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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
BlueDrive Global Investors
BlueDrive Global Investors
United Kingdom
$52.1M +$12.2M 1 19.34% Increased
1227
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$52M +$3.87M 7 3.84% Increased
1228
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$52M +$6.75M 3 11.09% Increased
1229
Polaris Capital Management
Polaris Capital Management
Massachusetts
$52M -$36.9M 2 3.14% Reduced
1230
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$52M +$54.7M 4 29.29% New
1231
Patten & Patten
Patten & Patten
Tennessee
$51.9M +$505K 7 6.84% Increased
1232
Fairfield, Bush & Co
Fairfield, Bush & Co
Connecticut
$51.8M -$2.98M 8 21.53% Reduced
1233
Corient Capital Partners
Corient Capital Partners
California
$51.7M +$5.54M 10 8.15% Increased
1234
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$51.6M -$837K 20 5.49% Reduced
1235
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$51.6M +$7.5M 12 1.81% Increased
1236
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$51.5M +$510K 5 15.38% Increased
1237
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$51.4M -$3.78M 6 12.72% Reduced
1238
Andra AP-fonden
Andra AP-fonden
Sweden
$51.3M +$7.75M 13 1.86% Increased
1239
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$51.2M -$2.18M 3 10.24% Reduced
1240
1ST Source Bank
1ST Source Bank
Indiana
$51.1M -$1.35M 6 5.14% Reduced
1241
Tradewinds Capital Management
Tradewinds Capital Management
Washington
$50.9M -$677K 13 15.95% Reduced
1242
SC
Shellback Capital
Massachusetts
$50.8M +$28.4M 3 11.25% Increased
1243
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$50.7M -$51.7M 13 3.2% Reduced
1244
Think Investments
Think Investments
California
$50.6M -$5.15M 2 18.63% Reduced
1245
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$50.5M +$83K 4 9.62% Increased
1246
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$50.5M +$1.02M 8 7.23% Increased
1247
Cadinha & Co
Cadinha & Co
Hawaii
$50.4M -$626K 4 13.39% Reduced
1248
CapWealth Advisors
CapWealth Advisors
Tennessee
$50.4M -$10.3M 5 8.87% Reduced
1249
GW & Wade
GW & Wade
Massachusetts
$50.2M +$2.4M 8 4.72% Increased
1250
Huber Capital Management
Huber Capital Management
California
$50.1M +$115K 3 9.2% Increased