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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
Granite Investment Partners
Granite Investment Partners
California
$192M +$6.81M 7 11.37% Increased
1177
Sowell Financial Services
Sowell Financial Services
Arkansas
$192M +$2.01M 12 7.04% Increased
1178
MayTech Global Investments
MayTech Global Investments
New York
$191M -$633K 4 19.36% Reduced
1179
First Horizon Corporation
First Horizon Corporation
Tennessee
$191M -$2.46M 18 8.54% Reduced
1180
Everence Capital Management
Everence Capital Management
Indiana
$190M -$5.1M 15 11.24% Reduced
1181
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$189M +$6.72M 16 14.22% Increased
1182
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$189M -$8.92M 5 25.71% Reduced
1183
UAM
UAS Asset Management
New York
$189M +$4.45M 3 39.85% Increased
1184
Accel Leaders 3 Associates
Accel Leaders 3 Associates
California
$188M +$233M 1 100% New
1185
Sound Shore Management
Sound Shore Management
Connecticut
$188M +$32.8M 2 6% Increased
1186
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$188M -$9.9M 6 19.02% Reduced
1187
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
$188M -$14.4M 5 33% Reduced
1188
NWAM LLC
NWAM LLC
Washington
$188M -$6.19M 9 10.5% Reduced
1189
Carret Asset Management
Carret Asset Management
New York
$188M -$2.03M 8 17.82% Reduced
1190
Private Advisory Group
Private Advisory Group
Washington
$187M -$5.51M 10 14.67% Reduced
1191
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$187M -$9.7M 6 4.69% Reduced
1192
Suncoast Equity Management
Suncoast Equity Management
Florida
$187M -$27.2M 5 18.89% Reduced
1193
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$187M +$1.18M 15 6.48% Increased
1194
Cortland Associates
Cortland Associates
Missouri
$186M -$3.04M 5 23.54% Reduced
1195
Kovack Advisors
Kovack Advisors
Florida
$186M +$93.2M 16 8.63% Increased
1196
TWC
The Woodbridge Company
Ontario, Canada
$186M +$22.3M 4 0.46% Increased
1197
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$185M -$3.41M 2 12.07% Reduced
1198
Whitney & Co
Whitney & Co
New York
$185M +$19.5M 6 14.72% Increased
1199
NFJ Investment Group
NFJ Investment Group
Texas
$185M -$5.13M 5 6.65% Reduced
1200
Parker Investment Management
Parker Investment Management
California
$184M +$27.8M 5 26.09% Increased