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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
Callahan Advisors
Callahan Advisors
Texas
$97.8M +$376K 5 11.88% Increased
1177
Whitney & Co
Whitney & Co
New York
$97.7M +$418K 8 14.05% Increased
1178
Schnieders Capital Management
Schnieders Capital Management
California
$97.6M +$2.34M 6 20.39% Increased
1179
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
$97.5M -$24.9M 15 11.24% Reduced
1180
Overbrook Management Corp
Overbrook Management Corp
New York
$97.1M -$2.21M 4 23.06% Reduced
1181
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$96.9M -$1.55M 6 10.48% Reduced
1182
Middleton & Co
Middleton & Co
Massachusetts
$96.7M +$634K 6 12.82% Increased
1183
JC
JBF Capital
Colorado
$96.7M $0 3 20.24% Maintained
1184
Check Capital Management
Check Capital Management
California
$96.7M -$2.61M 3 3.83% Reduced
1185
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$96.6M +$197K 11 13.94% Increased
1186
Grandfield & Dodd
Grandfield & Dodd
New York
$96.6M -$1.99M 6 6.75% Reduced
1187
RNC Capital Management
RNC Capital Management
California
$96.5M -$3.77M 6 5.34% Reduced
1188
CWA Asset Management Group
CWA Asset Management Group
Florida
$96.1M +$1.61M 8 6.6% Increased
1189
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$96M +$46.6M 3 1.83% Increased
1190
Ledyard National Bank
Ledyard National Bank
$96M -$8.31M 6 10.45% Reduced
1191
Alerus Financial
Alerus Financial
North Dakota
$95.8M +$2.33M 7 8.11% Increased
1192
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$95.6M -$2.2M 5 13.24% Reduced
1193
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$95.5M -$638K 6 6.67% Reduced
1194
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$95.3M +$41.3M 8 2.28% Increased
1195
Palisade Asset Management
Palisade Asset Management
Minnesota
$95.3M +$441K 6 11.06% Increased
1196
Harvest Fund Management
Harvest Fund Management
China
$95.1M +$14.7M 15 19.14% Increased
1197
Himension Capital (Singapore)
Himension Capital (Singapore)
Singapore
$95.1M -$29M 1 8.67% Reduced
1198
Estabrook Capital Management
Estabrook Capital Management
New York
$95M -$1.59M 9 15.83% Reduced
1199
Driehaus Capital Management
Driehaus Capital Management
Illinois
$94.8M +$22.7M 8 1.2% Increased
1200
TD Private Client Wealth
TD Private Client Wealth
New York
$94.7M -$10.6M 18 4.09% Reduced