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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
1551
Torray Investment Partners
Torray Investment Partners
Maryland
$61.7M +$5.14M 6 9.07% Increased
1552
Global Endowment Management
Global Endowment Management
North Carolina
$61.6M +$16.1M 4 3.47% Increased
1553
CEI
Clark Estates Inc
New York
$61.4M -$4.15M 4 8.02% Reduced
1554
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$61.3M +$12.4M 9 3.56% Increased
1555
Arbor Wealth Management (Florida)
Arbor Wealth Management (Florida)
Florida
$61.2M +$11.9M 4 15.09% Increased
1556
Advisornet Financial
Advisornet Financial
Minnesota
$61.2M -$6.44M 23 4.06% Reduced
1557
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$61.2M +$120K 19 3.46% Increased
1558
CCM
Cohen Capital Management
California
$61M +$1.09M 6 10.4% Increased
1559
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$61M +$274K 7 9.54% Increased
1560
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$60.6M +$595K 6 15.38% Increased
1561
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$60.5M +$2.98M 12 3.34% Increased
1562
Brandes Investment Partners
Brandes Investment Partners
California
$60.4M +$29M 4 1.34% Increased
1563
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$60.4M +$515K 6 10.34% Increased
1564
Sentry Investment Management
Sentry Investment Management
Wisconsin
$60.2M +$2.66M 11 15.34% Increased
1565
EVM
Evelyn V. Moreno
$60M -$1.65M 4 14.09% Reduced
1566
Columbia Asset Management
Columbia Asset Management
Michigan
$59.9M -$29.4M 8 13.3% Reduced
1567
Savant Capital
Savant Capital
Illinois
$59.8M +$1.01M 9 2.41% Increased
1568
Girard Partners
Girard Partners
Pennsylvania
$59.8M +$2.77M 5 7.68% Increased
1569
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$59.7M +$9.3M 13 4.73% Increased
1570
United Services Automobile Association
United Services Automobile Association
Texas
$59.7M +$5.77M 4 1.1% Increased
1571
Seeyond
Seeyond
France
$59.6M -$3.73M 14 5.55% Reduced
1572
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$59.6M $0 2 12.48% Maintained
1573
Empirical Finance
Empirical Finance
Pennsylvania
$59.5M +$6.6M 9 9.71% Increased
1574
Cornerstone Advisory
Cornerstone Advisory
Maryland
$59.5M +$1.61M 9 10.02% Increased
1575
Oakwood Capital Management
Oakwood Capital Management
California
$59.2M -$305K 3 15.28% Reduced