← 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
1251
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$45.5M -$516K 5 16.15% Reduced
1252
Vestor Capital
Vestor Capital
Illinois
$45.3M -$63.4K 7 8% Reduced
1253
Pitcairn
Pitcairn
Pennsylvania
$45.3M +$2.78M 12 4.53% Increased
1254
IberiaBank
IberiaBank
Louisiana
$45.3M +$1.52M 6 4.99% Increased
1255
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$45.2M +$1.35M 7 3.36% Increased
1256
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$45.1M +$4.2M 5 8.9% Increased
1257
Appleton Partners
Appleton Partners
Massachusetts
$45.1M +$933K 7 5.57% Increased
1258
APA
American Portfolios Advisors
New York
$45M +$2.7M 21 3.79% Increased
1259
ALAM
Asahi Life Asset Management
Japan
$45M -$6.52M 6 8.99% Reduced
1260
OAMG
Odey Asset Management Group
United Kingdom
$45M +$18.8M 3 3.82% Increased
1261
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$44.9M +$2.12M 5 4.65% Increased
1262
Rockland Trust
Rockland Trust
Massachusetts
$44.5M +$1.64M 6 4.41% Increased
1263
D.J. St. Germain
D.J. St. Germain
Massachusetts
$44.3M -$578K 6 4.83% Reduced
1264
Giverny Capital
Giverny Capital
Quebec, Canada
$44.3M +$762K 2 4.47% Increased
1265
Hartline Investment Corp
Hartline Investment Corp
Illinois
$44.3M -$170K 7 10.58% Reduced
1266
Matrix Asset Advisors
Matrix Asset Advisors
New York
$44.2M -$4.08M 4 7.84% Reduced
1267
Ally Financial
Ally Financial
Michigan
$44.2M -$29.7M 5 7.6% Reduced
1268
Griffin Asset Management
Griffin Asset Management
New York
$44.2M +$499K 9 5.63% Increased
1269
Petrus Trust Company
Petrus Trust Company
Texas
$44.1M +$9.44M 7 7.81% Increased
1270
Vigilant Capital Management
Vigilant Capital Management
Maine
$44M -$372K 8 5.88% Reduced
1271
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$44M -$1.26M 7 5.19% Reduced
1272
KPC
Karst Peak Capital
Hong Kong
$43.9M +$8.63M 1 60.75% Increased
1273
Boothbay Fund Management
Boothbay Fund Management
New York
$43.9M +$5.87M 7 3.99% Increased
1274
Chemical Bank
Chemical Bank
Michigan
$43.8M -$1.03M 6 4.97% Reduced
1275
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$43.7M +$3.73M 5 8.44% Increased