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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
Financiere des Professionnels
Financiere des Professionnels
Quebec, Canada
$77.7M -$382K 2 6.08% Reduced
1577
Melqart Asset Management
Melqart Asset Management
United Kingdom
$77.7M -$34.1M 7 6.43% Reduced
1578
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$77.6M +$9.5M 1 2.63% Increased
1579
Stratos Investment Management
Stratos Investment Management
Ohio
$77.5M +$5.05M 5 6.42% Increased
1580
Sky Investment Group
Sky Investment Group
Connecticut
$77.4M +$976K 8 14.8% Increased
1581
Alphadyne Asset Management
Alphadyne Asset Management
New York
$77.3M +$23.6M 1 13.34% Increased
1582
Tufton Capital Management
Tufton Capital Management
Maryland
$77.1M -$259K 5 14.99% Reduced
1583
Exchange Capital Management
Exchange Capital Management
Michigan
$77.1M -$2.07M 5 12.55% Reduced
1584
HughesLittle Investment Management
HughesLittle Investment Management
$76.9M $0 2 16.87% Maintained
1585
CANC
Culbertson A N & Co
Virginia
$76.7M -$2.03M 6 13.39% Reduced
1586
Nicollet Investment Management
Nicollet Investment Management
Minnesota
$76.6M -$834K 6 28.59% Reduced
1587
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$76.5M -$19M 1 10.73% Reduced
1588
Private Trust Company
Private Trust Company
Ohio
$76.5M -$6.16M 20 8.24% Reduced
1589
Nations Financial Group
Nations Financial Group
Iowa
$76.4M +$163K 7 6.24% Increased
1590
Peak Asset Management
Peak Asset Management
Colorado
$76.3M -$1.14M 8 14.95% Reduced
1591
HA
Harbor Advisors
Florida
$76.3M +$331K 8 13.98% Increased
1592
TRB Advisors
TRB Advisors
New York
$76M -$60.2M 1 14.17% Reduced
1593
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$75.9M -$10.8M 6 14.59% Reduced
1594
Cheviot Value Management
Cheviot Value Management
California
$75.8M -$969K 5 14.81% Reduced
1595
Goelzer Investment Management
Goelzer Investment Management
Indiana
$75.7M +$303K 6 4.23% Increased
1596
Edge Wealth Management
Edge Wealth Management
New York
$75.7M -$1.29M 4 15.94% Reduced
1597
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$75.6M -$393K 7 13.51% Reduced
1598
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$75.6M -$35.7M 3 2.77% Reduced
1599
Capco Asset Management
Capco Asset Management
Florida
$75.5M +$1.04M 2 17.86% Increased
1600
Arcadia Investment Management
Arcadia Investment Management
Michigan
$75.4M +$1.7M 9 12.88% Increased