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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
1401
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$49.8M -$647K 3 12.34% Reduced
1402
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$49.7M -$321K 3 11.98% Reduced
1403
Bender Robert & Associates
Bender Robert & Associates
California
$49.5M +$1.05M 6 19.58% Increased
1404
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$49.5M -$289K 6 8.05% Reduced
1405
Rothschild Capital Partners
Rothschild Capital Partners
New York
$49.4M +$1.37M 5 20.63% Increased
1406
TM
Tiger Management
New York
$49.4M -$23.7M 3 13.64% Reduced
1407
Alexandria Capital
Alexandria Capital
Virginia
$49.4M -$1.72M 8 6.41% Reduced
1408
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$49.2M -$307K 5 10.32% Reduced
1409
Bowie Capital Management
Bowie Capital Management
Texas
$49.2M +$1.34M 2 8.18% Increased
1410
Quantitative Investment Management
Quantitative Investment Management
Virginia
$49.1M +$17.6M 5 5.04% Increased
1411
Randolph Company
Randolph Company
Ohio
$49M -$23.6K 2 8.78% Reduced
1412
AMCA
Arthur M. Cohen & Associates
Illinois
$49M +$1.12M 5 14.76% Increased
1413
Discovery Capital Management
Discovery Capital Management
Connecticut
$48.9M -$62.9M 3 8.87% Reduced
1414
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$48.9M -$428K 5 14.57% Reduced
1415
Dynamo Internacional Gestao de Recursos
Dynamo Internacional Gestao de Recursos
Brazil
$48.9M +$6.23M 1 3.8% Increased
1416
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$48.8M -$271K 6 15.45% Reduced
1417
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$48.8M -$56.6M 2 2.92% Reduced
1418
CAM
Centre Asset Management
New York
$48.7M -$34.4M 4 19.94% Reduced
1419
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$48.7M +$1.55M 7 3.51% Increased
1420
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$48.6M -$59.5K 6 11.31% Reduced
1421
Ensemble Capital Management
Ensemble Capital Management
California
$48.6M -$6.64M 2 6.32% Reduced
1422
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$48.5M +$22.2M 4 15.46% Increased
1423
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$48.5M +$14.8M 7 3.05% Increased
1424
Seeyond
Seeyond
France
$48.5M +$18.5M 13 5.5% Increased
1425
De Burlo Group
De Burlo Group
Massachusetts
$48.4M $0 3 13.58% Maintained