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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
1576
Dearborn Partners
Dearborn Partners
Illinois
$59.9M -$471K 8 2.27% Reduced
1577
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$59.8M +$3.17M 5 2.19% Increased
1578
Miller Howard Investments
Miller Howard Investments
New York
$59.7M +$1.05M 1 2.09% Increased
1579
Smithfield Trust
Smithfield Trust
Pennsylvania
$59.7M -$471K 14 3.84% Reduced
1580
TCM
Trybe Capital Management
Connecticut
$59.6M $0 3 24.87% Maintained
1581
City Holding Co
City Holding Co
West Virginia
$59.5M +$403K 10 9.65% Increased
1582
Jefferies Group
Jefferies Group
New York
$59.5M -$12.9M 15 0.37% Reduced
1583
AAM
AO Asset Management
New York
$59.5M -$81.6M 5 16.17% Reduced
1584
L & S Advisors
L & S Advisors
California
$59.4M -$1.89M 7 7.04% Reduced
1585
Torray Investment Partners
Torray Investment Partners
Maryland
$59.3M +$787K 5 9.52% Increased
1586
PFG Advisors
PFG Advisors
Arizona
$59.3M +$1.66M 6 5.92% Increased
1587
PI
Pennant Investors
New Jersey
$59.2M +$6.67M 3 22.33% Increased
1588
Driehaus Capital Management
Driehaus Capital Management
Illinois
$59M -$58.3M 7 0.72% Reduced
1589
Quantinno Capital Management
Quantinno Capital Management
New York
$58.9M +$3.93M 14 8.98% Increased
1590
Goelzer Investment Management
Goelzer Investment Management
Indiana
$58.9M -$4.63M 7 5.09% Reduced
1591
Buckley Wealth Management
Buckley Wealth Management
Nevada
$58.8M +$7.96M 5 15.92% Increased
1592
Hills Bank & Trust
Hills Bank & Trust
Iowa
$58.8M -$833K 8 8.38% Reduced
1593
Verus Capital Partners
Verus Capital Partners
Arizona
$58.8M +$66.6M 7 9.14% New
1594
Vista Equity Partners Management
Vista Equity Partners Management
California
$58.8M -$60.9M 5 0.51% Reduced
1595
Leavell Investment Management
Leavell Investment Management
Alabama
$58.7M +$145K 6 4.04% Increased
1596
PCR
Potrero Capital Research
California
$58.7M -$1.4M 3 19.65% Reduced
1597
Lincoln Capital
Lincoln Capital
Nebraska
$58.6M +$17.1K 5 13.73% Increased
1598
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$58.5M +$1.56M 10 5.97% Increased
1599
Vision Capital Management
Vision Capital Management
Oregon
$58.2M -$2.97M 4 9.57% Reduced
1600
M Holdings Securities
M Holdings Securities
Oregon
$58.1M +$56.2M 7 4.4% New