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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
1776
Perennial Advisors
Perennial Advisors
New York
$86.6M -$539K 7 13.35% Reduced
1777
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$86.6M +$1.4M 8 3.13% Increased
1778
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$86.6M -$1.94M 4 11.29% Reduced
1779
Goelzer Investment Management
Goelzer Investment Management
Indiana
$86.5M -$5.36M 7 3.77% Reduced
1780
Seilern Investment Management
Seilern Investment Management
United Kingdom
$86.3M -$29.8M 2 10.88% Reduced
1781
Eagle Rock Investment Company
Eagle Rock Investment Company
Georgia
$86.3M +$1.45M 6 10.68% Increased
1782
Occidental Asset Management
Occidental Asset Management
California
$86.2M +$13.3M 9 8.56% Increased
1783
Capital Group Investment Management
Capital Group Investment Management
Singapore
$86.1M -$456K 8 12.98% Reduced
1784
Manchester Capital Management
Manchester Capital Management
Vermont
$85.9M +$396K 20 11.18% Increased
1785
Hodges Capital Management
Hodges Capital Management
Texas
$85.9M +$10.4M 9 5.69% Increased
1786
Heirloom Wealth Management
Heirloom Wealth Management
Colorado
$85.8M +$26.4M 4 12.43% Increased
1787
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$85.5M -$4.72M 6 13.29% Reduced
1788
NIM
Nicollet Investment Management
Minnesota
$85.3M -$199K 6 26.35% Reduced
1789
CoreCap Advisors
CoreCap Advisors
Michigan
$85.3M +$6.8M 28 2.52% Increased
1790
BBR Partners
BBR Partners
New York
$85.3M +$41.2K 8 4% Increased
1791
Avior Wealth Management
Avior Wealth Management
Nebraska
$85.2M -$10.1M 10 2.24% Reduced
1792
Essex LLC
Essex LLC
Illinois
$85.2M -$698K 8 12.94% Reduced
1793
Sirios Capital Management
Sirios Capital Management
Massachusetts
$85.1M -$1.38M 3 10.36% Reduced
1794
First National Advisers
First National Advisers
Nebraska
$85.1M -$5.11M 7 11.96% Reduced
1795
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$85.1M +$5.21M 7 10.88% Increased
1796
SM
Selkirk Management
New Jersey
$84.9M -$6.08M 2 26.46% Reduced
1797
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$84.8M +$12.9M 8 9.83% Increased
1798
WBC
West Branch Capital
Massachusetts
$84.6M -$1.52M 9 19.65% Reduced
1799
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$84.5M +$1.4M 13 3.87% Increased
1800
ARGA Investment Management
ARGA Investment Management
Connecticut
$84.4M +$88.6M 1 2.15% Increased