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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
1101
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$162M -$4.47M 6 17.22% Reduced
1102
Sienna Gestion
Sienna Gestion
France
$162M -$11.2M 5 10.91% Reduced
1103
Petrus Trust Company
Petrus Trust Company
Texas
$161M +$1.19M 11 15.61% Increased
1104
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$161M +$3.61M 6 3.04% Increased
1105
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$161M -$68.5K 5 28.22% Reduced
1106
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$160M +$19M 6 5.34% Increased
1107
China Universal Asset Management Company
China Universal Asset Management Company
China
$160M +$13.4M 8 14.98% Increased
1108
Roundview Capital
Roundview Capital
New Jersey
$160M +$3.54M 6 11.18% Increased
1109
CSNH
Crow's Nest Holdings
Virginia
$160M -$23.9M 2 33.69% Reduced
1110
D.J. St. Germain
D.J. St. Germain
Massachusetts
$159M -$902K 14 7.24% Reduced
1111
Global Retirement Partners
Global Retirement Partners
California
$158M +$9.8M 24 4.54% Increased
1112
Hollencrest Capital Management
Hollencrest Capital Management
California
$158M +$3.46M 17 6.32% Increased
1113
Fortis Capital Management
Fortis Capital Management
Washington
$158M +$5.09M 5 29.27% Increased
1114
Univest Financial
Univest Financial
Pennsylvania
$158M +$3.09M 6 9.99% Increased
1115
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$158M +$1.79M 6 12.99% Increased
1116
Longbow Finance
Longbow Finance
Switzerland
$157M -$700K 5 17.17% Reduced
1117
Everence Capital Management
Everence Capital Management
Indiana
$156M -$8.93M 14 10.13% Reduced
1118
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$156M +$10.8M 8 11.69% Increased
1119
Tran Capital Management
Tran Capital Management
California
$155M -$7.01M 4 17.63% Reduced
1120
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$155M +$4.19M 10 5.65% Increased
1121
Callahan Advisors
Callahan Advisors
Texas
$155M +$9.8M 6 14.61% Increased
1122
Sowell Financial Services
Sowell Financial Services
Arkansas
$155M -$5.02M 6 8.16% Reduced
1123
JC
JBF Capital
Colorado
$155M -$2.22M 5 26.45% Reduced
1124
HUB Investment Partners
HUB Investment Partners
Texas
$154M +$5.28M 10 6.47% Increased
1125
Kodai Capital Management
Kodai Capital Management
Illinois
$154M -$225M 5 6.33% Reduced