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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
1751
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$76.9M +$3.12M 4 9.76% Increased
1752
J. Goldman & Co
J. Goldman & Co
New York
$76.7M -$90.2M 8 2.23% Reduced
1753
PTB
Pioneer Trust Bank
Oregon
$76.7M -$2.62M 6 18.61% Reduced
1754
PI
Pennant Investors
New Jersey
$76.7M -$6.58M 3 21.24% Reduced
1755
Denali Advisors
Denali Advisors
California
$76.6M +$594K 6 8.52% Increased
1756
Driehaus Capital Management
Driehaus Capital Management
Illinois
$76.6M +$16.5M 7 0.56% Increased
1757
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$76.5M -$118K 10 2.97% Reduced
1758
Perennial Advisors
Perennial Advisors
New York
$76.5M +$704K 7 13.03% Increased
1759
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$76.4M -$6M 5 9.17% Reduced
1760
BOCHK Asset Management
BOCHK Asset Management
Hong Kong
$76.3M +$62.7M 6 15.78% Increased
1761
West Branch Capital
West Branch Capital
Massachusetts
$76.2M -$257K 10 20.4% Reduced
1762
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$76.2M +$3.96M 6 8.99% Increased
1763
M
MOTCO
Texas
$76M +$3.32M 8 7.03% Increased
1764
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$75.9M -$1.59M 7 10.93% Reduced
1765
NG
Northstar Group
New York
$75.9M -$1.42M 7 10.72% Reduced
1766
Regal Partners
Regal Partners
Australia
$75.8M +$8.71M 6 4.12% Increased
1767
Thompson Investment Management
Thompson Investment Management
Wisconsin
$75.8M +$1.8M 11 9.8% Increased
1768
Intact Investment Management
Intact Investment Management
Quebec, Canada
$75.8M -$1.73M 8 2.16% Reduced
1769
BBES
Buffalo Business & Estate Services
New York
$75.7M +$8.26M 7 10.98% Increased
1770
CRA Financial Services
CRA Financial Services
New Jersey
$75.7M +$990K 7 9.82% Increased
1771
Telos Capital Management
Telos Capital Management
California
$75.5M -$11.5M 6 7.23% Reduced
1772
Fernbridge Capital Management
Fernbridge Capital Management
California
$75.4M -$132M 1 4.83% Reduced
1773
FORA Capital
FORA Capital
Florida
$75.4M +$45.6M 9 5.53% Increased
1774
ShawSpring Partners
ShawSpring Partners
Massachusetts
$75.3M +$1.77M 2 28.12% Increased
1775
Turiya Advisors Asia
Turiya Advisors Asia
Hong Kong
$75.2M -$207M 1 15.15% Reduced