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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
1051
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$54.7M -$90.2M 3 40.35% Reduced
1052
BDS
Banco de Sabadell
Florida
$54.7M +$5.26M 9 6.59% Increased
1053
Estabrook Capital Management
Estabrook Capital Management
New York
$54.6M +$3.95M 9 8.55% Increased
1054
NEI
Northwest & Ethical Investments
Ontario, Canada
$54.4M -$5.86M 9 3.66% Reduced
1055
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$54.4M +$3.41M 7 3.17% Increased
1056
Stephens Inc
Stephens Inc
Arkansas
$54.3M +$2.46M 5 2.03% Increased
1057
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$54.3M -$13.5M 3 8.34% Reduced
1058
AKO Capital
AKO Capital
United Kingdom
$54.3M -$4.69M 1 3.21% Reduced
1059
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$54.2M +$45.3M 6 7.61% Increased
1060
InterOcean Capital
InterOcean Capital
Illinois
$54.2M +$5.27M 6 7.2% Increased
1061
Altshuler Shaham
Altshuler Shaham
Israel
$54.2M +$11.9M 3 7.17% Increased
1062
Montag & Associates
Montag & Associates
Georgia
$54.1M +$3.98M 7 5.57% Increased
1063
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$54.1M -$1.65M 4 8.45% Reduced
1064
BA
Birinyi Associates
Connecticut
$54M +$1.87M 6 22% Increased
1065
ETrade Capital Management
ETrade Capital Management
Virginia
$53.9M -$3.39M 10 1.74% Reduced
1066
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$53.9M -$5.76M 8 5.46% Reduced
1067
MAI Capital Management
MAI Capital Management
Ohio
$53.9M +$660K 8 3.06% Increased
1068
Middleton & Co
Middleton & Co
Massachusetts
$53.8M -$4.41M 6 9.64% Reduced
1069
Front Barnett Associates
Front Barnett Associates
Illinois
$53.6M -$1.34M 5 8.99% Reduced
1070
AWCI
Alpine Woods Capital Investors
New York
$53.6M +$348K 5 2.84% Increased
1071
Equity Investment Corp
Equity Investment Corp
Georgia
$53.4M -$5.03M 2 1.77% Reduced
1072
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$53.3M +$48.9M 5 4.91% Increased
1073
Main Street Research
Main Street Research
Connecticut
$53.2M -$2.7M 6 8.42% Reduced
1074
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$52.8M +$25.9M 12 1.71% Increased
1075
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$52.8M +$937K 6 5.12% Increased