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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
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$145M -$1.44M 7 10.06% Reduced
1127
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$145M -$2.86M 9 5.95% Reduced
1128
Petrus Trust Company
Petrus Trust Company
Texas
$145M -$4.35M 10 13.51% Reduced
1129
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$144M -$1.53M 6 7.65% Reduced
1130
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$144M -$2.16M 11 13.19% Reduced
1131
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
$143M -$16.7M 9 10.42% Reduced
1132
WAM
WT Asset Management
Hong Kong
$143M -$6.06M 3 13.96% Reduced
1133
Check Capital Management
Check Capital Management
California
$143M -$1.1M 3 4.74% Reduced
1134
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$143M +$11.5M 6 2.54% Increased
1135
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$143M -$159K 7 6.13% Reduced
1136
GYL Financial Synergies
GYL Financial Synergies
Connecticut
$143M +$1.55M 7 11.03% Increased
1137
DDD Partners
DDD Partners
Washington
$143M +$20M 5 16.55% Increased
1138
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$143M -$1.13M 6 3.3% Reduced
1139
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$142M +$730K 7 14.01% Increased
1140
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$142M +$3.63M 4 8.23% Increased
1141
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$142M -$528K 7 2.7% Reduced
1142
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$142M -$9.5M 5 39.47% Reduced
1143
Everence Capital Management
Everence Capital Management
Indiana
$141M $0 8 9.78% Maintained
1144
Callahan Advisors
Callahan Advisors
Texas
$141M +$583K 5 14.66% Increased
1145
Blue Pool Management
Blue Pool Management
Hong Kong
$141M $0 1 73.93% Maintained
1146
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$141M -$3.44M 6 7.7% Reduced
1147
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$141M +$9.8M 10 3.41% Increased
1148
Carret Asset Management
Carret Asset Management
New York
$140M +$368K 8 16.37% Increased
1149
Savoie Capital
Savoie Capital
Illinois
$140M $0 4 18.15% Maintained
1150
Procyon Advisors
Procyon Advisors
Connecticut
$140M +$1.82M 10 10.36% Increased