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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
1376
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$141M -$3.5M 5 14.42% Reduced
1377
BBI
Baxter Bros Inc
Connecticut
$141M -$961K 5 16.34% Reduced
1378
Grandfield & Dodd
Grandfield & Dodd
New York
$141M -$1.67M 6 7.4% Reduced
1379
TD Private Client Wealth
TD Private Client Wealth
New York
$141M -$1.12M 24 2.6% Reduced
1380
YCG LLC
YCG LLC
Texas
$141M -$17.8M 3 12.41% Reduced
1381
LA
LM Advisors
California
$141M +$135M 8 16.28% Increased
1382
SCA
Sander Capital Advisors
Washington
$141M -$2.24M 4 74.55% Reduced
1383
Emerald Investment Advisers
Emerald Investment Advisers
Pennsylvania
$141M +$20.3M 7 9.37% Increased
1384
Compass Capital Management
Compass Capital Management
Minnesota
$141M -$12.4M 4 8.48% Reduced
1385
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$140M +$442K 7 8.69% Increased
1386
Essex Financial Services
Essex Financial Services
Connecticut
$140M +$704K 10 6.99% Increased
1387
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$140M -$29.3M 4 12.68% Reduced
1388
Titan Investment Solutions
Titan Investment Solutions
$140M -$6.86M 5 15.66% Reduced
1389
Alerus Financial
Alerus Financial
North Dakota
$140M -$5.28M 9 6.11% Reduced
1390
First Merchants Corp
First Merchants Corp
Indiana
$139M -$370K 7 4.91% Reduced
1391
GHP Investment Advisors
GHP Investment Advisors
Colorado
$139M +$1.12M 15 5.11% Increased
1392
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$139M +$140M 8 4.58% Increased
1393
Sycomore Asset Management
Sycomore Asset Management
France
$139M $0 7 14.89% Maintained
1394
Hartline Investment Corp
Hartline Investment Corp
Illinois
$139M -$3.17M 8 12.09% Reduced
1395
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$139M -$3.17M 15 5.59% Reduced
1396
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$139M +$15.8M 8 7.32% Increased
1397
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$139M -$4.49M 9 8.54% Reduced
1398
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$138M -$2.87M 8 5.02% Reduced
1399
Palisade Capital Management
Palisade Capital Management
New Jersey
$138M +$356K 7 6% Increased
1400
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$138M -$350K 6 10.14% Reduced