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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
Burleson & Co
Burleson & Co
California
$76.4M +$896K 13 16.43% Increased
1152
Perigon Wealth Management
Perigon Wealth Management
California
$76.3M +$727K 13 6.59% Increased
1153
PAM
Private Asset Management
California
$76.1M -$923K 6 13.45% Reduced
1154
Overbrook Management Corp
Overbrook Management Corp
New York
$76M +$8.98M 5 21.58% Increased
1155
Grimes & Company
Grimes & Company
Massachusetts
$75.8M -$7.41M 7 3.96% Reduced
1156
GGV Capital
GGV Capital
California
$75.8M +$2.45M 2 24.13% Increased
1157
CSM Advisors
CSM Advisors
Pennsylvania
$75.7M -$11.1M 6 8.27% Reduced
1158
Summit Trail Advisors
Summit Trail Advisors
New York
$75.6M -$2.8M 10 4.09% Reduced
1159
C
Chescapmanager
Maryland
$75.5M +$6.27M 4 17.6% Increased
1160
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$75.4M +$23.3M 4 6.12% Increased
1161
Clare Market Investments
Clare Market Investments
Texas
$75.3M -$1.11M 5 32.5% Reduced
1162
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$75.2M -$2.79M 1 4.62% Reduced
1163
Roundview Capital
Roundview Capital
New Jersey
$75.2M +$870K 5 9.49% Increased
1164
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$75M +$1.02M 9 4.51% Increased
1165
Ithaka Group
Ithaka Group
Virginia
$74.8M -$6.46M 2 16.63% Reduced
1166
Unigestion Holding
Unigestion Holding
Switzerland
$74.7M -$10M 7 4.34% Reduced
1167
TIG Advisors LLC
TIG Advisors LLC
New York
$74.7M +$20.6M 1 2.72% Increased
1168
Group One Trading
Group One Trading
Illinois
$74.4M -$71.2M 21 0.15% Reduced
1169
Means Investment Company
Means Investment Company
Maine
$74.3M +$1.33M 9 16.12% Increased
1170
Bell Asset Management
Bell Asset Management
Australia
$74.3M -$3.2M 4 15.07% Reduced
1171
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$74.2M +$11.3M 6 1.68% Increased
1172
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
$74.2M -$153K 1 3.81% Reduced
1173
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$74.2M -$8.04M 8 6.21% Reduced
1174
Brookstone Capital Management
Brookstone Capital Management
Illinois
$74.1M +$3.48M 7 1.71% Increased
1175
Strategic Global Advisors
Strategic Global Advisors
California
$74.1M -$3.92M 5 12.34% Reduced