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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
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$160M +$5.77M 13 6.66% Increased
1027
Montag & Associates
Montag & Associates
Georgia
$160M -$543K 15 8.02% Reduced
1028
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$159M +$3.29M 6 12.99% Increased
1029
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$159M +$10.1M 2 7.71% Increased
1030
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$159M +$37.3M 5 10.23% Increased
1031
HUB Investment Partners
HUB Investment Partners
Texas
$159M +$27.4M 12 6.32% Increased
1032
Trexquant Investment
Trexquant Investment
Connecticut
$159M -$82.5M 18 1.85% Reduced
1033
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$159M +$6.33M 12 4.74% Increased
1034
Oakmont Corp
Oakmont Corp
California
$159M -$13.2M 4 31.31% Reduced
1035
United Services Automobile Association
United Services Automobile Association
Texas
$159M +$1.4M 12 4.88% Increased
1036
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$159M -$1.12M 4 12.89% Reduced
1037
Giverny Capital
Giverny Capital
Quebec, Canada
$158M -$304K 3 5.83% Reduced
1038
Taurus Asset Management
Taurus Asset Management
New York
$157M -$216K 5 15.93% Reduced
1039
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$157M -$2.52M 9 4.79% Reduced
1040
Ballentine Partners
Ballentine Partners
Massachusetts
$157M +$691K 12 2.71% Increased
1041
Level Four Advisory Services
Level Four Advisory Services
Texas
$156M +$897K 11 6.44% Increased
1042
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$156M -$2.8M 6 13.07% Reduced
1043
Petrus Trust Company
Petrus Trust Company
Texas
$156M +$18.1M 6 14.56% Increased
1044
First Long Island Investors
First Long Island Investors
New York
$156M -$10.7M 4 12.83% Reduced
1045
Procyon Advisors
Procyon Advisors
Connecticut
$155M +$16M 11 9.38% Increased
1046
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$155M +$6.2M 6 7.8% Increased
1047
Grimes & Company
Grimes & Company
Massachusetts
$155M +$858K 8 4.79% Increased
1048
Hoey Investments
Hoey Investments
Pennsylvania
$155M -$10.3M 9 30.18% Reduced
1049
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$154M -$155K 6 15.65% Reduced
1050
Avity Investment Management
Avity Investment Management
Connecticut
$154M -$3.56M 6 12.47% Reduced