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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
Venture Visionary Partners
Venture Visionary Partners
Ohio
$179M -$725K 7 7.77% Reduced
977
North of South Capital
North of South Capital
United Kingdom
$178M +$34.3M 1 26.96% Increased
978
First Long Island Investors
First Long Island Investors
New York
$178M +$1.45M 4 14.01% Increased
979
Hoey Investments
Hoey Investments
Pennsylvania
$177M $0 9 33.21% Maintained
980
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$177M -$4.06M 6 10% Reduced
981
Kanawha Capital Management
Kanawha Capital Management
Virginia
$177M -$562K 6 12.86% Reduced
982
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$177M -$583K 6 2.3% Reduced
983
Rockland Trust
Rockland Trust
Massachusetts
$175M -$9.39M 7 8.62% Reduced
984
North Star Asset Management
North Star Asset Management
Wisconsin
$175M +$164K 7 7.86% Increased
985
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$175M +$3.51M 6 12.72% Increased
986
OC
Oakmont Corp
California
$174M +$2.69M 4 33.5% Increased
987
Aquatic Capital Management
Aquatic Capital Management
Illinois
$174M +$147M 9 4.56% Increased
988
Independent Financial Group
Independent Financial Group
California
$174M -$3.57M 14 6.4% Reduced
989
Unigestion Holding
Unigestion Holding
Switzerland
$174M +$14.3M 7 8.41% Increased
990
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$174M -$1.18M 6 12.89% Reduced
991
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$174M +$1.78M 6 12.63% Increased
992
Verus Capital Partners
Verus Capital Partners
Arizona
$174M -$4.52M 6 16.97% Reduced
993
Montag & Associates
Montag & Associates
Georgia
$174M -$3.19M 15 8.21% Reduced
994
Ariel Investments
Ariel Investments
Illinois
$174M -$34.5M 4 1.77% Reduced
995
Talbot Financial
Talbot Financial
Washington
$173M +$3.28M 6 21.1% Increased
996
Twin Tree Management
Twin Tree Management
Texas
$173M -$24.4M 12 0.34% Reduced
997
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$172M -$460K 4 14.08% Reduced
998
Insight Holdings Group
Insight Holdings Group
New York
$172M -$26.7M 4 7.47% Reduced
999
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$171M +$31.3M 7 9.12% Increased
1000
Grimes & Company
Grimes & Company
Massachusetts
$171M +$14M 8 4.63% Increased