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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
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$66.6M -$47.6K 4 21.24% Reduced
1377
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$66.5M +$13.8M 10 7.38% Increased
1378
Miracle Mile Advisors
Miracle Mile Advisors
California
$66.4M -$4.26M 8 3.77% Reduced
1379
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$66.3M -$514K 5 17.01% Reduced
1380
HVM
Harvest Volatility Management
Connecticut
$66.1M +$25M 4 6.1% Increased
1381
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$66.1M -$1.94M 7 1.22% Reduced
1382
Decatur Capital Management
Decatur Capital Management
Georgia
$66.1M -$60.8M 4 22.79% Reduced
1383
Palisade Asset Management
Palisade Asset Management
Minnesota
$65.9M +$271K 7 8.49% Increased
1384
1ST Source Bank
1ST Source Bank
Indiana
$65.9M -$2.3M 6 4.36% Reduced
1385
Dynamo Internacional Gestao de Recursos
Dynamo Internacional Gestao de Recursos
Brazil
$65.6M -$6.09M 1 5.96% Reduced
1386
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$65.6M -$577K 4 16.8% Reduced
1387
Caldwell Trust
Caldwell Trust
Florida
$65.5M -$272K 13 9.14% Reduced
1388
IMC Chicago
IMC Chicago
Illinois
$65.5M -$214M 3 0.1% Reduced
1389
Birinyi Associates
Birinyi Associates
Connecticut
$65.5M -$1.95M 5 24.95% Reduced
1390
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$65.4M +$74.9K 8 2.35% Increased
1391
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$65.4M -$19.1M 6 9.38% Reduced
1392
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$65.4M -$1.51M 8 2.88% Reduced
1393
Linscomb Wealth
Linscomb Wealth
Texas
$65.3M +$1.31M 7 3.55% Increased
1394
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$65M +$940K 6 15.39% Increased
1395
Ulysses Management
Ulysses Management
New York
$64.9M $0 2 6.93% Maintained
1396
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$64.6M +$612K 8 3.89% Increased
1397
KFS
Kurt F. Somerville
$64.5M -$659K 5 10.2% Reduced
1398
Abbrea Capital
Abbrea Capital
California
$64.5M +$1.97M 7 10.65% Increased
1399
E
Ergoteles
New York
$64.2M -$321M 4 2% Reduced
1400
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$64.2M +$14.9M 5 20.47% Increased