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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
Roundview Capital
Roundview Capital
New Jersey
$207M +$721K 7 12.73% Increased
1127
Hoey Investments
Hoey Investments
Pennsylvania
$206M +$801K 11 27.44% Increased
1128
SVB Wealth
SVB Wealth
Massachusetts
$206M -$33M 7 12.13% Reduced
1129
Headwater Capital
Headwater Capital
China
$206M +$52.4M 4 42.79% Increased
1130
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$206M +$2.85M 9 13.39% Increased
1131
Callahan Advisors
Callahan Advisors
Texas
$206M -$3.18M 6 16.91% Reduced
1132
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$205M -$1.08M 6 10.07% Reduced
1133
Ascent Group
Ascent Group
Virginia
$205M +$4.79M 14 7% Increased
1134
China Universal Asset Management Company
China Universal Asset Management Company
China
$204M -$4.42M 8 15.67% Reduced
1135
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$204M -$13.4M 13 3.14% Reduced
1136
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$203M +$51M 10 8.43% Increased
1137
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$203M +$30M 6 9.57% Increased
1138
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$203M -$1.91M 7 10% Reduced
1139
Fortis Capital Management
Fortis Capital Management
Washington
$203M +$1.53M 7 26.81% Increased
1140
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$203M -$59.5M 17 2.48% Reduced
1141
Pamplona Capital Management
Pamplona Capital Management
New York
$202M -$149M 1 36.84% Reduced
1142
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$202M -$8.22M 6 13.93% Reduced
1143
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$202M +$199M 1 5.28% Increased
1144
Albion Financial Group
Albion Financial Group
Utah
$202M -$7.75M 15 12.56% Reduced
1145
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
$202M +$202M 9 11.57% New
1146
Alua Capital Management
Alua Capital Management
New York
$201M +$8.96M 2 14.86% Increased
1147
J. Stern & Co
J. Stern & Co
United Kingdom
$200M -$32M 3 17.08% Reduced
1148
Parthenon LLC
Parthenon LLC
Kentucky
$200M -$6.18M 6 21.62% Reduced
1149
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$200M -$2.36M 14 11.33% Reduced
1150
Castle Hook Partners
Castle Hook Partners
New York
$200M +$164M 2 0.83% Increased