← All themes

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
Perigon Wealth Management
Perigon Wealth Management
California
$110M +$11.4M 15 7.87% Increased
1177
Caprock Group
Caprock Group
Idaho
$110M -$4.82M 12 9.06% Reduced
1178
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$110M -$1.77M 3 1.85% Reduced
1179
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$110M +$3.41M 9 9.18% Increased
1180
Grandfield & Dodd
Grandfield & Dodd
New York
$109M -$3.17M 6 7.04% Reduced
1181
Voleon Capital Management
Voleon Capital Management
California
$109M +$104M 3 18.21% Increased
1182
HHR Asset Management
HHR Asset Management
New Jersey
$109M -$21.2M 3 13% Reduced
1183
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$109M +$17.9M 16 1.5% Increased
1184
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$108M +$103K 5 9.66% Increased
1185
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$108M -$2.58M 10 13.62% Reduced
1186
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
$108M -$10.3M 1 4.19% Reduced
1187
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$108M -$238K 6 8.71% Reduced
1188
SCI
S&CO Inc
Massachusetts
$107M +$129K 7 7.59% Increased
1189
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$107M -$3.13M 8 2.55% Reduced
1190
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$107M +$2.47M 13 4.94% Increased
1191
SA
Strategic Advisors
New York
$106M +$32.9M 9 15.13% Increased
1192
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$106M +$931K 2 17.03% Increased
1193
Grimes & Company
Grimes & Company
Massachusetts
$106M +$270K 6 4.86% Increased
1194
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$106M +$1.9M 13 11.61% Increased
1195
Weatherly Asset Management
Weatherly Asset Management
California
$106M -$114K 8 11.7% Reduced
1196
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$105M -$9.42M 3 16.25% Reduced
1197
Gifford Fong Associates
Gifford Fong Associates
California
$105M +$385K 8 18.43% Increased
1198
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$105M +$1.22M 9 7.05% Increased
1199
Overbrook Management Corp
Overbrook Management Corp
New York
$105M -$6.51M 6 21.22% Reduced
1200
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$105M -$80.2M 6 6.14% Reduced