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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
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$45.4M -$334K 6 5.04% Reduced
1777
Sycomore Asset Management
Sycomore Asset Management
France
$45.4M -$7.72M 4 6.66% Reduced
1778
Avestar Capital
Avestar Capital
New York
$45.4M +$2.11M 10 5.81% Increased
1779
American Assets Investment Management
American Assets Investment Management
California
$45.4M +$4.27M 5 5.63% Increased
1780
Mandatum Life Insurance Company
Mandatum Life Insurance Company
Finland
$45.3M +$135K 6 8.4% Increased
1781
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
$45.3M +$3.01M 7 11.89% Increased
1782
South Street Advisors
South Street Advisors
New York
$45.2M -$1.55M 4 8.62% Reduced
1783
Bellecapital
Bellecapital
Switzerland
$45.2M +$1.14M 7 13.79% Increased
1784
CBT
Central Bank & Trust
Kentucky
$45.1M +$60.3K 7 7.42% Increased
1785
BIM
Bridgecreek Investment Management
Oklahoma
$45.1M -$445K 5 6.44% Reduced
1786
ARMC
American Research & Management Company
Massachusetts
$45M -$223K 7 10.4% Reduced
1787
Islet Management
Islet Management
New York
$45M -$49.1M 2 0.97% Reduced
1788
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$44.9M -$1.21M 5 0.93% Reduced
1789
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$44.9M -$716K 6 5.7% Reduced
1790
Alley Company
Alley Company
Illinois
$44.9M +$100K 4 8.04% Increased
1791
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$44.7M -$171K 5 20.76% Reduced
1792
GM Advisory Group
GM Advisory Group
New York
$44.7M +$141K 8 4.51% Increased
1793
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$44.7M +$1.25M 13 5.65% Increased
1794
Daily Journal Corp
Daily Journal Corp
California
$44.7M +$24.9M 1 19.86% Increased
1795
Rice Partnership
Rice Partnership
Hawaii
$44.7M -$364K 4 14.13% Reduced
1796
TCIM
TOMS Capital Investment Management
New York
$44.7M -$32.6M 1 2.57% Reduced
1797
Blueshift Asset Management
Blueshift Asset Management
New Jersey
$44.6M +$14.1M 14 2.5% Increased
1798
Cypress Capital Group
Cypress Capital Group
Florida
$44.6M -$322K 8 6.06% Reduced
1799
PP
Professional Planning
California
$44.6M -$1.93M 6 21.28% Reduced
1800
Hodges Capital Management
Hodges Capital Management
Texas
$44.5M +$10.4M 7 3.27% Increased