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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
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$72.2M +$7M 10 2.65% Increased
1402
E
Ergoteles
New York
$72.2M -$33.9M 7 2.64% Reduced
1403
Steginsky Capital
Steginsky Capital
New York
$72M +$3.45M 2 27.05% Increased
1404
Grassi Investment Management
Grassi Investment Management
California
$71.7M -$16.2K 7 8.07% Reduced
1405
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$71.5M -$6.46M 4 11.74% Reduced
1406
Griffin Asset Management
Griffin Asset Management
New York
$71.2M -$2.86M 8 9.11% Reduced
1407
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$70.7M +$190K 6 8.5% Increased
1408
Empyrean Capital Partners
Empyrean Capital Partners
California
$70.7M -$9.02M 1 1.57% Reduced
1409
BPM
Bowling Portfolio Management
Ohio
$70.5M -$383K 6 15.85% Reduced
1410
AIS
AM Investment Strategies
Tennessee
$70.5M +$1.28M 6 18.48% Increased
1411
AMG National Trust Bank
AMG National Trust Bank
Colorado
$70M -$3.71M 7 2.25% Reduced
1412
Grosvenor Holdings
Grosvenor Holdings
Illinois
$69.9M -$90M 2 8.57% Reduced
1413
Long Walk Management
Long Walk Management
Connecticut
$69.9M +$3.81M 2 52.89% Increased
1414
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$69.9M -$2.19M 3 22.28% Reduced
1415
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$69.9M +$1.5M 1 8.98% Increased
1416
LMR Partners
LMR Partners
United Kingdom
$69.8M +$18.2M 7 0.79% Increased
1417
1SP
140 Summer Partners
New York
$69.8M +$71M 1 8.88% New
1418
WDA
Wendell David Associates
New Hampshire
$69.8M -$109K 7 7.78% Reduced
1419
BTC Capital Management
BTC Capital Management
Iowa
$69.7M -$2.24M 5 7.82% Reduced
1420
Scholtz & Company
Scholtz & Company
Connecticut
$69.7M -$4.46M 4 24.66% Reduced
1421
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$69.6M +$5.38M 8 1.59% Increased
1422
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$69.6M +$26.2M 10 9.54% Increased
1423
FPCM
Financial Partners Capital Management
New York
$69.6M -$650K 6 12.71% Reduced
1424
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$69.5M -$1.44M 5 11.24% Reduced
1425
Donor Advised Charitable Giving
Donor Advised Charitable Giving
California
$69.5M -$904K 5 12.42% Reduced