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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
1026
Delta Asset Management
Delta Asset Management
Tennessee
$46.4M +$100K 12 7.17% Increased
1027
BLS Capital Fondsmaeglerselskab
BLS Capital Fondsmaeglerselskab
Denmark
$46.3M +$31.5M 1 6.79% Increased
1028
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$46.2M -$89.5K 8 6.01% Reduced
1029
Parthenon LLC
Parthenon LLC
Kentucky
$46.1M -$865K 5 10.97% Reduced
1030
CIM
Chiron Investment Management
New York
$46.1M -$24.5M 3 13.7% Reduced
1031
Payden & Rygel
Payden & Rygel
California
$46M +$632K 5 4.03% Increased
1032
NEI
Northwest & Ethical Investments
Ontario, Canada
$45.7M -$6.98M 9 3.09% Reduced
1033
RI
Redwood Investments
Massachusetts
$45.5M -$7.03M 4 4.59% Reduced
1034
Front Barnett Associates
Front Barnett Associates
Illinois
$45.5M -$476K 6 8.3% Reduced
1035
C
Chescapmanager
Maryland
$45.4M +$18.8M 2 7.67% Increased
1036
Paloma Partners
Paloma Partners
Connecticut
$45.4M -$11.3M 13 0.54% Reduced
1037
Country Club Trust
Country Club Trust
Missouri
$45.4M +$291K 6 6.64% Increased
1038
Tufton Capital Management
Tufton Capital Management
Maryland
$45.1M -$2.45M 8 9.15% Reduced
1039
Telemus Capital
Telemus Capital
Michigan
$45.1M -$933K 7 4.55% Reduced
1040
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$45M +$1.34M 6 7.24% Increased
1041
Middleton & Co
Middleton & Co
Massachusetts
$44.6M -$2.32M 6 9.5% Reduced
1042
SouthState Corp
SouthState Corp
Florida
$44.5M +$1.02M 6 5.74% Increased
1043
Halsey Associates
Halsey Associates
Connecticut
$44.5M -$2.12M 5 9.14% Reduced
1044
Penn Davis McFarland
Penn Davis McFarland
Texas
$44.4M -$655K 3 13.16% Reduced
1045
CIP
Champlain Investment Partners
Vermont
$44.2M +$4.88M 1 0.54% Increased
1046
T
TOBAM
France
$44.2M -$10M 2 1.65% Reduced
1047
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$44.2M +$1.02M 12 3.68% Increased
1048
NG
NatWest Group
United Kingdom
$44.2M +$44.9K 4 10.22% Increased
1049
HighTower Trust
HighTower Trust
Texas
$44.1M +$5.9M 5 5.06% Increased
1050
Castle Hook Partners
Castle Hook Partners
New York
$44M -$7.98M 2 2.89% Reduced