← All themes

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
1001
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$28.7M +$29.5M 3 2.64% New
1002
JEW
Jamison Eaton & Wood
New Jersey
$28.7M -$449K 4 8% Reduced
1003
Delta Asset Management
Delta Asset Management
Tennessee
$28.7M +$154K 5 5.81% Increased
1004
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$28.5M -$1.29M 4 2.39% Reduced
1005
GSA Capital Partners
GSA Capital Partners
United Kingdom
$28.5M +$7.14M 10 1.5% Increased
1006
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$28.5M +$1.08M 4 1.59% Increased
1007
GCM
Grandmaster Capital Management
California
$28.3M +$314K 1 11.74% Increased
1008
Sabal Trust
Sabal Trust
Florida
$28.2M -$789K 2 3.78% Reduced
1009
Grandfield & Dodd
Grandfield & Dodd
New York
$28M -$193K 4 4.4% Reduced
1010
ACM
Azentus Capital Management
Hong Kong
$28M +$28.3M 1 19.32% New
1011
Halsey Associates
Halsey Associates
Connecticut
$27.9M -$47.9K 5 6.28% Reduced
1012
RCIM
Russell Clark Investment Management
United Kingdom
$27.9M -$1.74M 1 9.76% Reduced
1013
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$27.8M -$3.31M 3 12.09% Reduced
1014
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$27.7M -$5.17M 7 6.52% Reduced
1015
Kanawha Capital Management
Kanawha Capital Management
Virginia
$27.7M +$181K 4 5.06% Increased
1016
MAM
Mizuho Asset Management
Japan
$27.7M -$21.8K 9 5.95% Reduced
1017
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$27.5M +$56.1K 5 2.57% Increased
1018
AIA
Alerus Investment Advisors
Minnesota
$27.5M +$334K 4 4.76% Increased
1019
LHC
Levy Harkins & Co
New York
$27.4M -$3.3M 2 11.09% Reduced
1020
FBC
Fairfield, Bush & Co
Connecticut
$27.3M -$167K 5 7.84% Reduced
1021
Stephens Inc
Stephens Inc
Arkansas
$27.2M +$1.85M 7 1.35% Increased
1022
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$27.2M +$3.1M 3 19.96% Increased
1023
BOK
Bank of Kentucky
Kentucky
$27.2M -$226K 4 6% Reduced
1024
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$27.2M -$666K 4 4.59% Reduced
1025
CCC
Chelsea Counsel Company
California
$27M +$217K 4 5.39% Increased