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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
1001
NWAM LLC
NWAM LLC
Washington
$171M +$119M 8 10.43% Increased
1002
Taurus Asset Management
Taurus Asset Management
New York
$171M +$2.23M 5 16.63% Increased
1003
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$170M -$3.9M 6 14.09% Reduced
1004
Avity Investment Management
Avity Investment Management
Connecticut
$170M -$3.22M 6 13.25% Reduced
1005
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$170M +$3.13M 6 13.87% Increased
1006
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$169M -$8.49M 5 10.19% Reduced
1007
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$169M -$8.31M 6 16.12% Reduced
1008
United Services Automobile Association
United Services Automobile Association
Texas
$169M -$36.7M 10 4.3% Reduced
1009
Wolverine Trading
Wolverine Trading
Illinois
$168M -$325M 15 0.18% Reduced
1010
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$168M -$30.2M 4 6.57% Reduced
1011
Plato Investment Management
Plato Investment Management
Australia
$167M +$4.31M 15 13.57% Increased
1012
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$167M +$5.27M 14 7.14% Increased
1013
Sienna Gestion
Sienna Gestion
France
$167M +$37.6M 5 11.1% Increased
1014
Kintegral Advisory
Kintegral Advisory
New York
$167M -$2.16M 9 15.29% Reduced
1015
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$166M -$44.4M 8 7.8% Reduced
1016
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$166M +$4.28M 4 22.74% Increased
1017
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$166M +$21.3M 7 3.49% Increased
1018
Giverny Capital
Giverny Capital
Quebec, Canada
$166M +$5.93M 2 6.29% Increased
1019
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$165M -$1.63M 3 8.17% Reduced
1020
Ballentine Partners
Ballentine Partners
Massachusetts
$165M +$10.3M 12 2.82% Increased
1021
Merit Financial Group
Merit Financial Group
Georgia
$165M -$20.8M 10 3.69% Reduced
1022
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$164M +$517K 7 9.22% Increased
1023
Granite Investment Partners
Granite Investment Partners
California
$164M -$1.48M 6 7.02% Reduced
1024
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$164M -$11.5M 12 11.62% Reduced
1025
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$163M -$1.75M 6 8.22% Reduced