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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
DCPAL
Div Capital Phoenix Assets Ltd
$92.8M +$88.8M 3 23.47% New
1727
Bridgewater Advisors
Bridgewater Advisors
New York
$92.7M +$706K 10 6.01% Increased
1728
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$92.6M -$5.33M 6 8.3% Reduced
1729
SA
Strategic Advisors
New York
$92.5M -$1.08M 6 14.48% Reduced
1730
Resources Management Corp
Resources Management Corp
Connecticut
$92.4M -$974K 10 11.98% Reduced
1731
Lincoln Capital
Lincoln Capital
Nebraska
$92.4M -$508K 6 16.75% Reduced
1732
AIS
AM Investment Strategies
Tennessee
$92.4M +$1.68M 6 19.21% Increased
1733
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$92.4M -$1.57M 7 9.87% Reduced
1734
Avior Wealth Management
Avior Wealth Management
Nebraska
$92.3M +$629K 9 2.88% Increased
1735
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$92.3M -$704K 8 2.68% Reduced
1736
Intact Investment Management
Intact Investment Management
Quebec, Canada
$92.3M -$4.51M 8 2.65% Reduced
1737
DSG Capital Advisors
DSG Capital Advisors
Minnesota
$92.2M +$561K 6 14.04% Increased
1738
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$92.2M +$5.99M 12 3.18% Increased
1739
Soma Equity Partners
Soma Equity Partners
California
$92M -$53.4M 1 5.06% Reduced
1740
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$92M -$3.48M 7 12.85% Reduced
1741
Clearline Capital
Clearline Capital
New York
$92M +$32.2M 4 4.54% Increased
1742
Azzad Asset Management
Azzad Asset Management
Virginia
$91.9M -$580K 13 9.02% Reduced
1743
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$91.8M -$711K 6 7.54% Reduced
1744
Cooper Financial Group
Cooper Financial Group
California
$91.8M +$1.86M 8 9.76% Increased
1745
Generali Investments CEE
Generali Investments CEE
Czech Republic
$91.7M -$4.1M 8 6.46% Reduced
1746
Intrust Bank
Intrust Bank
Kansas
$91.7M +$489K 8 7.59% Increased
1747
Cozad Asset Management
Cozad Asset Management
Illinois
$91.6M -$3.84M 9 7.1% Reduced
1748
Sargent Investment Group
Sargent Investment Group
Maryland
$91.6M +$2.05M 8 11.49% Increased
1749
PWW
Pettyjohn Wood & White
Virginia
$91.6M +$3.53M 6 14.35% Increased
1750
Sunbelt Securities
Sunbelt Securities
Texas
$91.5M -$663K 23 6.1% Reduced