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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
$200M +$9.6M 8 8.47% Increased
977
Contrarius Group Holdings
Contrarius Group Holdings
Bermuda
$200M +$192M 4 12.24% New
978
Kadensa Capital
Kadensa Capital
Hong Kong
$199M +$145M 3 24.16% Increased
979
CA
Cullinan Associates
Kentucky
$198M -$26.5M 6 12.72% Reduced
980
Hosking Partners
Hosking Partners
United Kingdom
$198M -$22.3M 2 7.74% Reduced
981
Motley Fool Wealth Management
Motley Fool Wealth Management
Virginia
$198M -$23.6M 3 10.2% Reduced
982
Destination Wealth Management
Destination Wealth Management
California
$198M -$2.71M 6 6.18% Reduced
983
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$197M +$1.13M 6 14.1% Increased
984
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$197M -$1.19M 6 7.99% Reduced
985
Sigma Planning Corp
Sigma Planning Corp
Michigan
$197M -$11.4M 12 6.18% Reduced
986
Weiss Asset Management
Weiss Asset Management
Massachusetts
$196M +$64.7M 6 3.67% Increased
987
Kimelman & Baird
Kimelman & Baird
New York
$195M -$2.69M 10 15.54% Reduced
988
Verus Capital Partners
Verus Capital Partners
Arizona
$194M +$5.09M 7 18.53% Increased
989
Oakmont Corp
Oakmont Corp
California
$194M +$8.69M 4 33.96% Increased
990
Delta Asset Management
Delta Asset Management
Tennessee
$194M -$3.24M 11 17.36% Reduced
991
Provident Investment Management
Provident Investment Management
Michigan
$193M -$432K 4 18.45% Reduced
992
Giverny Capital
Giverny Capital
Quebec, Canada
$193M +$4.34M 3 7.06% Increased
993
Albion Financial Group
Albion Financial Group
Utah
$193M +$464K 13 13.22% Increased
994
Natixis Investment Managers International
Natixis Investment Managers International
France
$193M -$8.69M 7 14.93% Reduced
995
Welch Group
Welch Group
Alabama
$193M +$208K 7 8.69% Increased
996
Optiver Holding
Optiver Holding
Netherlands
$192M -$54M 10 0.1% Reduced
997
Plato Investment Management
Plato Investment Management
Australia
$192M +$11M 16 14.1% Increased
998
First Long Island Investors
First Long Island Investors
New York
$192M -$1.08M 4 15.24% Reduced
999
NBT Bank
NBT Bank
New York
$191M -$3.1M 9 13.33% Reduced
1000
Principal Securities
Principal Securities
Iowa
$191M +$14.5M 26 4.31% Increased