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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
Brookstone Capital Management
Brookstone Capital Management
Illinois
$72M +$1.94M 7 1.46% Increased
1152
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$72M -$1.22M 9 1.16% Reduced
1153
Stack Financial Management
Stack Financial Management
Montana
$72M +$345K 1 7.24% Increased
1154
Sowell Financial Services
Sowell Financial Services
Arkansas
$71.9M +$30.9M 7 4.65% Increased
1155
Redpoint Management
Redpoint Management
California
$71.7M $0 1 17.5% Maintained
1156
Schnieders Capital Management
Schnieders Capital Management
California
$71.7M +$6.73M 6 16.44% Increased
1157
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$71.7M -$6.79M 2 34.12% Reduced
1158
Palisade Asset Management
Palisade Asset Management
Minnesota
$71.7M +$136K 7 8.21% Increased
1159
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$71.6M -$667K 4 7.01% Reduced
1160
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$71.1M +$9.6M 2 20.43% Increased
1161
Appleton Partners
Appleton Partners
Massachusetts
$70.9M +$147K 7 6.72% Increased
1162
JAT Capital Management
JAT Capital Management
Connecticut
$70.8M +$39.4M 3 25.52% Increased
1163
SP Asset Management
SP Asset Management
California
$70.8M -$1.09M 7 9.48% Reduced
1164
ACM
Ariose Capital Management
Hong Kong
$70.8M -$12.4M 1 30.73% Reduced
1165
Grandfield & Dodd
Grandfield & Dodd
New York
$70.6M -$1.28M 6 5.17% Reduced
1166
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$70.4M +$1.88M 6 1.51% Increased
1167
Kadensa Capital
Kadensa Capital
Hong Kong
$70.4M +$15M 4 21.12% Increased
1168
Barton Investment Management
Barton Investment Management
Pennsylvania
$70.3M -$729K 5 13.82% Reduced
1169
Optiver Holding
Optiver Holding
Netherlands
$70M +$785K 4 0.07% Increased
1170
Payden & Rygel
Payden & Rygel
California
$70M +$14.9M 5 3.73% Increased
1171
Verus Capital Partners
Verus Capital Partners
Arizona
$69.8M -$1.28M 6 13.09% Reduced
1172
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$69.8M +$3.56M 3 3.26% Increased
1173
Whitney & Co
Whitney & Co
New York
$69.5M -$380K 8 12.76% Reduced
1174
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$69.5M -$813K 5 10.37% Reduced
1175
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$69.3M -$50.8K 6 8.34% Reduced