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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
Morningstar Investment Management
Morningstar Investment Management
Illinois
$79.7M +$26.1M 4 13.47% Increased
1077
Quest Investment Management
Quest Investment Management
Oregon
$79.3M -$27.4M 4 9.64% Reduced
1078
Carret Asset Management
Carret Asset Management
New York
$79.2M -$1.43M 8 10.95% Reduced
1079
Congress Wealth Management
Congress Wealth Management
Massachusetts
$79M -$7.15M 9 2.03% Reduced
1080
TD Private Client Wealth
TD Private Client Wealth
New York
$79M -$7.81M 17 3.73% Reduced
1081
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$78.9M -$188M 3 8.02% Reduced
1082
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$78.9M +$3.69M 11 4.57% Increased
1083
SBCM
Schwerin Boyle Capital Management
Massachusetts
$78.8M -$16M 3 7.95% Reduced
1084
KC
KCL Capital
New York
$78.8M +$64M 3 11.05% Increased
1085
Dearborn Partners
Dearborn Partners
Illinois
$78.6M -$1.25M 7 3.17% Reduced
1086
Ledyard National Bank
Ledyard National Bank
$78.4M -$2.27M 7 9.21% Reduced
1087
Dock Street Asset Management
Dock Street Asset Management
Florida
$78.3M +$5.72M 4 18.04% Increased
1088
CSM Advisors
CSM Advisors
Pennsylvania
$78.2M +$159K 6 7.45% Increased
1089
Narwhal Capital Management
Narwhal Capital Management
Georgia
$78.2M -$983K 4 10.4% Reduced
1090
Cortland Associates
Cortland Associates
Missouri
$77.8M +$24.5M 6 12.89% Increased
1091
C
Chescapmanager
Maryland
$77.6M +$10.9M 4 18.2% Increased
1092
Dundas Partners
Dundas Partners
United Kingdom
$77.6M +$1.06M 3 8.43% Increased
1093
Cambiar Investors
Cambiar Investors
Colorado
$77.5M +$9.13M 2 3.53% Increased
1094
Regal Partners
Regal Partners
Australia
$77.3M +$814K 1 18.06% Increased
1095
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$77.2M +$9.09M 3 8.2% Increased
1096
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$77.1M +$5.91M 8 7.55% Increased
1097
Deltec Asset Management
Deltec Asset Management
New York
$77M -$677K 6 22.05% Reduced
1098
Alphabet Inc
Alphabet Inc
California
$76.9M $0 1 4.47% Maintained
1099
GMF
Grace & Mercy Foundation
New York
$76.6M +$82.7M 3 40.52% New
1100
Meeder Asset Management
Meeder Asset Management
Ohio
$76.5M -$72.6M 12 6.7% Reduced