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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
1301
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$43.9M +$12M 1 4.98% Increased
1302
Sompo Asset Management
Sompo Asset Management
Japan
$43.9M +$6.33M 6 10.93% Increased
1303
CDAM (UK)
CDAM (UK)
United Kingdom
$43.8M +$4.78M 1 7.81% Increased
1304
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$43.8M -$1.42M 4 11.18% Reduced
1305
Vigilant Capital Management
Vigilant Capital Management
Maine
$43.6M +$927K 9 5.67% Increased
1306
Fulton Bank
Fulton Bank
Pennsylvania
$43.5M -$263K 8 2.95% Reduced
1307
Act Two Investors
Act Two Investors
California
$43.4M +$7.45M 5 19.15% Increased
1308
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$43.3M +$3.55M 7 2.09% Increased
1309
Edgestream Partners
Edgestream Partners
New Jersey
$43M +$21M 7 4.11% Increased
1310
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$43M -$1.43M 8 2.72% Reduced
1311
Vestor Capital
Vestor Capital
Illinois
$43M -$4.09M 6 7.26% Reduced
1312
Edge Wealth Management
Edge Wealth Management
New York
$42.9M -$2.25M 9 9.87% Reduced
1313
Blue Pool Management
Blue Pool Management
Hong Kong
$42.7M -$9.29M 3 16.9% Reduced
1314
Element Capital Management
Element Capital Management
New York
$42.7M -$26.7M 8 3.72% Reduced
1315
Jacobs & Co
Jacobs & Co
California
$42.7M -$1.83M 6 6.92% Reduced
1316
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$42.7M -$8.4M 6 3.67% Reduced
1317
Grosvenor Holdings
Grosvenor Holdings
Illinois
$42.6M +$43.8M 1 7.7% New
1318
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$42.5M -$63.2K 6 5.57% Reduced
1319
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$42.4M +$3.57M 19 3.32% Increased
1320
TCF National Bank
TCF National Bank
South Dakota
$42.4M +$42.5M 6 5.1% New
1321
Simmons Bank
Simmons Bank
Arkansas
$42.3M +$8.29K 8 4.17% Increased
1322
Deer VIII & Co
Deer VIII & Co
New York
$42.3M -$49.9M 1 16.92% Reduced
1323
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$42.3M -$638K 5 16.3% Reduced
1324
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$42.1M -$1.02M 8 13.62% Reduced
1325
NatWest Group
NatWest Group
United Kingdom
$42M -$15.8M 4 10.16% Reduced