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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
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$52.3M +$6.87M 4 11.68% Increased
1377
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$52.3M -$2.67M 9 3.69% Reduced
1378
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$52.2M +$2.96M 3 13.37% Increased
1379
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$52.2M +$126K 6 6.26% Increased
1380
ARS Investment Partners
ARS Investment Partners
New York
$52.1M -$7.99M 6 6.93% Reduced
1381
Abbrea Capital
Abbrea Capital
California
$52M -$877K 6 9.38% Reduced
1382
Royce & Associates
Royce & Associates
New York
$52M +$1.25M 4 0.55% Increased
1383
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$51.9M -$450K 5 22.24% Reduced
1384
Zevin Asset Management
Zevin Asset Management
Massachusetts
$51.8M +$1.4M 4 11.26% Increased
1385
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$51.8M -$56.7K 7 12.14% Reduced
1386
Edgar Lomax Company
Edgar Lomax Company
Virginia
$51.7M -$295K 1 3.14% Reduced
1387
Gratus Capital
Gratus Capital
Georgia
$51.7M +$3.33M 8 4.24% Increased
1388
Canandaigua National Corp
Canandaigua National Corp
New York
$51.7M +$181K 6 8.78% Increased
1389
Bank of Hawaii
Bank of Hawaii
Hawaii
$51.7M +$456K 7 3.16% Increased
1390
TP
Thunderbird Partners
United Kingdom
$51.6M +$2.64M 1 12.45% Increased
1391
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$51.6M -$1.08M 7 5.08% Reduced
1392
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$51.6M -$12.5M 6 0.63% Reduced
1393
Harvest Fund Management
Harvest Fund Management
China
$51.5M +$3.27M 20 13.28% Increased
1394
Y.D. More Investments
Y.D. More Investments
Israel
$51.4M +$53.9M 14 12.45% New
1395
Avestar Capital
Avestar Capital
New York
$51.2M +$15.5M 8 9.27% Increased
1396
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$51.1M +$52.4K 5 8.84% Increased
1397
Foster & Motley
Foster & Motley
Ohio
$51.1M +$1.04M 7 4.37% Increased
1398
SA
Strategic Advisors
New York
$51.1M -$1.3M 8 11.39% Reduced
1399
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$51M +$4.43M 5 17.04% Increased
1400
Focus Financial Network
Focus Financial Network
Minnesota
$51M -$620K 10 4.15% Reduced