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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
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$66.9M -$7.23M 6 2.83% Reduced
1252
Schnieders Capital Management
Schnieders Capital Management
California
$66.9M +$16.8M 6 17.7% Increased
1253
MIG Capital
MIG Capital
California
$66.8M -$15.1M 2 12.26% Reduced
1254
DDD Partners
DDD Partners
Washington
$66.8M -$3.23M 5 12.11% Reduced
1255
Palisade Capital Management
Palisade Capital Management
New Jersey
$66.7M -$498K 7 1.89% Reduced
1256
Lakewood Capital Management
Lakewood Capital Management
New York
$66.7M -$14.2M 1 5.61% Reduced
1257
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$66.6M +$1.01M 7 10.08% Increased
1258
Professional Advisory Services
Professional Advisory Services
Florida
$66.3M -$2.03M 6 11.52% Reduced
1259
BloombergSen
BloombergSen
Ontario, Canada
$66.2M -$5.75M 1 4.55% Reduced
1260
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$66M +$18.3M 9 1.38% Increased
1261
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$65.9M +$1.18M 10 2.56% Increased
1262
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$65.9M +$1.61M 8 12.67% Increased
1263
Fiduciary Group
Fiduciary Group
Georgia
$65.7M -$521M 6 8.51% Reduced
1264
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$65.6M +$19.6M 5 15.32% Increased
1265
Quantinno Capital Management
Quantinno Capital Management
New York
$65.3M +$13.3M 11 8.41% Increased
1266
Check Capital Management
Check Capital Management
California
$65.2M -$238K 3 3.47% Reduced
1267
Robeco Schweiz
Robeco Schweiz
Switzerland
$65.1M +$8.58M 5 1.27% Increased
1268
JWBC
J.W. Burns & Co
New York
$65.1M +$1.1M 5 12.78% Increased
1269
Insight Holdings Group
Insight Holdings Group
New York
$65.1M +$19.3M 4 1.31% Increased
1270
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$65.1M -$12.8M 5 13.39% Reduced
1271
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$65.1M -$326M 7 15.47% Reduced
1272
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$64.9M +$4.7M 5 3.37% Increased
1273
RIA
RPG Investment Advisory
California
$64.9M +$6.23M 6 13.99% Increased
1274
Level Four Advisory Services
Level Four Advisory Services
Texas
$64.9M +$2.17M 10 6.3% Increased
1275
Clearstead Advisors
Clearstead Advisors
Ohio
$64.8M -$7.33M 19 5.97% Reduced