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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
Welch Group
Welch Group
Alabama
$80.8M -$393K 6 7.55% Reduced
1077
Everence Capital Management
Everence Capital Management
Indiana
$80.5M +$216K 7 9.48% Increased
1078
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$80.4M +$3.57M 17 17.08% Increased
1079
AG
Artal Group
Luxembourg
$80.3M -$5.73M 1 2.25% Reduced
1080
Woodstock Corp
Woodstock Corp
Massachusetts
$80.2M -$749K 9 13.67% Reduced
1081
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$80.1M +$5.92M 10 5.64% Increased
1082
Palisade Capital Management
Palisade Capital Management
New Jersey
$79.9M +$6.79M 8 2.54% Increased
1083
Payden & Rygel
Payden & Rygel
California
$79.8M -$8.72M 7 5.09% Reduced
1084
Central Securities
Central Securities
New York
$79.7M $0 3 12.63% Maintained
1085
Carret Asset Management
Carret Asset Management
New York
$79.6M +$10.7K 8 12.92% Increased
1086
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$79.5M -$289K 6 6.45% Reduced
1087
Oaktree Capital Management
Oaktree Capital Management
California
$78.9M -$9.48M 2 1.75% Reduced
1088
HIP
Hengistbury Investment Partners
United Kingdom
$78.8M +$7.26M 1 11.9% Increased
1089
Nelson Capital Management
Nelson Capital Management
California
$78.7M +$307K 6 17.16% Increased
1090
JCM
JS Capital Management
New York
$78.7M -$82M 6 5.95% Reduced
1091
CC
Cornerstone Capital
California
$78.6M +$3.56M 3 13.4% Increased
1092
ECAM
East Coast Asset Management
Massachusetts
$78.6M -$16.5M 5 22.65% Reduced
1093
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$78.5M +$374K 5 10.92% Increased
1094
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$78.5M -$603K 6 12.53% Reduced
1095
Jones Financial Companies
Jones Financial Companies
Missouri
$78.4M -$3.18M 5 0.17% Reduced
1096
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$78.4M +$6.88M 8 2.5% Increased
1097
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$78.4M -$12.4M 8 9.61% Reduced
1098
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$78.2M -$1.76M 8 6.53% Reduced
1099
Janney Capital Management
Janney Capital Management
Pennsylvania
$78M -$8.77M 7 5.38% Reduced
1100
Summit Global Investments
Summit Global Investments
Utah
$78M +$16.7M 5 9% Increased