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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
1726
UID
Union Investments & Development
Israel
$50.2M +$77.3K 4 18.02% Increased
1727
Summit Global Investments
Summit Global Investments
Utah
$50.1M -$44.5M 6 3.69% Reduced
1728
WoodTrust Financial
WoodTrust Financial
Wisconsin
$50.1M +$7.66M 7 10.18% Increased
1729
Stratos Investment Management
Stratos Investment Management
Ohio
$50.1M -$80.5K 6 8.32% Reduced
1730
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$50.1M -$878K 6 5.05% Reduced
1731
Bellevue Asset Management
Bellevue Asset Management
Washington
$50M +$4.79M 11 30.66% Increased
1732
Campbell Capital Management
Campbell Capital Management
Florida
$50M -$947K 2 27.7% Reduced
1733
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$49.9M -$513K 7 8.02% Reduced
1734
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$49.9M +$447K 8 14.64% Increased
1735
Simplicity Solutions
Simplicity Solutions
Minnesota
$49.8M -$28.6M 9 6.12% Reduced
1736
BWCP LP
BWCP LP
Texas
$49.8M +$12.8M 4 25.27% Increased
1737
Bellecapital
Bellecapital
Switzerland
$49.7M +$4.32M 6 14.51% Increased
1738
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$49.7M -$4.18M 6 5.55% Reduced
1739
Stonebridge Capital Management
Stonebridge Capital Management
California
$49.6M +$128K 6 17.88% Increased
1740
Morningstar Investment Management
Morningstar Investment Management
Illinois
$49.5M +$16.2M 3 9.29% Increased
1741
Crossvault Capital Management
Crossvault Capital Management
Texas
$49.5M -$456K 5 15.96% Reduced
1742
Claret Asset Management
Claret Asset Management
Quebec, Canada
$49.4M +$1.23M 6 9.5% Increased
1743
Fund Management at Engine No 1
Fund Management at Engine No 1
California
$49.3M +$48.1M 12 12.36% New
1744
Sands Capital Ventures
Sands Capital Ventures
Virginia
$49.2M $0 1 10.27% Maintained
1745
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$49.1M -$1.2M 7 4.35% Reduced
1746
Leeward Investments
Leeward Investments
Massachusetts
$49.1M +$49.6M 2 1.94% New
1747
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$49M -$41.6K 8 4.85% Reduced
1748
CreativeOne Wealth
CreativeOne Wealth
Kansas
$49M -$3.48M 10 2.54% Reduced
1749
P. Schoenfeld Asset Management (PSAM)
P. Schoenfeld Asset Management (PSAM)
New York
$48.9M +$46.4M 1 2.38% New
1750
Honeycomb Asset Management
Honeycomb Asset Management
New York
$48.9M -$166M 1 6.27% Reduced