← All themes

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
Focus Financial Network
Focus Financial Network
Minnesota
$130M -$760K 10 4.65% Reduced
1377
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$130M +$12.4M 8 4.96% Increased
1378
DME Capital Management
DME Capital Management
New York
$130M +$35.5M 1 5.13% Increased
1379
AL
Arnhold LLC
New York
$130M +$7.33M 10 10.9% Increased
1380
Dearborn Partners
Dearborn Partners
Illinois
$130M -$1.11M 6 6.1% Reduced
1381
LVM Capital Management
LVM Capital Management
Michigan
$130M -$3.27M 6 12.51% Reduced
1382
Estabrook Capital Management
Estabrook Capital Management
New York
$130M -$1.04M 10 18.92% Reduced
1383
Northside Capital Management
Northside Capital Management
Oregon
$130M -$2.02M 7 11.84% Reduced
1384
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$129M +$27.6M 12 6.39% Increased
1385
Venturi Wealth Management
Venturi Wealth Management
Texas
$129M +$1.26M 12 6% Increased
1386
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$129M -$2.24M 4 11.85% Reduced
1387
Heritage Trust
Heritage Trust
Oklahoma
$129M -$5.22M 7 13.66% Reduced
1388
Palisade Capital Management
Palisade Capital Management
New Jersey
$129M +$1.08M 6 3.5% Increased
1389
Coastline Trust
Coastline Trust
Rhode Island
$129M +$8.56K 8 13.83% Increased
1390
Cadence Bank
Cadence Bank
Mississippi
$129M +$136K 6 7.81% Increased
1391
LM Advisors
LM Advisors
California
$128M -$103M 7 18.51% Reduced
1392
Simmons Bank
Simmons Bank
Arkansas
$128M +$32.5K 7 8.56% Increased
1393
Twin Capital Management
Twin Capital Management
Pennsylvania
$128M -$32.8M 11 16.13% Reduced
1394
Professional Advisory Services
Professional Advisory Services
Florida
$128M -$23M 6 16.67% Reduced
1395
Hilton Capital Management
Hilton Capital Management
New York
$128M +$1.95M 8 10.36% Increased
1396
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$128M +$16.5M 3 10.92% Increased
1397
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$128M -$1.73M 4 4.36% Reduced
1398
Integrated Advisors Network
Integrated Advisors Network
Texas
$128M -$2.81M 13 5.36% Reduced
1399
Hancock Prospecting
Hancock Prospecting
Australia
$128M +$121M 3 4.15% New
1400
Jain Global
Jain Global
New York
$127M +$933K 8 0.6% Increased