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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
Edge Wealth Management
Edge Wealth Management
New York
$66.5M +$1.03M 13 12.17% Increased
1552
Arrow Financial
Arrow Financial
New York
$66.4M -$6.77M 8 7.86% Reduced
1553
PAM
Premier Asset Management
Illinois
$66.2M -$22.6M 7 11.5% Reduced
1554
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$66.1M +$3M 9 0.7% Increased
1555
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$65.9M +$15.4M 4 7.43% Increased
1556
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$65.8M -$10M 3 20.5% Reduced
1557
Engine No 1 LLC
Engine No 1 LLC
California
$65.8M +$9.19M 10 13.61% Increased
1558
Seeyond
Seeyond
France
$65.8M -$1.29M 15 6.1% Reduced
1559
Qtron Investments
Qtron Investments
Massachusetts
$65.8M +$2.5M 11 14.85% Increased
1560
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$65.8M +$22.5K 7 2.11% Increased
1561
Janney Capital Management
Janney Capital Management
Pennsylvania
$65.6M -$4.34M 5 4.27% Reduced
1562
Parcion Private Wealth
Parcion Private Wealth
Washington
$65.6M +$4.45M 6 5.93% Increased
1563
FFH
Fairfax Financial Holdings
Ontario, Canada
$65.6M +$15.7M 2 2.1% Increased
1564
North Star Investment Management
North Star Investment Management
Illinois
$65.5M +$1.14M 18 4.59% Increased
1565
Wallington Asset Management
Wallington Asset Management
Indiana
$65.3M -$572K 3 9.97% Reduced
1566
Auxano Advisors
Auxano Advisors
Washington
$65.3M +$901K 6 29.2% Increased
1567
Selkirk Management
Selkirk Management
New Jersey
$65.2M -$5.21M 2 34.88% Reduced
1568
L & S Advisors
L & S Advisors
California
$65.1M -$2.74M 5 7.02% Reduced
1569
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$65M +$352K 8 6.76% Increased
1570
Miller Howard Investments
Miller Howard Investments
New York
$65M +$445K 1 2.4% Increased
1571
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$65M +$2.01M 2 8.53% Increased
1572
Shikiar Asset Management
Shikiar Asset Management
New York
$65M +$423K 3 16.55% Increased
1573
AO
Allen Operations
New York
$65M $0 3 9.03% Maintained
1574
Dearborn Partners
Dearborn Partners
Illinois
$64.9M -$2.07M 7 2.35% Reduced
1575
Vision Capital Management
Vision Capital Management
Oregon
$64.5M -$62K 4 9.63% Reduced