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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
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$65.1M +$1.75M 4 19.17% Increased
1477
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$65M -$48.8M 2 2.41% Reduced
1478
Corda Investment Management
Corda Investment Management
Texas
$65M +$767K 4 5.09% Increased
1479
Royce & Associates
Royce & Associates
New York
$65M +$4.89M 3 0.63% Increased
1480
Foster & Motley
Foster & Motley
Ohio
$64.9M -$2.04M 8 5.03% Reduced
1481
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$64.9M -$298K 6 9.65% Reduced
1482
Sycomore Asset Management
Sycomore Asset Management
France
$64.8M +$5.49M 6 15.14% Increased
1483
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$64.5M +$15.5M 10 2.14% Increased
1484
MGO One Seven
MGO One Seven
Ohio
$64.5M -$10.2M 7 5.9% Reduced
1485
FFH
Fairfax Financial Holdings
Ontario, Canada
$64.5M -$230K 2 3.42% Reduced
1486
SBCM
Schwerin Boyle Capital Management
Massachusetts
$64.4M -$35.7M 3 6.07% Reduced
1487
Avitas Wealth Management
Avitas Wealth Management
California
$64.2M -$129K 7 11.62% Reduced
1488
Gifford Fong Associates
Gifford Fong Associates
California
$64.2M $0 8 15.07% Maintained
1489
James Investment Research
James Investment Research
Ohio
$64.1M +$2.67M 3 8.19% Increased
1490
Wintrust Investments
Wintrust Investments
Illinois
$63.8M +$8.55M 8 6.4% Increased
1491
Anchor Investment Management
Anchor Investment Management
South Carolina
$63.7M +$700K 16 8.13% Increased
1492
Edge Capital Group
Edge Capital Group
Georgia
$63.6M -$1.18M 8 3.66% Reduced
1493
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$63.4M +$329K 6 1.14% Increased
1494
Harvey Capital Management
Harvey Capital Management
Florida
$63.3M -$1.76M 6 23.29% Reduced
1495
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$63.3M +$2.52M 6 11.48% Increased
1496
Insigneo Advisory Services
Insigneo Advisory Services
Florida
$63.2M +$16.9M 11 12.11% Increased
1497
Kiley Juergens Wealth Management
Kiley Juergens Wealth Management
Washington
$63.1M -$486K 5 21.77% Reduced
1498
Thematics Asset Management
Thematics Asset Management
France
$63.1M +$967K 4 3.02% Increased
1499
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$62.9M +$374K 3 14.91% Increased
1500
Capco Asset Management
Capco Asset Management
Florida
$62.9M -$780K 2 16.2% Reduced