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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
NWAM LLC
NWAM LLC
Washington
$141M +$23.1M 9 11.34% Increased
1027
Generate Investment Management
Generate Investment Management
New Zealand
$141M +$133M 3 12.17% New
1028
Burney Company
Burney Company
Virginia
$141M +$4.05M 9 5.92% Increased
1029
Verus Capital Partners
Verus Capital Partners
Arizona
$141M +$6.04M 7 17.21% Increased
1030
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$140M -$1.16M 6 9.22% Reduced
1031
Jasper Ridge Partners
Jasper Ridge Partners
California
$140M -$26.3M 9 5.61% Reduced
1032
Albion Financial Group
Albion Financial Group
Utah
$140M +$1.51M 15 11.5% Increased
1033
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$139M -$55.8M 4 2.12% Reduced
1034
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$139M -$264K 8 4.26% Reduced
1035
D.J. St. Germain
D.J. St. Germain
Massachusetts
$139M +$25.5K 13 7.24% Increased
1036
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$138M +$2.47M 7 13.23% Increased
1037
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$138M -$1.48M 3 20.47% Reduced
1038
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
$138M -$1.33M 6 11.24% Reduced
1039
Peninsula Wealth
Peninsula Wealth
California
$138M -$7.57M 7 28.46% Reduced
1040
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$138M +$261M 8 5.04% New
1041
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$137M -$1.36M 6 12.86% Reduced
1042
Donaldson Capital Management
Donaldson Capital Management
Indiana
$136M -$15.5M 6 6.11% Reduced
1043
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$136M +$1.73M 4 12.36% Increased
1044
Kanawha Capital Management
Kanawha Capital Management
Virginia
$136M -$4.16M 6 12.47% Reduced
1045
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$135M -$2.2M 5 12.89% Reduced
1046
Hartline Investment Corp
Hartline Investment Corp
Illinois
$135M +$1.66M 8 21.75% Increased
1047
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$134M -$20.9M 2 20.38% Reduced
1048
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$134M +$15.8M 14 12.01% Increased
1049
Amazon.com Inc
Amazon.com Inc
Washington
$134M $0 1 3.24% Maintained
1050
Dock Street Asset Management
Dock Street Asset Management
Florida
$134M -$2.64K 4 20.96% Reduced