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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
Conning Inc
Conning Inc
Connecticut
$41.7M +$5.34M 6 1.36% Increased
1577
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$41.5M +$1.53M 4 2.14% Increased
1578
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$41.4M +$41.8M 2 5.4% New
1579
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$41.4M -$4.86M 5 1.94% Reduced
1580
Vestor Capital
Vestor Capital
Illinois
$41.2M -$12M 8 4.97% Reduced
1581
BCH
Berkshire Capital Holdings
California
$41.2M -$17.7M 10 21.84% Reduced
1582
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$41.2M +$1.83M 9 5.46% Increased
1583
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$41.1M +$383K 4 6.32% Increased
1584
Saba Capital Management
Saba Capital Management
New York
$41M +$3.35M 3 0.56% Increased
1585
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$41M -$246K 5 9.28% Reduced
1586
Edge Capital Group
Edge Capital Group
Georgia
$40.9M +$5.65M 9 2.86% Increased
1587
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$40.8M +$38.5K 5 9.9% Increased
1588
TRB Advisors
TRB Advisors
New York
$40.8M $0 1 40.03% Maintained
1589
WCM
Woodson Capital Management
Connecticut
$40.8M +$3.02M 1 6.69% Increased
1590
Courier Capital
Courier Capital
New York
$40.8M -$305K 6 4.7% Reduced
1591
Nekton Capital
Nekton Capital
United Kingdom
$40.7M +$7.24M 1 9.19% Increased
1592
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$40.6M -$1.3M 13 2.48% Reduced
1593
Rothschild Capital Partners
Rothschild Capital Partners
New York
$40.6M +$17.4K 4 17.16% Increased
1594
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
$40.5M +$13M 1 22.92% Increased
1595
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$40.5M -$517K 7 4.15% Reduced
1596
PEAK6 Investments
PEAK6 Investments
Illinois
$40.5M -$91.7M 15 0.23% Reduced
1597
Cheviot Value Management
Cheviot Value Management
California
$40.5M -$466K 4 9.96% Reduced
1598
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$40.5M -$19.2M 6 2.29% Reduced
1599
RIM
Regent Investment Management
Kentucky
$40.4M +$230K 5 10.83% Increased
1600
Annex Advisory Services
Annex Advisory Services
Wisconsin
$40.4M +$3.21M 6 2.28% Increased