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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
1251
Kings Point Capital Management
Kings Point Capital Management
New York
$37.9M +$874K 8 7.96% Increased
1252
WEC
White Elm Capital
Connecticut
$37.8M +$5.37M 2 7.98% Increased
1253
Jacobs & Co
Jacobs & Co
California
$37.7M -$1.22M 6 6.82% Reduced
1254
SKBA Capital Management
SKBA Capital Management
California
$37.6M +$7.16M 2 5.23% Increased
1255
Majedie Asset Management
Majedie Asset Management
United Kingdom
$37.5M -$4.35M 4 3.14% Reduced
1256
Check Capital Management
Check Capital Management
California
$37.4M +$2.12M 2 2.06% Increased
1257
CPWM LLC
CPWM LLC
Washington
$37.4M -$404K 7 8.63% Reduced
1258
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$37.2M +$36.4M 4 16.3% New
1259
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$37.1M +$346K 9 6.42% Increased
1260
NG
NatWest Group
United Kingdom
$37.1M -$903K 3 8.35% Reduced
1261
Wedbush Securities
Wedbush Securities
California
$37.1M +$2.97M 9 4.53% Increased
1262
AMI Asset Management
AMI Asset Management
California
$37M -$1.46M 1 2.56% Reduced
1263
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$36.9M -$4.8M 2 2.12% Reduced
1264
Cadinha & Co
Cadinha & Co
Hawaii
$36.9M -$179K 5 5.1% Reduced
1265
Murphy Capital Management
Murphy Capital Management
New Jersey
$36.9M -$199K 8 5.05% Reduced
1266
NBT Bank
NBT Bank
New York
$36.9M -$2.92M 6 5.81% Reduced
1267
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$36.8M -$5.88M 8 1.89% Reduced
1268
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$36.8M +$14.3M 7 0.44% Increased
1269
Advisory Services Network
Advisory Services Network
Georgia
$36.8M +$7.09M 17 3.21% Increased
1270
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$36.8M -$5.51M 8 3.88% Reduced
1271
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$36.7M -$294K 5 9.05% Reduced
1272
Narwhal Capital Management
Narwhal Capital Management
Georgia
$36.6M +$2.03M 7 8.42% Increased
1273
Fiduciary Group
Fiduciary Group
Georgia
$36.6M -$914K 6 7.82% Reduced
1274
MayTech Global Investments
MayTech Global Investments
New York
$36.5M +$35.8M 4 24.07% New
1275
Stewart & Patten Company
Stewart & Patten Company
California
$36.5M -$1.4M 5 6.52% Reduced