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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
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$53.9M +$2.06M 8 2.86% Increased
1402
Rothschild Capital Partners
Rothschild Capital Partners
New York
$53.8M $0 5 21.31% Maintained
1403
Owl Creek Asset Management
Owl Creek Asset Management
New York
$53.7M -$31.5M 1 3.57% Reduced
1404
Poplar Forest Capital
Poplar Forest Capital
California
$53.7M -$3.21M 4 6.58% Reduced
1405
BBR Partners
BBR Partners
New York
$53.4M -$4.71M 8 4.57% Reduced
1406
Nine Masts Capital
Nine Masts Capital
Hong Kong
$53.3M +$42.1M 1 42.17% Increased
1407
Thomas White International
Thomas White International
Illinois
$53.3M +$605K 6 9.84% Increased
1408
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$53.1M $0 1 6.9% Maintained
1409
Wallington Asset Management
Wallington Asset Management
Indiana
$53.1M -$2.63M 3 12.29% Reduced
1410
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$53M -$1.08M 5 9.91% Reduced
1411
Dundas Partners
Dundas Partners
United Kingdom
$52.9M $0 3 10.62% Maintained
1412
Miller Howard Investments
Miller Howard Investments
New York
$52.8M +$11.9M 1 2.78% Increased
1413
BTR Capital Management
BTR Capital Management
California
$52.8M -$2.43M 6 9.34% Reduced
1414
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$52.7M -$1.98M 7 5.81% Reduced
1415
Caxton Associates (New York)
Caxton Associates (New York)
New York
$52.7M -$9.8M 7 5.55% Reduced
1416
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$52.6M -$24.5M 6 5.49% Reduced
1417
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
$52.6M +$91.4K 1 2.66% Increased
1418
Perigon Wealth Management
Perigon Wealth Management
California
$52.6M +$815K 13 7.35% Increased
1419
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$52.5M +$68.1K 6 7.86% Increased
1420
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$52.5M -$474K 4 20.15% Reduced
1421
BTC Capital Management
BTC Capital Management
Iowa
$52.3M -$1.55M 6 7.3% Reduced
1422
IMC Chicago
IMC Chicago
Illinois
$52.3M +$48M 1 0.08% Increased
1423
International Value Advisers
International Value Advisers
$52.3M -$84.2M 2 5.99% Reduced
1424
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$52.3M -$3.24M 10 5.52% Reduced
1425
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$52.3M +$52.7M 7 8.91% New