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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
1151
Stephens Inc
Stephens Inc
Arkansas
$27.4M +$1.5M 6 1.34% Increased
1152
Bank of Hawaii
Bank of Hawaii
Hawaii
$27.4M -$2.97M 6 2.94% Reduced
1153
CL
Croft-Leominster
Maryland
$27.4M -$79.9K 4 6.21% Reduced
1154
Fiduciary Group
Fiduciary Group
Georgia
$27.3M +$407K 6 7.92% Increased
1155
Matrix Asset Advisors
Matrix Asset Advisors
New York
$27.3M +$139K 3 5.39% Increased
1156
Highbridge Capital Management
Highbridge Capital Management
New York
$27.2M +$3.46M 6 0.45% Increased
1157
BAS
Brown Advisory Securities
Maryland
$27.2M +$755K 8 8.9% Increased
1158
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$27.1M +$16.6M 3 4.19% Increased
1159
Wealthfront
Wealthfront
California
$26.9M +$10.3M 7 0.85% Increased
1160
BAM
Burnham Asset Management
New York
$26.9M +$1.19M 5 8.53% Increased
1161
AL
Airain Ltd
Guernsey
$26.8M +$924K 7 1.86% Increased
1162
Segantii Capital Management
Segantii Capital Management
Hong Kong
$26.8M +$23.9M 2 11.02% Increased
1163
Webster Bank
Webster Bank
Connecticut
$26.8M -$253K 7 4.19% Reduced
1164
BPM
Bowling Portfolio Management
Ohio
$26.8M +$6.62M 7 4.34% Increased
1165
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$26.8M +$4.69M 6 4.08% Increased
1166
CGL
Clarius Group LLC
Washington
$26.8M +$43.1K 6 14.87% Increased
1167
Bainco International Investors
Bainco International Investors
Massachusetts
$26.8M +$2.04M 3 6.48% Increased
1168
Ensemble Capital Management
Ensemble Capital Management
California
$26.8M +$366K 3 7.96% Increased
1169
CWM
Concert Wealth Management
California
$26.7M -$1.4M 7 3.57% Reduced
1170
RSCM
Rail-Splitter Capital Management
Illinois
$26.7M -$4.17M 2 6.63% Reduced
1171
First National Trust
First National Trust
Pennsylvania
$26.4M +$624K 6 4.04% Increased
1172
RCP
Rothschild Capital Partners
New York
$26.4M -$2.4M 3 11.82% Reduced
1173
Pitcairn
Pitcairn
Pennsylvania
$26.2M -$1.96M 10 3.31% Reduced
1174
Eagle Global Advisors
Eagle Global Advisors
Texas
$26.2M +$2.73M 6 0.94% Increased
1175
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$26.1M +$4.65M 4 1.23% Increased