← All themes

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
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$41.3M -$279K 5 12.09% Reduced
1727
Torray Investment Partners
Torray Investment Partners
Maryland
$41.3M +$611K 4 7.41% Increased
1728
QV Investors
QV Investors
Alberta, Canada
$41.3M +$5.87M 3 3.86% Increased
1729
Parcion Private Wealth
Parcion Private Wealth
Washington
$41.2M +$704K 8 4.3% Increased
1730
China Universal Asset Management Company
China Universal Asset Management Company
China
$41.1M +$2.73M 5 13.9% Increased
1731
Dillon & Associates
Dillon & Associates
Michigan
$41.1M +$261K 4 8.15% Increased
1732
American Assets Investment Management
American Assets Investment Management
California
$41.1M $0 5 4.74% Maintained
1733
Arcadia Investment Management
Arcadia Investment Management
Michigan
$41M -$1.76M 9 8.93% Reduced
1734
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$40.9M -$1.11M 6 4.47% Reduced
1735
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$40.9M +$3.27M 7 3.72% Increased
1736
Perennial Advisors
Perennial Advisors
New York
$40.8M +$2.53M 4 11.68% Increased
1737
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$40.8M +$4.01M 1 6.49% Increased
1738
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$40.8M -$3.96M 5 17.13% Reduced
1739
Selkirk Management
Selkirk Management
New Jersey
$40.7M $0 2 48.04% Maintained
1740
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$40.7M +$691K 6 6.08% Increased
1741
Lincoln Capital
Lincoln Capital
Nebraska
$40.7M -$2.31M 4 11.18% Reduced
1742
JCI
Jet Capital Investors
New York
$40.6M -$21M 1 13.73% Reduced
1743
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$40.6M -$1.33M 3 5.04% Reduced
1744
Steadview Capital Management
Steadview Capital Management
United Kingdom
$40.5M -$1.06M 1 12.26% Reduced
1745
Noked Israel
Noked Israel
Israel
$40.5M +$1.33M 1 17.62% Increased
1746
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$40.5M -$1.11M 8 2.06% Reduced
1747
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$40.5M -$1.32M 9 4.78% Reduced
1748
McIlrath & Eck
McIlrath & Eck
Washington
$40.4M +$7.41M 16 9.43% Increased
1749
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$40.4M +$2.45M 8 1.44% Increased
1750
ACM
Ariose Capital Management
Hong Kong
$40.4M -$40.9M 1 15.34% Reduced