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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
Palisade Capital Management
Palisade Capital Management
New Jersey
$94.3M -$530K 7 2.71% Reduced
1377
RNC Capital Management
RNC Capital Management
California
$94.1M -$24M 6 4.8% Reduced
1378
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$93.5M +$4.57M 12 13.65% Increased
1379
180 Wealth Advisors
180 Wealth Advisors
Washington
$93.2M +$1.04M 15 14.85% Increased
1380
CIA
Covington Investment Advisors
Pennsylvania
$93.1M +$5.24M 4 14.47% Increased
1381
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$93M -$1.13M 5 9.29% Reduced
1382
VM
Venator Management
Pennsylvania
$92.9M +$1.95M 3 27.71% Increased
1383
Deltec Asset Management
Deltec Asset Management
New York
$92.4M +$1.27M 5 19.85% Increased
1384
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$92.3M -$877K 5 10.44% Reduced
1385
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$92.3M +$3.07M 9 4.85% Increased
1386
One Madison Group
One Madison Group
New York
$91.9M -$8.52M 3 12.02% Reduced
1387
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$91.9M -$9.09M 7 9.77% Reduced
1388
Coastline Trust
Coastline Trust
Rhode Island
$91.9M +$714K 8 11.42% Increased
1389
Heritage Trust
Heritage Trust
Oklahoma
$91.8M -$4.31M 7 11.13% Reduced
1390
SPC
Stony Point Capital
New York
$91.7M +$66.1M 4 9.44% Increased
1391
Engineers Gate Manager
Engineers Gate Manager
New York
$91.6M -$13.6M 22 1.54% Reduced
1392
Pacific Sage Partners
Pacific Sage Partners
Washington
$91.3M -$1.46M 6 20.56% Reduced
1393
Ninety One
Ninety One
South Africa
$91.1M +$29.7M 3 16.89% Increased
1394
Evelyn Partners Investment Management Services
Evelyn Partners Investment Management Services
$91.1M +$8.33M 7 14.94% Increased
1395
Simmons Bank
Simmons Bank
Arkansas
$91M +$86.9K 8 6.86% Increased
1396
Anchor Investment Management
Anchor Investment Management
South Carolina
$91M +$1.86M 13 8.48% Increased
1397
Capula Management
Capula Management
Cayman Islands
$90.9M -$227M 10 0.51% Reduced
1398
Ally Financial
Ally Financial
Michigan
$90.7M +$17.5M 6 10.17% Increased
1399
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$90.6M +$41.7K 4 10.25% Increased
1400
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$90.5M -$1.29M 9 6.85% Reduced