← 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
1326
HFS
Haverford Financial Services
Pennsylvania
$13.8M +$5.96M 3 6.3% Increased
1327
Dock Street Asset Management
Dock Street Asset Management
Florida
$13.8M -$1.53M 3 7.29% Reduced
1328
HMC
Harbert Management Corporation
Alabama
$13.7M -$3.39M 2 15.12% Reduced
1329
RCA
Rex Capital Advisors
Rhode Island
$13.7M +$1.16M 3 13.87% Increased
1330
CIM
Contravisory Investment Management
Massachusetts
$13.7M +$12.1M 3 2.69% Increased
1331
Essex Financial Services
Essex Financial Services
Connecticut
$13.7M -$440K 5 4.47% Reduced
1332
CW
Cobiz Wealth
Colorado
$13.6M +$5.61M 5 3.26% Increased
1333
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$13.6M +$354K 2 8.46% Increased
1334
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.6M -$407K 5 2.8% Reduced
1335
SAS
Spectrum Advisory Services
Georgia
$13.6M +$22.1K 4 4.87% Increased
1336
Channing Capital Management
Channing Capital Management
Illinois
$13.6M +$672K 2 0.87% Increased
1337
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$13.6M $0 6 6.69% Maintained
1338
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$13.5M +$2.74M 4 0.5% Increased
1339
KCM
Kingdon Capital Management
New York
$13.5M -$13.3M 1 0.69% Reduced
1340
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$13.5M +$1.17M 1 3.12% Increased
1341
WA
Westport Advisers
Connecticut
$13.4M $0 1 1.27% Maintained
1342
GL
Globe Life
Texas
$13.4M $0 1 11.48% Maintained
1343
CW
Cabot-Wellington
Massachusetts
$13.4M +$415K 4 4.99% Increased
1344
SCI
S&CO Inc
Massachusetts
$13.3M -$154K 3 2% Reduced
1345
OSNBOA
Old Second National Bank of Aurora
Illinois
$13.3M -$2.69M 7 6.74% Reduced
1346
First Horizon Advisors
First Horizon Advisors
Tennessee
$13.2M -$2.58M 9 1.84% Reduced
1347
11A
10-15 Associates
New York
$13.1M +$121K 3 4.28% Increased
1348
CAM
CG Asset Management
New York
$13.1M -$49.7K 3 5.89% Reduced
1349
KFS
Kurt F. Somerville
$13.1M -$646K 3 5.21% Reduced
1350
Eagle Global Advisors
Eagle Global Advisors
Texas
$13.1M +$166K 4 0.4% Increased