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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
1276
Edgar Lomax Company
Edgar Lomax Company
Virginia
$38M -$16.2M 2 2.73% Reduced
1277
MB Financial Bank - Trust Department
MB Financial Bank - Trust Department
Illinois
$38M -$11.3M 7 4.34% Reduced
1278
Jacobs & Co
Jacobs & Co
California
$37.9M -$669K 6 7% Reduced
1279
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$37.8M +$2.17M 8 3.92% Increased
1280
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$37.8M -$8.84M 7 4.84% Reduced
1281
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$37.8M -$25.7M 6 0.38% Reduced
1282
Narwhal Capital Management
Narwhal Capital Management
Georgia
$37.8M +$115K 6 8.75% Increased
1283
FPFS
First Personal Financial Services
North Carolina
$37.6M -$5.14M 13 8.25% Reduced
1284
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$37.5M -$223K 4 6.86% Reduced
1285
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$37.5M +$365K 5 9.24% Increased
1286
SC
Selz Capital
New York
$37.4M +$500K 2 5.77% Increased
1287
TAA
TB Alternative Assets
Cayman Islands
$37.3M -$53.1M 3 15.38% Reduced
1288
AL
Arnhold LLC
New York
$37.2M +$38.5M 6 7.04% New
1289
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$37.2M -$670K 10 2.99% Reduced
1290
Bank of the West
Bank of the West
California
$37.2M +$2.91M 7 4.65% Increased
1291
Stewart & Patten Company
Stewart & Patten Company
California
$37.1M -$770K 5 7.17% Reduced
1292
Dock Street Asset Management
Dock Street Asset Management
Florida
$37.1M +$668K 3 13.92% Increased
1293
AA
Antipodean Advisors
New York
$37M -$9.49M 3 40.85% Reduced
1294
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$36.9M +$14M 7 5.81% Increased
1295
NBT Bank
NBT Bank
New York
$36.8M -$1.1M 6 6.03% Reduced
1296
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$36.8M +$2.35M 5 12.78% Increased
1297
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$36.6M +$1.27M 5 7.99% Increased
1298
Fiduciary Group
Fiduciary Group
Georgia
$36.5M -$1.86M 6 7.91% Reduced
1299
Carrhae Capital
Carrhae Capital
United Kingdom
$36.5M +$12.2M 1 37.39% Increased
1300
TimesSquare Capital Management
TimesSquare Capital Management
New York
$36.4M +$1.41M 3 0.25% Increased