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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
Grimes & Company
Grimes & Company
Massachusetts
$188M -$5.24M 7 5.2% Reduced
1052
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$188M -$15.8M 4 15.38% Reduced
1053
GCQ Funds Management
GCQ Funds Management
Australia
$187M +$71.8M 2 24.86% Increased
1054
Private Advisory Group
Private Advisory Group
Washington
$186M +$27.4M 8 12.23% Increased
1055
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$186M +$1M 12 10.21% Increased
1056
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$185M +$33.4M 4 14.13% Increased
1057
Roundview Capital
Roundview Capital
New Jersey
$185M +$8.05M 7 11.53% Increased
1058
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$185M -$428K 7 3.05% Reduced
1059
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$184M +$17M 17 1.86% Increased
1060
Verition Fund Management
Verition Fund Management
Connecticut
$184M -$742M 17 1.19% Reduced
1061
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$183M -$16.8M 11 15.33% Reduced
1062
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$183M -$129K 5 18.34% Reduced
1063
Wedge Capital Management
Wedge Capital Management
North Carolina
$183M +$11.5M 7 3.38% Increased
1064
First Long Island Investors
First Long Island Investors
New York
$183M -$5.76M 4 14.86% Reduced
1065
Syon Capital
Syon Capital
California
$183M +$45.5M 13 9.21% Increased
1066
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$183M -$21.8M 6 11.93% Reduced
1067
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$183M -$10.8M 7 8.87% Reduced
1068
PCM
Pamplona Capital Management
New York
$183M $0 1 38.59% Maintained
1069
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$182M $0 1 3.66% Maintained
1070
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$182M +$11.3M 15 10.26% Increased
1071
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$182M +$52.1M 4 27.75% Increased
1072
Kanawha Capital Management
Kanawha Capital Management
Virginia
$181M +$59K 6 12.79% Increased
1073
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$181M -$1.76M 11 14.67% Reduced
1074
Fortis Capital Management
Fortis Capital Management
Washington
$181M +$21.4M 6 18.55% Increased
1075
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$181M -$6.88M 17 6.8% Reduced