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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
1226
AIC
Ambs Investment Counsel
Michigan
$14.1M +$14.3M 3 6.42% New
1227
Visium Asset Management
Visium Asset Management
New York
$14M +$13.9M 7 0.33% New
1228
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$14M +$13.7M 2 2.98% New
1229
HCM
Highside Capital Management
Texas
$14M +$13.5M 1 2.85% New
1230
STI
Susquehanna Trust & Investment
Pennsylvania
$13.9M +$13.3M 3 3.28% New
1231
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.9M +$13.9M 11 0.18% New
1232
ACP
Arrowgrass Capital Partners
United Kingdom
$13.9M +$13.3M 1 1.36% New
1233
Destination Wealth Management
Destination Wealth Management
California
$13.9M +$14.9M 4 1.69% New
1234
YCG LLC
YCG LLC
Texas
$13.8M +$13.7M 4 6.37% New
1235
RI
Redwood Investments
Massachusetts
$13.8M +$13.3M 1 2.13% New
1236
MIC
MU Investments Company
Japan
$13.8M +$14M 6 5.84% New
1237
AW
ACG Wealth
Georgia
$13.8M +$13.6M 5 5.38% New
1238
VanEck Associates
VanEck Associates
New York
$13.7M +$14.5M 2 0.07% New
1239
MC
Mathes Company
New York
$13.7M +$13.4M 3 14.95% New
1240
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$13.7M +$14.1M 5 3.87% New
1241
CL
CIM LLC
New York
$13.7M +$13.9M 3 8.96% New
1242
WA
Westport Advisers
Connecticut
$13.7M +$14.7M 1 1.33% New
1243
BIM
Bridgecreek Investment Management
Oklahoma
$13.7M +$14.2M 7 4.63% New
1244
Cetera Advisors
Cetera Advisors
Colorado
$13.6M +$13.8M 5 2.84% New
1245
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$13.6M +$13.9M 4 1.25% New
1246
AFAM Capital
AFAM Capital
Texas
$13.6M +$13.6M 2 1.89% New
1247
KCM
Kempner Capital Management
Texas
$13.6M +$14.3M 2 5.69% New
1248
Donaldson Capital Management
Donaldson Capital Management
Indiana
$13.5M +$14.2M 2 3.06% New
1249
Lincluden Management
Lincluden Management
Ontario, Canada
$13.5M +$13.2M 2 0.03% New
1250
MPA
Marvin & Palmer Associates
Delaware
$13.5M +$13M 2 7.32% New