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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
1501
Schnieders Capital Management
Schnieders Capital Management
California
$65M +$1.81M 7 17.69% Increased
1502
CIA
Covington Investment Advisors
Pennsylvania
$64.9M +$144K 3 14.25% Increased
1503
Spinnaker Trust
Spinnaker Trust
Maine
$64.7M -$873K 7 4.51% Reduced
1504
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$64.7M -$334K 7 12.92% Reduced
1505
Edgar Lomax Company
Edgar Lomax Company
Virginia
$64.7M -$2.41M 2 4.02% Reduced
1506
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$64.6M +$10.6M 9 9.06% Increased
1507
CG
Cutler Group
California
$64.6M -$20.9M 27 3.01% Reduced
1508
Homrich & Berg
Homrich & Berg
Georgia
$64.6M +$3.46M 8 1.5% Increased
1509
Steginsky Capital
Steginsky Capital
New York
$64.5M +$3.39M 2 25.83% Increased
1510
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$64.5M -$7.73M 4 12.83% Reduced
1511
Dearborn Partners
Dearborn Partners
Illinois
$64.4M -$1.85M 6 2.59% Reduced
1512
Blue Fin Capital
Blue Fin Capital
Rhode Island
$64.3M +$79.7K 7 19.82% Increased
1513
J.W. Cole Advisors
J.W. Cole Advisors
Florida
$64.2M +$5.41M 11 5.05% Increased
1514
Virtu Financial
Virtu Financial
New York
$64.2M +$18M 17 6.24% Increased
1515
Cadinha & Co
Cadinha & Co
Hawaii
$64M +$30.4M 5 8.61% Increased
1516
Arthedge Capital Management
Arthedge Capital Management
New York
$63.9M -$5.89M 4 27.97% Reduced
1517
BBR Partners
BBR Partners
New York
$63.9M -$911K 9 5.05% Reduced
1518
Edgestream Partners
Edgestream Partners
New Jersey
$63.9M +$15.7M 5 3.77% Increased
1519
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$63.8M -$5.14M 6 11.09% Reduced
1520
Coastline Trust
Coastline Trust
Rhode Island
$63.8M +$780K 6 7.89% Increased
1521
Aviance Capital Partners
Aviance Capital Partners
Florida
$63.6M +$27.6M 7 11.13% Increased
1522
Princeton Capital Management
Princeton Capital Management
New Jersey
$63.6M +$857K 7 19.68% Increased
1523
Progressive Investment Management
Progressive Investment Management
Oregon
$63.6M -$498K 5 19.83% Reduced
1524
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$63.6M +$11M 7 1.4% Increased
1525
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$63.5M +$7.34M 9 2.49% Increased