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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
1476
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$26.2M +$25.7M 1 0.36% New
1477
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26.1M -$1.76M 1 0.58% Reduced
1478
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$26M +$983K 14 2.71% Increased
1479
AC
AMS Capital
Brazil
$26M +$24.7M 2 11.05% New
1480
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$25.9M -$406K 9 4.78% Reduced
1481
Wallington Asset Management
Wallington Asset Management
Indiana
$25.8M -$4.95M 3 6.64% Reduced
1482
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$25.8M -$123K 6 4.66% Reduced
1483
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$25.8M +$1.01M 8 8.33% Increased
1484
Claret Asset Management
Claret Asset Management
Quebec, Canada
$25.8M +$24.9M 6 5.62% New
1485
RCP
Rothschild Capital Partners
New York
$25.7M -$217K 3 10.06% Reduced
1486
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$25.6M +$25.1M 1 10.71% New
1487
Trust Asset Management
Trust Asset Management
Texas
$25.6M -$1.73M 3 9.54% Reduced
1488
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$25.6M +$9.49M 6 0.95% Increased
1489
Fagan Associates
Fagan Associates
New York
$25.6M +$359K 6 10.34% Increased
1490
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$25.5M +$82.4K 7 4.36% Increased
1491
MIM
Marco Investment Management
Georgia
$25.4M -$2.82M 8 3.88% Reduced
1492
First Mercantile Trust
First Mercantile Trust
Tennessee
$25.4M -$4.33M 11 4.97% Reduced
1493
PC
PM Capital
Australia
$25.3M -$7.53M 1 4.55% Reduced
1494
CANC
Culbertson A N & Co
Virginia
$25.3M -$207K 6 7.14% Reduced
1495
BRA
Bender Robert & Associates
California
$25.3M -$246K 4 14.03% Reduced
1496
Sonora Investment Management
Sonora Investment Management
Arizona
$25.3M +$1.91M 12 4.07% Increased
1497
Dorsey Asset Management
Dorsey Asset Management
Illinois
$25.3M +$1.13M 1 9.12% Increased
1498
SSI
Scott & Selber Inc
Texas
$25.3M +$44K 6 13.52% Increased
1499
KC
Kepos Capital
New York
$25.1M +$19.5M 6 2.27% Increased
1500
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$25.1M -$247K 5 10.62% Reduced