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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
Andra AP-fonden
Andra AP-fonden
Sweden
$71.4M -$1.56M 11 1.94% Reduced
1202
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$71.4M +$3.54M 4 11.59% Increased
1203
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$71.2M -$2.23M 3 9.52% Reduced
1204
RiverPark Advisors
RiverPark Advisors
New York
$71.1M +$13.4M 5 15.99% Increased
1205
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$70.9M -$9.16M 7 11.24% Reduced
1206
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$70.9M $0 1 1.94% Maintained
1207
Horiko Capital Management
Horiko Capital Management
New York
$70.8M +$3.1M 4 40.84% Increased
1208
Hillman Company
Hillman Company
Pennsylvania
$70.6M +$18.6M 2 41.98% Increased
1209
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$70.5M -$13.1M 8 8.73% Reduced
1210
First Horizon Advisors
First Horizon Advisors
Tennessee
$70.3M -$1.14M 10 5.27% Reduced
1211
Clare Market Investments
Clare Market Investments
Texas
$70.3M +$2.2M 6 34.4% Increased
1212
CapWealth Advisors
CapWealth Advisors
Tennessee
$70.2M +$1.91M 4 9.38% Increased
1213
Vigilant Capital Management
Vigilant Capital Management
Maine
$70.2M -$1.91M 9 7.68% Reduced
1214
ACG Wealth
ACG Wealth
Georgia
$70M +$3.31M 8 10.55% Increased
1215
Novare Capital Management
Novare Capital Management
North Carolina
$69.8M -$2.25M 4 9.83% Reduced
1216
Carrhae Capital
Carrhae Capital
United Kingdom
$69.7M -$26.2M 1 41.24% Reduced
1217
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$69.5M +$8.6M 3 11.44% Increased
1218
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$69.4M -$24.6M 1 4.94% Reduced
1219
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$69.4M -$6.65M 6 8.91% Reduced
1220
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$69M +$1.2M 10 12.75% Increased
1221
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$69M -$5.57M 5 9.65% Reduced
1222
Dorsey Asset Management
Dorsey Asset Management
Illinois
$69M +$1.52M 1 10.25% Increased
1223
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$68.9M +$8.12M 4 5.17% Increased
1224
Patten & Patten
Patten & Patten
Tennessee
$68.9M -$992K 7 6.86% Reduced
1225
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$68.5M +$23M 8 4.05% Increased