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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
FCM
Firsthand Capital Management
California
$44.8M -$31.8K 6 32.99% Reduced
1152
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$44.8M -$1.58M 5 8.63% Reduced
1153
VIA
Virtus Investment Advisers
Connecticut
$44.7M -$4.72M 10 4.86% Reduced
1154
RI
Redwood Investments
Massachusetts
$44.7M +$3.53M 3 3.15% Increased
1155
Grandfield & Dodd
Grandfield & Dodd
New York
$44.6M -$1.75M 7 4.76% Reduced
1156
Country Club Trust
Country Club Trust
Missouri
$44.6M -$2.73M 6 6.03% Reduced
1157
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$44.6M +$6.88M 2 14.37% Increased
1158
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$44.5M +$25.4M 14 2.69% Increased
1159
Hodges Capital Management
Hodges Capital Management
Texas
$44.5M -$7.2M 6 3.26% Reduced
1160
Cumberland Partners
Cumberland Partners
Ontario, Canada
$44.5M -$346K 2 5.85% Reduced
1161
PCM
Prime Capital Management
Hong Kong
$44.5M +$3.94M 2 16.3% Increased
1162
SFM
Systematic Financial Management
New Jersey
$44.3M -$5.57M 5 0.89% Reduced
1163
JCM
Jag Capital Management
Missouri
$44.2M -$6M 6 8.29% Reduced
1164
RSS
Rosenblum Silverman Sutton
California
$44.2M -$38K 5 15.87% Reduced
1165
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$44M -$350K 5 19.05% Reduced
1166
PHAM
Portland Hill Asset Management
United Kingdom
$44M -$2.83M 4 20.3% Reduced
1167
CC
Cornerstone Capital
California
$43.9M +$855K 4 7.46% Increased
1168
Thomasville National Bank
Thomasville National Bank
Georgia
$43.9M -$4.87M 5 8.22% Reduced
1169
Delek Group
Delek Group
Israel
$43.8M +$43.7M 4 2.35% New
1170
PCM
Puissance Capital Management
New York
$43.7M +$38.1M 1 30.21% New
1171
Patten & Patten
Patten & Patten
Tennessee
$43.7M -$799K 7 4.38% Reduced
1172
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$43.7M +$5.64M 4 1.49% Increased
1173
NAH
Neumann Advisory (HK)
Hong Kong
$43.5M +$46M 2 28.97% New
1174
Edge Wealth Management
Edge Wealth Management
New York
$43.5M +$4.29M 10 12.31% Increased
1175
TEC
Tiger Eye Capital
Tennessee
$43.4M +$10.9M 3 7.18% Increased