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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
North Star Investment Management
North Star Investment Management
Illinois
$59.6M +$8.4M 16 4.92% Increased
1402
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$59.5M -$1.91M 4 11.77% Reduced
1403
Blue Chip Partners
Blue Chip Partners
Michigan
$59.5M +$1.17M 6 7.06% Increased
1404
Bank of Hawaii
Bank of Hawaii
Hawaii
$59.4M -$2.11M 5 3.45% Reduced
1405
UAM
UAS Asset Management
New York
$59.4M -$10.3M 3 20.25% Reduced
1406
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$59.4M -$1.51M 5 18.53% Reduced
1407
Webster Bank
Webster Bank
Connecticut
$59.4M -$1.01M 12 7.74% Reduced
1408
Kovack Advisors
Kovack Advisors
Florida
$59.3M +$7.5M 13 8.09% Increased
1409
Columbia Asset Management
Columbia Asset Management
Michigan
$59.3M +$1.51M 6 13.33% Increased
1410
Horizon Investments
Horizon Investments
North Carolina
$59.2M -$11.3M 10 1.75% Reduced
1411
Bath Savings Trust
Bath Savings Trust
Maine
$59.1M -$211K 6 7.28% Reduced
1412
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$59.1M -$23.5K 7 13.32% Reduced
1413
Cadence Bank
Cadence Bank
Mississippi
$59.1M -$1.45M 6 5.44% Reduced
1414
Paralel Advisors
Paralel Advisors
Colorado
$58.9M +$32.4K 2 3.3% Increased
1415
ACM
Aljian Capital Management
Nevada
$58.7M -$742K 4 29.65% Reduced
1416
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$58.7M +$2.21M 3 8.31% Increased
1417
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$58.7M -$8.38M 12 2.95% Reduced
1418
Clough Capital Partners
Clough Capital Partners
Massachusetts
$58.6M -$958K 3 6.32% Reduced
1419
Alan N. Hoffman Investment Management
Alan N. Hoffman Investment Management
Massachusetts
$58.6M -$88.8K 4 41.5% Reduced
1420
Strategic Global Advisors
Strategic Global Advisors
California
$58.5M -$4.63M 6 9.39% Reduced
1421
Caldwell Trust
Caldwell Trust
Florida
$58.4M -$1.35M 13 8.1% Reduced
1422
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$58.2M +$6.81M 7 14.79% Increased
1423
Sompo Asset Management
Sompo Asset Management
Japan
$58.2M +$3.49M 7 12.23% Increased
1424
HP
Hound Partners
New York
$58.1M +$9.7M 2 14.63% Increased
1425
Core Alternative Capital
Core Alternative Capital
Georgia
$58.1M +$1.63M 12 7.75% Increased