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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
1426
Harvard Management Company
Harvard Management Company
Massachusetts
$61.7M -$130M 1 3.45% Reduced
1427
Tufton Capital Management
Tufton Capital Management
Maryland
$61.6M -$623K 6 10.52% Reduced
1428
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$61.5M -$994K 7 6.28% Reduced
1429
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$61.5M +$860K 8 2.87% Increased
1430
United Asset Strategies
United Asset Strategies
New York
$61.4M +$6.86M 7 8.9% Increased
1431
WMS Partners
WMS Partners
Maryland
$61.2M -$3.27M 8 13.94% Reduced
1432
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$61.2M -$7.55M 2 1.65% Reduced
1433
Edgar Lomax Company
Edgar Lomax Company
Virginia
$60.8M +$19.7M 2 3.79% Increased
1434
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$60.8M +$13.8M 9 3.21% Increased
1435
BCH
Berkshire Capital Holdings
California
$60.7M +$31.6M 7 6.93% Increased
1436
FWM
Frontier Wealth Management
Missouri
$60.7M -$372K 8 4.66% Reduced
1437
Grassi Investment Management
Grassi Investment Management
California
$60.7M +$7.35M 8 6.88% Increased
1438
Keel Point
Keel Point
Alabama
$60.7M -$366K 9 5.92% Reduced
1439
LVM Capital Management
LVM Capital Management
Michigan
$60.5M -$760K 7 9.82% Reduced
1440
Blue Chip Partners
Blue Chip Partners
Michigan
$60.5M -$15.9M 6 9.29% Reduced
1441
Canandaigua National Corp
Canandaigua National Corp
New York
$60.4M -$690K 8 10.21% Reduced
1442
Arthedge Capital Management
Arthedge Capital Management
New York
$60.3M $0 5 32.93% Maintained
1443
Indus Capital Partners
Indus Capital Partners
New York
$60.2M -$3.52M 1 10.4% Reduced
1444
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$60.2M -$669K 7 26.37% Reduced
1445
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$60.1M -$462K 6 5.02% Reduced
1446
Randolph Company
Randolph Company
Ohio
$60.1M $0 2 8.2% Maintained
1447
Advisornet Financial
Advisornet Financial
Minnesota
$60.1M +$1.28M 22 4.28% Increased
1448
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$60M -$1.02M 5 10.34% Reduced
1449
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$60M +$29.3M 6 3.8% Increased
1450
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$60M +$454K 6 10.71% Increased