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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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$17.8M +$16.5K 2 0.35% Increased
1227
Callahan Advisors
Callahan Advisors
Texas
$17.8M +$452K 4 5.11% Increased
1228
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$17.7M -$3.85M 6 1.86% Reduced
1229
HHMI
Howard Hughes Medical Institute
Maryland
$17.7M -$2.1M 4 3.75% Reduced
1230
Robeco Schweiz
Robeco Schweiz
Switzerland
$17.7M -$8.62M 4 1.47% Reduced
1231
HBWM
Hollow Brook Wealth Management
New York
$17.6M -$1.79M 3 6.75% Reduced
1232
Ensemble Capital Management
Ensemble Capital Management
California
$17.6M -$853K 2 5.26% Reduced
1233
SIRP
Shelter Insurance Retirement Plan
Missouri
$17.6M $0 2 7.91% Maintained
1234
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$17.6M +$18.4M 1 5.17% New
1235
SHA
Smith Hayes Advisers
Nebraska
$17.6M -$559K 5 3.48% Reduced
1236
Hollencrest Capital Management
Hollencrest Capital Management
California
$17.6M -$1.86M 7 2.53% Reduced
1237
EDRI
Edmond de Rothschild (Italia)
Italy
$17.5M +$17.8M 2 17.31% New
1238
RNC Capital Management
RNC Capital Management
California
$17.5M -$3.26M 5 1.49% Reduced
1239
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$17.4M +$602K 3 4.43% Increased
1240
CANC
Culbertson A N & Co
Virginia
$17.4M +$503K 4 6.78% Increased
1241
TC
Towle & Co
Colorado
$17.3M -$326K 1 3.2% Reduced
1242
MAI Capital Management
MAI Capital Management
Ohio
$17.3M +$141K 7 1.14% Increased
1243
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$17.3M -$725K 4 3.71% Reduced
1244
GW&K Investment Management
GW&K Investment Management
Massachusetts
$17.3M +$2.4M 3 0.39% Increased
1245
Ionic Capital Management
Ionic Capital Management
New York
$17.2M -$27.6M 3 0.8% Reduced
1246
CMBA
C.M. Bidwell & Associates
Hawaii
$17.2M +$4.34K 3 3.84% Increased
1247
Capital Investment Advisors
Capital Investment Advisors
Georgia
$17.2M +$460K 5 1.85% Increased
1248
Salient Capital Advisors
Salient Capital Advisors
Texas
$17.2M +$969K 5 0.32% Increased
1249
CCM
Cohen Capital Management
California
$17.2M $0 3 4.42% Maintained
1250
M
MOTCO
Texas
$17.1M -$3.79M 6 1.96% Reduced