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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
1701
Wallington Asset Management
Wallington Asset Management
Indiana
$80M -$5.46M 3 10.63% Reduced
1702
Claret Asset Management
Claret Asset Management
Quebec, Canada
$79.9M -$3.96M 12 9.55% Reduced
1703
Cigna Investments
Cigna Investments
Connecticut
$79.9M -$1.85M 9 12.3% Reduced
1704
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$79.7M +$3.01M 8 3.53% Increased
1705
Sovran Advisors
Sovran Advisors
California
$79.6M +$15.1M 9 6.25% Increased
1706
Mitchell Capital Management
Mitchell Capital Management
Kansas
$79.6M -$3.86M 7 14.61% Reduced
1707
Private Capital Advisors
Private Capital Advisors
Connecticut
$79.6M +$239K 4 9.12% Increased
1708
Conning Inc
Conning Inc
Connecticut
$79.6M +$4.55M 6 2.64% Increased
1709
Sargent Investment Group
Sargent Investment Group
Maryland
$79.5M +$2.41M 8 10.48% Increased
1710
TAM
Telemark Asset Management
Massachusetts
$79.5M -$25.1M 4 7.35% Reduced
1711
Hilton Capital Management
Hilton Capital Management
New York
$79.4M -$24.5M 4 5.99% Reduced
1712
Cooper Financial Group
Cooper Financial Group
California
$79.3M +$1.27M 9 8.02% Increased
1713
Randolph Company
Randolph Company
Ohio
$79.3M -$316K 2 7.57% Reduced
1714
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$79.3M +$3.75M 5 13.71% Increased
1715
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$79.2M -$19.6M 9 4.13% Reduced
1716
First National Advisers
First National Advisers
Nebraska
$79.2M -$8.38M 5 11.59% Reduced
1717
Alley Investment Management Company
Alley Investment Management Company
Illinois
$79.1M +$763K 4 9.64% Increased
1718
Stelac Advisory Services
Stelac Advisory Services
New York
$79.1M +$43M 7 16% Increased
1719
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$79M -$34.1M 6 6.41% Reduced
1720
Estuary Capital Management
Estuary Capital Management
Minnesota
$78.8M +$20.2M 3 13.18% Increased
1721
Capula Management
Capula Management
Cayman Islands
$78.7M -$513M 10 0.56% Reduced
1722
Checchi Capital Advisers
Checchi Capital Advisers
California
$78.6M +$4.04M 10 3.97% Increased
1723
CMH Wealth Management
CMH Wealth Management
New Hampshire
$78.6M -$367K 5 13.48% Reduced
1724
RNC Capital Management
RNC Capital Management
California
$78.5M +$1.43M 6 3.44% Increased
1725
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$78.4M +$1.28M 10 6.83% Increased