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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
851
GIM
Gyrus Investment Management
Ontario, Canada
$34.6M -$3.55M 4 7.23% Reduced
852
South Texas Money Management
South Texas Money Management
Texas
$34.6M -$129K 4 2.41% Reduced
853
WMC
Westwood Management Corporation
Illinois
$34.4M -$268K 2 5.77% Reduced
854
Howland Capital Management
Howland Capital Management
Massachusetts
$34.4M -$291K 5 4.27% Reduced
855
Constellation Wealth Advisors
Constellation Wealth Advisors
New York
$34.2M +$2.05M 5 3.29% Increased
856
RNS
Robert N. Shapiro
$34.1M +$2.83M 9 6.1% Increased
857
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$34.1M +$4.85M 2 15% Increased
858
SM
Scoggin Management
New York
$34.1M -$10.3M 2 2.86% Reduced
859
Brinker Capital
Brinker Capital
Pennsylvania
$34M +$29M 6 2.8% Increased
860
Capital Growth Management
Capital Growth Management
Massachusetts
$34M +$30.8M 1 0.88% New
861
MCI
McDonald Capital Investors
California
$33.9M -$22.8M 1 4.26% Reduced
862
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$33.9M -$335K 3 8.56% Reduced
863
SAM
Symphony Asset Management
California
$33.9M +$10M 8 2.48% Increased
864
SCM
Stevens Capital Management
Pennsylvania
$33.7M -$50M 6 1% Reduced
865
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$33.7M -$3.89M 4 3.15% Reduced
866
Apex Capital Management
Apex Capital Management
Ohio
$33.6M -$35.4M 5 1.26% Reduced
867
Parsons Capital Management
Parsons Capital Management
Rhode Island
$33.4M +$55.6K 6 5.01% Increased
868
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$33.3M -$1.16M 8 7.85% Reduced
869
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$33.3M -$860K 2 6.7% Reduced
870
Private Wealth Partners
Private Wealth Partners
California
$33.2M +$2.26M 5 7.4% Increased
871
Cetera Advisor Networks
Cetera Advisor Networks
California
$33M +$1.11M 5 2.52% Increased
872
Griffin Asset Management
Griffin Asset Management
New York
$32.8M +$526K 4 10.61% Increased
873
Maryland Capital Management
Maryland Capital Management
Maryland
$32.8M -$1.8M 5 5.21% Reduced
874
QCI Asset Management
QCI Asset Management
New York
$32.8M +$439K 8 5.38% Increased
875
VDBMI
Van Den Berg Management I
Texas
$32.7M -$10.8M 2 2.55% Reduced