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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
Seizert Capital Partners
Seizert Capital Partners
Michigan
$122M +$39.1M 4 5.37% Increased
1327
GHP Investment Advisors
GHP Investment Advisors
Colorado
$122M +$368K 15 5.41% Increased
1328
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$122M +$19.6M 10 1.76% Increased
1329
Washington Trust Bank
Washington Trust Bank
Washington
$122M +$17.7M 6 10.27% Increased
1330
Steginsky Capital
Steginsky Capital
New York
$122M +$7.07M 2 24.92% Increased
1331
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$122M -$2.63M 5 9.7% Reduced
1332
Fiduciary Group
Fiduciary Group
Georgia
$121M -$391K 6 11.43% Reduced
1333
S-Bank Fund Management
S-Bank Fund Management
Finland
$121M +$12.8M 8 17.91% Increased
1334
FJ Investments
FJ Investments
Utah
$121M +$99.2K 2 8.62% Increased
1335
CSNH
Crow's Nest Holdings
Virginia
$121M -$17.4M 2 26.75% Reduced
1336
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$121M +$14.6M 5 11.44% Increased
1337
Sculptor Capital
Sculptor Capital
New York
$120M -$27M 2 1.7% Reduced
1338
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$120M +$2.84M 9 10.95% Increased
1339
First Merchants Corp
First Merchants Corp
Indiana
$120M -$2.58M 5 4.65% Reduced
1340
LVM Capital Management
LVM Capital Management
Michigan
$120M -$1.76M 6 12.4% Reduced
1341
Financial Engines Advisors
Financial Engines Advisors
California
$120M -$861K 6 0.24% Reduced
1342
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$119M -$3.23M 4 11.52% Reduced
1343
BDWCC
B&D White Capital Company
Texas
$119M -$87.4M 3 18.16% Reduced
1344
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$119M +$91.5M 10 5.29% Increased
1345
CC
Cornerstone Capital
California
$119M -$10.7M 4 12.46% Reduced
1346
TRB Advisors
TRB Advisors
New York
$119M +$30.6M 2 28.5% Increased
1347
Park Presidio Capital
Park Presidio Capital
California
$119M +$63.8M 1 12.6% Increased
1348
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$119M +$12.9M 10 2.55% Increased
1349
Cambiar Investors
Cambiar Investors
Colorado
$119M +$6.56M 2 4.98% Increased
1350
Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services
$118M +$6.7M 7 17.79% Increased