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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
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$49.2M +$5.66M 6 4.4% Increased
1027
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$49.1M -$224K 4 9.55% Reduced
1028
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$49.1M +$12.2M 5 1.66% Increased
1029
ECAM
East Coast Asset Management
Massachusetts
$49.1M -$4.23K 6 12.87% Reduced
1030
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$49M +$10.2M 7 3.49% Increased
1031
PAM
Private Asset Management
California
$48.9M +$63.9K 7 7.88% Increased
1032
Parsons Capital Management
Parsons Capital Management
Rhode Island
$48.7M -$727K 7 5.74% Reduced
1033
AWCI
Alpine Woods Capital Investors
New York
$48.5M +$2.89M 5 2.48% Increased
1034
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$48.5M +$875K 8 5.98% Increased
1035
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$48.5M -$926K 10 4.2% Reduced
1036
Polaris Capital Management
Polaris Capital Management
Massachusetts
$48.5M +$2.45M 2 2.71% Increased
1037
Parthenon LLC
Parthenon LLC
Kentucky
$48.4M -$257K 5 11.43% Reduced
1038
Mariner
Mariner
Kansas
$48.3M +$2.77M 8 2.18% Increased
1039
Churchill Management
Churchill Management
California
$48.2M -$26.2M 3 1.19% Reduced
1040
SIP
Stoneridge Investment Partners
Pennsylvania
$48.2M +$6.7M 8 7.58% Increased
1041
Oribel Capital Management
Oribel Capital Management
New York
$48.1M +$15.9M 5 9.92% Increased
1042
QCI Asset Management
QCI Asset Management
New York
$48M -$312K 7 5.34% Reduced
1043
Ashmore Group
Ashmore Group
United Kingdom
$47.9M +$13.8M 1 22.11% Increased
1044
River Road Asset Management
River Road Asset Management
Kentucky
$47.8M -$19.7M 2 0.94% Reduced
1045
Front Barnett Associates
Front Barnett Associates
Illinois
$47.7M +$507K 6 8.39% Increased
1046
SRS Investment Management
SRS Investment Management
New York
$47.6M +$46.6M 1 0.98% New
1047
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$47.4M +$1.09M 11 3.73% Increased
1048
Willis Investment Counsel
Willis Investment Counsel
Georgia
$47.4M -$1.91M 2 3.42% Reduced
1049
Hikari Power
Hikari Power
Japan
$47.3M $0 2 6.11% Maintained
1050
Jefferies Group
Jefferies Group
New York
$47.3M -$103M 10 0.31% Reduced