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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
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$53.6M $0 2 41.59% Maintained
1677
Parcion Private Wealth
Parcion Private Wealth
Washington
$53.6M -$3.35M 7 5.01% Reduced
1678
Power Corp of Canada
Power Corp of Canada
Canada
$53.5M +$51.9M 5 4.47% New
1679
Jeneq Management
Jeneq Management
New York
$53.4M -$3.39M 6 13.89% Reduced
1680
Auxier Asset Management
Auxier Asset Management
Oregon
$53.3M -$365K 7 8.46% Reduced
1681
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$53.3M +$386K 6 11.83% Increased
1682
Realta Investment Advisors
Realta Investment Advisors
Delaware
$53.3M +$8.66M 10 10.61% Increased
1683
Quadrant Capital Group
Quadrant Capital Group
Ohio
$53.2M +$894K 26 6.44% Increased
1684
M.D. Sass LLC
M.D. Sass LLC
New York
$53.1M +$22.3M 3 9.09% Increased
1685
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$53M +$801K 7 16.05% Increased
1686
Quantum Private Wealth
Quantum Private Wealth
Florida
$52.8M +$338K 8 22.81% Increased
1687
Tamar Securities
Tamar Securities
California
$52.8M +$7.22M 4 14.74% Increased
1688
Altrafin AG
Altrafin AG
$52.8M +$6.08M 3 20.76% Increased
1689
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$52.8M +$12.7M 4 11.18% Increased
1690
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$52.7M -$3.06M 6 16.3% Reduced
1691
CRA Financial Services
CRA Financial Services
New Jersey
$52.7M +$511K 7 15.84% Increased
1692
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$52.6M +$9.45M 7 0.31% Increased
1693
Sky Investment Group
Sky Investment Group
Connecticut
$52.6M +$154K 7 11.11% Increased
1694
Dillon & Associates
Dillon & Associates
Michigan
$52.6M +$500K 4 9.99% Increased
1695
SM
SG3 Management
Puerto Rico
$52.5M -$172M 7 1.47% Reduced
1696
YorkBridge Wealth Partners
YorkBridge Wealth Partners
New York
$52.4M -$4.14M 7 11.5% Reduced
1697
MIM
Marco Investment Management
Georgia
$52.3M +$675K 7 5.31% Increased
1698
Private Trust Company
Private Trust Company
Ohio
$52.3M -$1.28M 4 8.16% Reduced
1699
Winton Group
Winton Group
United Kingdom
$52.2M -$225K 11 2.74% Reduced
1700
Citizens Business Bank
Citizens Business Bank
California
$52.2M +$598K 6 6.31% Increased