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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
1076
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$38.6M +$1.95M 8 5.19% Increased
1077
Matrix Asset Advisors
Matrix Asset Advisors
New York
$38.5M -$153K 3 6.76% Reduced
1078
Nelson Capital Management
Nelson Capital Management
California
$38.5M +$218K 9 12.95% Increased
1079
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$38.5M +$794K 7 4.48% Increased
1080
Arrow Financial
Arrow Financial
New York
$38.5M -$553K 7 9.38% Reduced
1081
Tairen Capital
Tairen Capital
Hong Kong
$38.5M -$2.11M 2 9.15% Reduced
1082
Palisade Asset Management
Palisade Asset Management
Minnesota
$38.4M -$29.4K 4 7.05% Reduced
1083
Patten & Patten
Patten & Patten
Tennessee
$38.4M +$3.14M 7 4.42% Increased
1084
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$38.3M -$814K 8 2.17% Reduced
1085
CGL
Clarius Group LLC
Washington
$38.3M -$645K 7 15.82% Reduced
1086
AAM
AO Asset Management
New York
$38.3M -$3.97M 2 9.53% Reduced
1087
NAM
North American Management
Massachusetts
$38.2M -$601K 5 6.17% Reduced
1088
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$38.1M +$1.74M 5 3.52% Increased
1089
BAS
Brown Advisory Securities
Maryland
$38M +$615K 10 9.42% Increased
1090
SM
Seminole Management
New York
$38M +$23.7M 2 6.96% Increased
1091
Greystone Managed Investments
Greystone Managed Investments
Saskatchewan, Canada
$37.9M -$3.01M 3 1.75% Reduced
1092
HHC
Hutchin Hill Capital
New York
$37.8M -$1.16M 9 1.03% Reduced
1093
Ledyard National Bank
Ledyard National Bank
$37.7M +$2.42M 8 5.66% Increased
1094
KLWA
Kelly Lawrence W & Associates
California
$37.7M -$970K 7 7.79% Reduced
1095
CCMD
Cypress Capital Management (Delaware)
Delaware
$37.7M +$1.07M 7 9.59% Increased
1096
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$37.7M +$2.58M 9 3.3% Increased
1097
HCMT
Highland Capital Management (Texas)
Texas
$37.7M -$21.2M 4 1.92% Reduced
1098
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$37.6M -$10M 2 1.64% Reduced
1099
1ST Source Bank
1ST Source Bank
Indiana
$37.5M +$2.36M 6 3.32% Increased
1100
Sylebra Capital (HK)
Sylebra Capital (HK)
Hong Kong
$37.5M +$166K 1 3.33% Increased