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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
1626
Miracle Mile Advisors
Miracle Mile Advisors
California
$30.8M -$53.1M 7 3.31% Reduced
1627
AIA Group
AIA Group
Hong Kong
$30.8M +$538K 1 45.75% Increased
1628
Empirical Wealth Management
Empirical Wealth Management
Washington
$30.8M -$819K 8 3.36% Reduced
1629
Growth Interface Management
Growth Interface Management
Florida
$30.7M -$11.1M 1 10.99% Reduced
1630
HughesLittle Investment Management
HughesLittle Investment Management
$30.6M +$15M 1 13% Increased
1631
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$30.6M +$1.9M 5 6.41% Increased
1632
Slow Capital
Slow Capital
California
$30.5M -$3.53M 12 11.53% Reduced
1633
RWWM Inc
RWWM Inc
California
$30.5M -$22.5M 2 9.66% Reduced
1634
Valicenti Advisory Services
Valicenti Advisory Services
New York
$30.4M +$3.14M 4 15.22% Increased
1635
Dynamo Internacional Gestao de Recursos
Dynamo Internacional Gestao de Recursos
Brazil
$30.4M +$24.7M 1 3.95% New
1636
Comerica Securities
Comerica Securities
Michigan
$30.4M +$5.06M 11 3.42% Increased
1637
Aviance Capital Partners
Aviance Capital Partners
Florida
$30.4M -$1.41M 7 9.57% Reduced
1638
American Assets Investment Management
American Assets Investment Management
California
$30.3M +$2.65M 7 6.48% Increased
1639
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$30.3M -$616K 1 1.67% Reduced
1640
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$30.3M +$2.74M 4 14.19% Increased
1641
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$30.2M -$24.2M 12 2.71% Reduced
1642
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$30M -$1.15M 5 26.52% Reduced
1643
180 Wealth Advisors
180 Wealth Advisors
Washington
$30M +$857K 8 15.59% Increased
1644
Shufro Rose & Co
Shufro Rose & Co
New York
$30M +$7.29M 6 3.58% Increased
1645
Zevin Asset Management
Zevin Asset Management
Massachusetts
$30M +$3.04M 6 11.16% Increased
1646
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$30M -$5.31M 5 7.54% Reduced
1647
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$29.9M +$13.9M 3 25.56% Increased
1648
First Merchants Corp
First Merchants Corp
Indiana
$29.8M +$1.1M 5 3.86% Increased
1649
American National Bank & Trust
American National Bank & Trust
Texas
$29.8M +$1.78M 6 11.72% Increased
1650
Mengis Capital Management
Mengis Capital Management
Oregon
$29.8M +$129K 6 10.17% Increased