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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
1176
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$50.9M +$155K 12 2.72% Increased
1177
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$50.9M +$890K 9 3.81% Increased
1178
KG Funds Management
KG Funds Management
New York
$50.8M -$1.15M 1 9.59% Reduced
1179
Bristlecone Advisors
Bristlecone Advisors
Washington
$50.8M -$4.24M 6 12.05% Reduced
1180
Capital Wealth Planning
Capital Wealth Planning
Florida
$50.7M +$45.3M 8 3.67% Increased
1181
Webster Bank
Webster Bank
Connecticut
$50.7M -$816K 11 6.98% Reduced
1182
Ancora Advisors
Ancora Advisors
Ohio
$50.6M -$1.56M 5 2.27% Reduced
1183
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$50.6M +$1.36M 7 5.52% Increased
1184
Cambiar Investors
Cambiar Investors
Colorado
$50.5M -$66.8M 1 1.31% Reduced
1185
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$50.5M +$2.78M 6 7.8% Increased
1186
Broad Run Investment Management
Broad Run Investment Management
Virginia
$50.3M -$255K 2 2.18% Reduced
1187
HCM
Harvey Capital Management
Florida
$50.2M +$994K 7 24.15% Increased
1188
KM
Kylin Management
New York
$50.1M -$42M 1 12.42% Reduced
1189
Dock Street Asset Management
Dock Street Asset Management
Florida
$50M -$814K 3 16.85% Reduced
1190
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$49.9M -$6.09M 3 12.33% Reduced
1191
BPM
Bowling Portfolio Management
Ohio
$49.9M -$451K 7 8.16% Reduced
1192
MGM
Miura Global Management
New York
$49.7M +$10.9M 2 8.05% Increased
1193
Grimes & Company
Grimes & Company
Massachusetts
$49.7M -$1.42M 5 3.77% Reduced
1194
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$49.7M +$1.67M 6 8.23% Increased
1195
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$49.6M +$2.43M 6 9.16% Increased
1196
Kings Point Capital Management
Kings Point Capital Management
New York
$49.6M -$2.96M 8 9.06% Reduced
1197
RBF Capital
RBF Capital
California
$49.6M +$5.96M 7 4.99% Increased
1198
CC
Carve Capital
Sweden
$49.6M -$16.6M 2 63.34% Reduced
1199
BPM
Blue Pool Management
Hong Kong
$49.4M -$6.81M 4 28.66% Reduced
1200
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$49.3M -$312K 7 4.08% Reduced