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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
Venture Visionary Partners
Venture Visionary Partners
Ohio
$107M +$20.7M 7 7.6% Increased
1127
PAM
Private Asset Management
California
$107M +$605K 7 14.56% Increased
1128
Kanawha Capital Management
Kanawha Capital Management
Virginia
$107M -$800K 7 9.87% Reduced
1129
MTC
McDaniel Terry & Co
Texas
$106M +$796K 5 12.32% Increased
1130
MCM
McKinley Capital Management
Alaska
$105M -$69.6M 5 9.92% Reduced
1131
DDD Partners
DDD Partners
Washington
$105M -$7.33M 6 15.76% Reduced
1132
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$105M +$23.7M 14 3.43% Increased
1133
BAM
Bell Asset Management
Australia
$105M +$11.1M 4 17.92% Increased
1134
Penn Davis McFarland
Penn Davis McFarland
Texas
$105M -$380K 4 19.2% Reduced
1135
CMI
Clare Market Investments
Texas
$105M +$7.13M 6 31.37% Increased
1136
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$105M -$1.93M 7 12.89% Reduced
1137
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$104M +$2.98M 14 1.92% Increased
1138
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$104M +$5.15M 9 4.31% Increased
1139
SAM
Sabadell Asset Management
Spain
$104M -$6.18M 6 17.91% Reduced
1140
Caprock Group
Caprock Group
Idaho
$104M +$3.39M 12 9.29% Increased
1141
CCM
Coerente Capital Management
Ontario, Canada
$104M -$5.94M 4 21.48% Reduced
1142
Overbrook Management Corp
Overbrook Management Corp
New York
$104M +$399K 6 22.48% Increased
1143
Patten & Patten
Patten & Patten
Tennessee
$103M -$238K 7 7.86% Reduced
1144
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$103M +$2.71M 3 13.2% Increased
1145
FQ
First Quadrant
California
$103M +$232K 7 12.06% Increased
1146
Prospera Financial Services
Prospera Financial Services
Texas
$103M +$898K 11 5.12% Increased
1147
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$102M -$15M 3 4.67% Reduced
1148
Pensioenfonds Rail & OV
Pensioenfonds Rail & OV
Netherlands
$102M +$61.1M 1 2.58% Increased
1149
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$102M -$568K 4 25.72% Reduced
1150
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$102M +$5.85M 6 15.87% Increased