09% Reduced
991
ETF Managers Group
ETF Managers Group
New Jersey
$70.7M -$11.7M 7 2.67% Reduced
992
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$70.7M +$2.67M 9 8.84% Increased
993
Delta Asset Management
Delta Asset Management
Tennessee
$70.7M +$1.08M 10 9.41% Increased
994
UAM
UAS Asset Management
New York
$70.6M +$3.76M 5 30.58% Increased
995
NM
Nokota Management
New York
$70.4M -$59.1M 3 1.1% Reduced
996
SIP
Stoneridge Investment Partners
Pennsylvania
$70.3M -$11.3M 6 14.96% Reduced
997
CLM
ClearBridge LLC (Maryland)
Maryland
$70.3M -$579M 6 17.22% Reduced
998
Huber Capital Management
Huber Capital Management
California
$70.2M -$2.48M 4 4.55% Reduced
999
ET
Equitable Trust
Tennessee
$69.9M -$5.56M 8 8.14% Reduced
1000
ECAM
East Coast Asset Management
Massachusetts
$69.9M -$96.2K 5 18.14% Reduced