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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
1326
Heritage Trust
Heritage Trust
Oklahoma
$67.4M +$365K 7 10.6% Increased
1327
Sepio Capital
Sepio Capital
Utah
$67.2M -$2.68M 12 6.2% Reduced
1328
Willis Investment Counsel
Willis Investment Counsel
Georgia
$67.2M +$3.99M 3 4.39% Increased
1329
Progressive Investment Management
Progressive Investment Management
Oregon
$67.1M +$10.6M 5 21.67% Increased
1330
Sowell Financial Services
Sowell Financial Services
Arkansas
$66.8M -$16.6M 8 5.15% Reduced
1331
Jackson Square Partners
Jackson Square Partners
California
$66.8M -$32.8M 3 1.81% Reduced
1332
Cinctive Capital Management
Cinctive Capital Management
New York
$66.7M +$43.7M 8 2.22% Increased
1333
Professional Advisory Services
Professional Advisory Services
Florida
$66.7M -$9.8M 6 10.39% Reduced
1334
Country Club Bank
Country Club Bank
Missouri
$66.3M +$2.53M 6 5.46% Increased
1335
Claar Advisors
Claar Advisors
New York
$66.3M -$2.82M 4 26.94% Reduced
1336
Gratus Capital
Gratus Capital
Georgia
$66.1M +$6.29M 9 5.04% Increased
1337
Twin Tree Management
Twin Tree Management
Texas
$66M -$176M 5 0.12% Reduced
1338
BloombergSen
BloombergSen
Ontario, Canada
$66M -$906K 1 4.52% Reduced
1339
SCA
Sander Capital Advisors
Washington
$65.5M +$268K 3 39.27% Increased
1340
Mark Asset Management
Mark Asset Management
New York
$65.5M +$4.12M 4 11.97% Increased
1341
GHP Investment Advisors
GHP Investment Advisors
Colorado
$65.4M -$273K 18 4.15% Reduced
1342
Steginsky Capital
Steginsky Capital
New York
$65.2M -$1.1M 2 23.25% Reduced
1343
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$65M +$2.08M 6 3.17% Increased
1344
CX Institutional
CX Institutional
Indiana
$65M +$30.8M 9 3.46% Increased
1345
FFH
Fairfax Financial Holdings
Ontario, Canada
$64.8M $0 2 3.7% Maintained
1346
German American Bancorp
German American Bancorp
Indiana
$64.8M +$907K 5 9.7% Increased
1347
SIM
SW Investment Management
Colorado
$64.7M $0 1 26.14% Maintained
1348
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$64.7M +$2.83M 9 4.19% Increased
1349
Avestar Capital
Avestar Capital
New York
$64.4M +$3.52M 9 11.49% Increased
1350
Water Island Capital
Water Island Capital
New York
$64.3M +$5.67M 2 5.08% Increased