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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
Caldwell Trust
Caldwell Trust
Florida
$123M -$1.76M 7 10.9% Reduced
1477
Sawgrass Asset Management
Sawgrass Asset Management
Florida
$122M -$4.16M 7 15.31% Reduced
1478
AMG National Trust Bank
AMG National Trust Bank
Colorado
$122M -$88.2K 7 2.88% Reduced
1479
Think Investments
Think Investments
California
$122M +$2.18M 2 13.6% Increased
1480
1ST Source Bank
1ST Source Bank
Indiana
$122M -$4.15M 7 6.4% Reduced
1481
Ledyard National Bank
Ledyard National Bank
$122M -$4.83M 6 10.49% Reduced
1482
Payden & Rygel
Payden & Rygel
California
$122M -$26.6M 5 8.42% Reduced
1483
Algert Global
Algert Global
California
$122M +$23.6M 9 1.9% Increased
1484
Stratos Investment Management
Stratos Investment Management
Ohio
$122M +$1.36M 6 4.88% Increased
1485
Overbrook Management Corp
Overbrook Management Corp
New York
$121M -$10.9M 4 20.94% Reduced
1486
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$121M +$1.61M 14 11.62% Increased
1487
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$121M -$251M 3 3.71% Reduced
1488
Agave Capital Management
Agave Capital Management
$121M +$120M 3 20.15% New
1489
Third View Private Wealth
Third View Private Wealth
Connecticut
$120M +$121M 8 16.19% New
1490
Harbour Investments
Harbour Investments
Wisconsin
$120M +$11.9M 28 2.44% Increased
1491
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$119M +$39.1M 12 3.59% Increased
1492
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$119M +$3.24M 6 2.76% Increased
1493
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$119M -$14.5M 4 16.56% Reduced
1494
Bank of Hawaii
Bank of Hawaii
Hawaii
$119M +$4.89M 7 5.89% Increased
1495
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$119M +$206K 8 7.05% Increased
1496
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$119M -$208M 1 5.53% Reduced
1497
S-Bank Fund Management
S-Bank Fund Management
Finland
$119M -$19.1M 8 15.39% Reduced
1498
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$119M -$2.57M 7 5.21% Reduced
1499
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$119M -$4.55M 5 14.34% Reduced
1500
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$119M +$58.6M 13 2.65% Increased