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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
CEI
Clark Estates Inc
New York
$58.4M -$1.57M 6 11.89% Reduced
1152
Willingdon Wealth Management
Willingdon Wealth Management
North Carolina
$58.4M -$5.82M 10 14.69% Reduced
1153
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$58.3M -$462K 8 4.11% Reduced
1154
DCP
Darsana Capital Partners
New York
$58.1M -$136M 1 2.75% Reduced
1155
EARNEST Partners
EARNEST Partners
Georgia
$58.1M -$15.9M 14 0.65% Reduced
1156
CC
Cornerstone Capital
California
$58.1M -$1.08M 3 12.08% Reduced
1157
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$58M $0 10 13.26% Maintained
1158
Rheos Capital Works
Rheos Capital Works
Japan
$57.9M -$197M 4 6.14% Reduced
1159
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$57.8M +$478K 6 10.91% Increased
1160
Jacobs & Co
Jacobs & Co
California
$57.6M +$15M 6 11.11% Increased
1161
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$57.6M +$5.12M 7 13.71% Increased
1162
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$57.6M +$661K 7 7.56% Increased
1163
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$57.5M +$1.81M 8 7.72% Increased
1164
University of Notre Dame du Lac
University of Notre Dame du Lac
Indiana
$57.4M +$7.58M 4 17.69% Increased
1165
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$57.3M +$3.02M 9 4.87% Increased
1166
ARS Investment Partners
ARS Investment Partners
New York
$57.2M +$3.05M 5 13.81% Increased
1167
BloombergSen
BloombergSen
Ontario, Canada
$57M -$10.1M 1 4.91% Reduced
1168
Bank of Hawaii
Bank of Hawaii
Hawaii
$56.9M -$2.46M 7 4.97% Reduced
1169
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$56.8M +$2.41M 8 7.41% Increased
1170
Weatherly Asset Management
Weatherly Asset Management
California
$56.8M -$626K 7 12.41% Reduced
1171
WCM Investment Management
WCM Investment Management
California
$56.5M +$21.1M 3 0.31% Increased
1172
IGYL
I.G.Y. Ltd
United Kingdom
$56.5M +$56.1M 1 45.11% New
1173
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$56.5M +$1.31M 6 11.82% Increased
1174
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$56.2M -$24.7M 7 13.2% Reduced
1175
Sowell Financial Services
Sowell Financial Services
Arkansas
$56.2M +$5.4M 21 4.16% Increased