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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
Sloane Robinson
Sloane Robinson
United Kingdom
$39.5M -$14M 1 17.84% Reduced
1377
ACM
Aljian Capital Management
Nevada
$39.3M +$1.53M 5 32.57% Increased
1378
Jefferies Group
Jefferies Group
New York
$39.2M -$35.4M 14 0.3% Reduced
1379
Payden & Rygel
Payden & Rygel
California
$39.2M -$9.9M 5 2.66% Reduced
1380
Professional Advisory Services
Professional Advisory Services
Florida
$39.1M -$1.87M 5 7.44% Reduced
1381
Growth Interface Management
Growth Interface Management
Florida
$39.1M +$3.68M 2 17.27% Increased
1382
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$39M +$39.1M 5 12.51% New
1383
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$39M +$2.76M 5 7.84% Increased
1384
Sunbelt Securities
Sunbelt Securities
Texas
$39M +$27.7M 10 4.37% Increased
1385
Geneos Wealth Management
Geneos Wealth Management
Colorado
$39M -$367K 18 2.33% Reduced
1386
Simplicity Solutions
Simplicity Solutions
Minnesota
$38.9M +$3.6M 9 1.58% Increased
1387
Engineers Gate Manager
Engineers Gate Manager
New York
$38.8M +$18.3M 14 1.97% Increased
1388
Wallington Asset Management
Wallington Asset Management
Indiana
$38.7M +$1.33M 3 9.38% Increased
1389
WMS Partners
WMS Partners
Maryland
$38.6M +$1.28M 7 9.29% Increased
1390
Palisade Capital Management
Palisade Capital Management
New Jersey
$38.6M +$246K 7 1.18% Increased
1391
Parker Investment Management
Parker Investment Management
California
$38.5M -$416K 5 11.5% Reduced
1392
Sonora Investment Management
Sonora Investment Management
Arizona
$38.4M -$33.1K 13 4% Reduced
1393
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$38.4M -$9.22M 6 9.42% Reduced
1394
Transform Wealth
Transform Wealth
Colorado
$38.3M -$2.34M 7 6.79% Reduced
1395
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$38.2M +$1.56M 5 7.87% Increased
1396
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$38.2M -$391K 6 6.19% Reduced
1397
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$38M -$1.65M 8 13.95% Reduced
1398
JW Asset Management
JW Asset Management
Florida
$38M $0 2 33.41% Maintained
1399
SVA Wealth Management
SVA Wealth Management
Wisconsin
$37.7M +$836K 6 3.7% Increased
1400
SCA
Sander Capital Advisors
Washington
$37.7M +$1.71M 2 24.93% Increased