← 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
1201
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$78.6M +$37K 7 10.04% Increased
1202
Caprock Group
Caprock Group
Idaho
$78.6M -$1.99M 13 8.96% Reduced
1203
BloombergSen
BloombergSen
Ontario, Canada
$78.5M +$3.95M 1 4.81% Increased
1204
Parus Finance (UK)
Parus Finance (UK)
United Kingdom
$78.5M -$1.51M 4 22.94% Reduced
1205
Grandfield & Dodd
Grandfield & Dodd
New York
$78M -$2.3M 6 6.12% Reduced
1206
Clough Capital Partners
Clough Capital Partners
Massachusetts
$77.9M -$3.05M 5 5.54% Reduced
1207
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$77.6M +$1.43M 4 3.18% Increased
1208
Patten & Patten
Patten & Patten
Tennessee
$77.4M +$1.48M 7 6.74% Increased
1209
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$77.3M -$1.55M 4 8.78% Reduced
1210
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$77.2M $0 3 13.15% Maintained
1211
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$77.1M -$32.3M 3 9.62% Reduced
1212
Estabrook Capital Management
Estabrook Capital Management
New York
$77M -$2.38M 8 12.77% Reduced
1213
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$77M -$1.81M 8 22.45% Reduced
1214
IP
Interval Partners
New York
$76.9M +$3.42M 4 3.23% Increased
1215
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$76.9M +$8.53M 6 6.23% Increased
1216
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$76.8M +$172K 6 16.73% Increased
1217
Miller Howard Investments
Miller Howard Investments
New York
$76.7M -$2.42M 1 3.62% Reduced
1218
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$76.5M -$854K 6 8.81% Reduced
1219
Royce & Associates
Royce & Associates
New York
$76.4M -$5.57M 4 0.63% Reduced
1220
Armor Advisors
Armor Advisors
New York
$76.1M -$386K 3 30.74% Reduced
1221
Overbrook Management Corp
Overbrook Management Corp
New York
$75.9M -$27.7M 6 18.52% Reduced
1222
First Horizon Advisors
First Horizon Advisors
Tennessee
$75.9M -$193K 14 5.09% Reduced
1223
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$75.8M +$600K 11 12.76% Increased
1224
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors
Texas
$75.7M +$329K 8 7.66% Increased
1225
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$75.7M $0 3 10.87% Maintained