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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
1526
Westwind Capital
Westwind Capital
New Mexico
$34.9M -$3.79M 5 18.05% Reduced
1527
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$34.9M +$3.2M 8 18.84% Increased
1528
Heritage Trust
Heritage Trust
Oklahoma
$34.9M -$861K 6 8.71% Reduced
1529
Resources Management Corp
Resources Management Corp
Connecticut
$34.9M -$1.11M 9 7.78% Reduced
1530
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$34.9M +$1.64M 1 13.64% Increased
1531
Wright Investors Service
Wright Investors Service
Connecticut
$34.9M -$885K 5 15.02% Reduced
1532
M
MOTCO
Texas
$34.9M -$560K 13 3.49% Reduced
1533
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$34.8M +$873K 9 3.99% Increased
1534
Scholtz & Company
Scholtz & Company
Connecticut
$34.7M +$3.54M 5 26.6% Increased
1535
Bender Robert & Associates
Bender Robert & Associates
California
$34.7M -$42K 6 18.48% Reduced
1536
EVM
Evelyn V. Moreno
$34.6M -$1.15M 4 11.75% Reduced
1537
Group One Trading
Group One Trading
Illinois
$34.4M +$4.5M 13 0.28% Increased
1538
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$34.2M +$673K 7 3.65% Increased
1539
Ninety One
Ninety One
South Africa
$34.2M +$14.8M 5 16.78% Increased
1540
Winslow Evans & Crocker
Winslow Evans & Crocker
Massachusetts
$34.2M -$922K 16 11.27% Reduced
1541
Atlantic Investment Management
Atlantic Investment Management
New York
$34.2M +$30.6M 1 19.3% Increased
1542
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$34.1M +$1.41M 14 6.56% Increased
1543
UBS O'Connor
UBS O'Connor
Illinois
$34.1M -$23.9M 5 0.7% Reduced
1544
RCM
Rockshelter Capital Management
Pennsylvania
$34.1M +$1.45M 3 16.61% Increased
1545
Himalaya Capital Management
Himalaya Capital Management
Washington
$34M +$36.5M 1 4.77% New
1546
HLC
Hunt Lane Capital
New York
$34M +$9.39M 1 10.02% Increased
1547
Ostrum Asset Management
Ostrum Asset Management
France
$34M -$2.7M 4 23.41% Reduced
1548
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$33.9M -$275K 8 7.25% Reduced
1549
Ballentine Partners
Ballentine Partners
Massachusetts
$33.7M +$4.8M 9 1.96% Increased
1550
Bath Savings Trust
Bath Savings Trust
Maine
$33.7M +$1.05M 6 7.29% Increased