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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
1126
BFO
Boston Family Office
Massachusetts
$46.3M +$216K 7 5.08% Increased
1127
Advisor Partners
Advisor Partners
California
$46.2M +$3.64M 10 8.26% Increased
1128
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$46.2M +$4.57M 4 10.87% Increased
1129
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$46.1M +$18.9M 7 8.12% Increased
1130
Palisade Asset Management
Palisade Asset Management
Minnesota
$46.1M -$264K 5 7.3% Reduced
1131
Payden & Rygel
Payden & Rygel
California
$46.1M +$13.1M 5 4% Increased
1132
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$46.1M -$1.97M 4 7.75% Reduced
1133
Centiva Capital
Centiva Capital
New York
$46M +$45.1M 1 3.89% New
1134
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$45.9M -$23M 5 3.52% Reduced
1135
HighTower Trust
HighTower Trust
Texas
$45.9M +$755K 3 5.15% Increased
1136
USCA RIA
USCA RIA
Texas
$45.8M +$3.16M 8 5.06% Increased
1137
AJ
Ashburton (Jersey)
Jersey
$45.4M +$4.39M 5 18.05% Increased
1138
MB Financial Bank - Trust Department
MB Financial Bank - Trust Department
Illinois
$45.4M -$1.96M 7 4.74% Reduced
1139
Capital Investment Advisors
Capital Investment Advisors
Georgia
$45.3M -$3.33M 8 2.96% Reduced
1140
IIM
Ivory Investment Management
New York
$45.3M -$109M 3 2.59% Reduced
1141
UBS O'Connor
UBS O'Connor
Illinois
$45.2M -$69.1M 7 0.8% Reduced
1142
Crosslink Capital
Crosslink Capital
California
$45.2M +$1.55M 2 8.69% Increased
1143
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$45.2M -$1.53M 5 7.62% Reduced
1144
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$45.1M -$1.14M 7 4.9% Reduced
1145
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$45.1M +$27.1M 21 5.81% Increased
1146
HCM
Harvey Capital Management
Florida
$45M -$451K 7 16.31% Reduced
1147
SIM
Stelliam Investment Management
New York
$44.9M -$8M 1 1.86% Reduced
1148
First National Trust
First National Trust
Pennsylvania
$44.9M +$3.74M 6 4.94% Increased
1149
NAM
North American Management
Massachusetts
$44.8M -$1.38M 5 6.83% Reduced
1150
D.J. St. Germain
D.J. St. Germain
Massachusetts
$44.8M -$301K 5 5.35% Reduced