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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
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$133M -$505K 2 0.48% Reduced
1052
RCM
Ratan Capital Management
Florida
$133M +$11.9M 4 20.35% Increased
1053
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$133M -$2.57M 8 8.55% Reduced
1054
GMT Capital
GMT Capital
Georgia
$133M -$3.57M 5 10.25% Reduced
1055
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$132M -$165K 6 12.06% Reduced
1056
Kings Point Capital Management
Kings Point Capital Management
New York
$132M -$2.08M 11 10.83% Reduced
1057
Everence Capital Management
Everence Capital Management
Indiana
$132M +$610K 9 9.8% Increased
1058
Norris Perne & French
Norris Perne & French
Michigan
$132M +$1.12M 5 10.21% Increased
1059
Compass Capital Management
Compass Capital Management
Minnesota
$131M -$2.33M 2 8.79% Reduced
1060
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$131M -$1.42M 6 8.94% Reduced
1061
Criteria Caixa
Criteria Caixa
Spain
$131M -$63.1M 5 16.2% Reduced
1062
Group One Trading
Group One Trading
Illinois
$131M +$54.5M 21 0.11% Increased
1063
Elite Wealth Management
Elite Wealth Management
Washington
$131M +$8.36M 6 18.49% Increased
1064
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$131M +$4.29M 13 2.64% Increased
1065
Main Street Research
Main Street Research
Connecticut
$131M +$5.51M 5 10.1% Increased
1066
Levin Capital Strategies
Levin Capital Strategies
New York
$131M -$17.3M 7 12.22% Reduced
1067
Insight Holdings Group
Insight Holdings Group
New York
$131M -$4.51M 3 1.22% Reduced
1068
Welch Group
Welch Group
Alabama
$131M +$8.31M 6 7.64% Increased
1069
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$130M -$2.46M 6 4.71% Reduced
1070
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$130M -$169K 11 14.03% Reduced
1071
BFO
Boston Family Office
Massachusetts
$130M +$513K 7 8.45% Increased
1072
Jones Financial Companies
Jones Financial Companies
Missouri
$129M -$882K 11 0.18% Reduced
1073
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$129M +$92.9M 10 3.52% Increased
1074
Ithaka Group
Ithaka Group
Virginia
$129M -$4.28M 4 15.75% Reduced
1075
AdamCapital Gestao de Recursos
AdamCapital Gestao de Recursos
Brazil
$129M -$187M 5 28.38% Reduced