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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
BTR Capital Management
BTR Capital Management
California
$49.6M -$202K 5 9.56% Reduced
1152
Palisade Asset Management
Palisade Asset Management
Minnesota
$49.4M +$1.21M 4 7.14% Increased
1153
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$49.3M +$6.54M 9 0.53% Increased
1154
Tufton Capital Management
Tufton Capital Management
Maryland
$49.2M -$928K 7 10.55% Reduced
1155
Nelson Capital Management
Nelson Capital Management
California
$49M +$1.33M 11 12.6% Increased
1156
HighTower Trust
HighTower Trust
Texas
$49M +$341K 3 5.68% Increased
1157
BFO
Boston Family Office
Massachusetts
$49M -$1.87M 6 5.55% Reduced
1158
Central Securities
Central Securities
New York
$48.9M +$3.24M 3 7.62% Increased
1159
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$48.9M -$13.3K 8 5.2% Reduced
1160
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$48.8M -$2.11M 5 8.44% Reduced
1161
Wedbush Securities
Wedbush Securities
California
$48.8M +$2.47M 11 6.05% Increased
1162
Miracle Mile Advisors
Miracle Mile Advisors
California
$48.7M +$2.75M 7 4.66% Increased
1163
CC
Cornerstone Capital
California
$48.7M -$18.5M 4 8.28% Reduced
1164
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$48.7M +$8.74M 4 25.41% Increased
1165
Alpha Wave Global
Alpha Wave Global
New York
$48.6M -$1.59M 2 6.84% Reduced
1166
Advisory Services Network
Advisory Services Network
Georgia
$48.6M -$2.05M 18 3.7% Reduced
1167
Two Sigma Securities
Two Sigma Securities
New York
$48.5M -$21.6M 11 0.24% Reduced
1168
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$48.5M +$9.04M 5 9.63% Increased
1169
RCM
Riverpark Capital Management
New York
$48.5M -$14.4M 3 9.69% Reduced
1170
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$48.4M -$1.96M 7 8.87% Reduced
1171
KCM
Kingstown Capital Management
New York
$48.4M -$8.05M 1 6.03% Reduced
1172
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$48.3M -$286K 4 11.53% Reduced
1173
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$48.2M +$47.8M 6 12.91% New
1174
Willis Investment Counsel
Willis Investment Counsel
Georgia
$48.2M -$3.52M 2 3.54% Reduced
1175
CGL
Clarius Group LLC
Washington
$48.2M +$368K 4 19.98% Increased