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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
1201
Advisory Services Network
Advisory Services Network
Georgia
$42.7M +$2.42M 18 3.41% Increased
1202
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$42.5M -$2.81M 7 3.72% Reduced
1203
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$42.5M -$1.1M 4 14.42% Reduced
1204
SCA
Snowden Capital Advisors
New York
$42.5M +$5.57M 7 6.21% Increased
1205
Kanawha Capital Management
Kanawha Capital Management
Virginia
$42.4M +$832K 6 6.4% Increased
1206
AAC
Asset Advisors Corp
Georgia
$42.3M +$1.15M 6 7.12% Increased
1207
BWCA
Brenner West Capital Advisors
New York
$42.2M +$4.46M 1 5.76% Increased
1208
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$42.2M +$15.1M 2 1.7% Increased
1209
CCMD
Cypress Capital Management (Delaware)
Delaware
$42.1M -$334K 7 8.12% Reduced
1210
Wedbush Securities
Wedbush Securities
California
$42M +$2.19M 10 5.49% Increased
1211
Arrow Financial
Arrow Financial
New York
$41.9M +$38K 8 9.71% Increased
1212
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$41.8M +$1.3M 7 6.32% Increased
1213
Advisors Capital Management
Advisors Capital Management
New Jersey
$41.8M +$20.5M 5 3.16% Increased
1214
SFG
Sather Financial Group
Texas
$41.7M +$11.4M 5 9.76% Increased
1215
Washington Trust Bank
Washington Trust Bank
Washington
$41.5M +$1.98M 10 5.96% Increased
1216
AW
ACG Wealth
Georgia
$41.4M +$2.7M 6 6.28% Increased
1217
Dearborn Partners
Dearborn Partners
Illinois
$41.4M -$641K 6 3.2% Reduced
1218
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$41.3M +$16.2M 5 4.18% Increased
1219
CGL
Clarius Group LLC
Washington
$41.3M -$4.1M 4 18.82% Reduced
1220
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
$41.2M +$15.1M 2 16.69% Increased
1221
Grimes & Company
Grimes & Company
Massachusetts
$41.1M +$4.29M 5 3.99% Increased
1222
Webster Bank
Webster Bank
Connecticut
$41.1M +$42.5K 9 5.94% Increased
1223
BSPF
British Steel Pension Fund
United Kingdom
$41M $0 8 4.79% Maintained
1224
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$41M -$428K 8 5.99% Reduced
1225
MayTech Global Investments
MayTech Global Investments
New York
$40.9M +$689K 6 23.89% Increased