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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
1676
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$28.8M +$10.3M 4 9.04% Increased
1677
SkyTop Capital Management
SkyTop Capital Management
New Jersey
$28.8M +$14.9M 3 29.78% Increased
1678
Hendershot Investments
Hendershot Investments
Virginia
$28.8M +$655K 6 10.57% Increased
1679
Maytus Capital Management
Maytus Capital Management
New York
$28.8M +$15.4M 5 17.41% Increased
1680
Capstone Investment Advisors
Capstone Investment Advisors
New York
$28.6M -$110M 7 0.46% Reduced
1681
Crossvault Capital Management
Crossvault Capital Management
Texas
$28.6M -$2.55M 4 16.02% Reduced
1682
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$28.6M +$15.7M 10 5.59% Increased
1683
Security National Trust
Security National Trust
West Virginia
$28.6M -$278K 9 10.41% Reduced
1684
Bell Asset Management
Bell Asset Management
Australia
$28.6M +$4.9M 3 8.91% Increased
1685
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$28.5M +$47.6K 7 8.13% Increased
1686
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$28.5M +$7.61M 1 6.09% Increased
1687
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$28.5M +$1.81M 5 36.74% Increased
1688
Community Bank
Community Bank
New York
$28.5M +$369K 6 6.15% Increased
1689
Nuance Investments
Nuance Investments
Missouri
$28.4M +$9.46M 2 0.99% Increased
1690
Private Trust Company
Private Trust Company
Ohio
$28.4M -$2.19M 6 7.35% Reduced
1691
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$28.3M $0 6 15.71% Maintained
1692
Sirios Capital Management
Sirios Capital Management
Massachusetts
$28.3M +$24.7M 1 2.5% Increased
1693
LA
Lynch & Associates
Indiana
$28.3M -$609K 3 10.39% Reduced
1694
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$28.2M +$43.4K 6 6.9% Increased
1695
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$28.2M -$9.6M 9 3.65% Reduced
1696
NKCFO LLC
NKCFO LLC
Illinois
$28.1M +$13M 5 26.26% Increased
1697
Calixto Global Investors
Calixto Global Investors
Florida
$28.1M -$1.87M 2 28.8% Reduced
1698
Quantitative Investment Management
Quantitative Investment Management
Virginia
$28.1M -$51M 6 3.07% Reduced
1699
Shikiar Asset Management
Shikiar Asset Management
New York
$28M -$1.54M 4 18.83% Reduced
1700
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$28M +$5.57M 4 8.08% Increased