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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
901
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$26.9M +$369K 6 5.94% Increased
902
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.8M -$564K 2 4.53% Reduced
903
SIG
Schaller Investment Group
North Carolina
$26.7M -$280K 3 18.71% Reduced
904
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$26.7M +$862K 4 3.56% Increased
905
Evergreen Capital Management
Evergreen Capital Management
Washington
$26.6M +$162K 4 4.28% Increased
906
Mariner Wealth Advisors (Cincinnati)
Mariner Wealth Advisors (Cincinnati)
Ohio
$26.6M -$2.62M 4 4.93% Reduced
907
PIM
Progressive Investment Management
Oregon
$26.5M -$3.2M 2 9.82% Reduced
908
Carret Asset Management
Carret Asset Management
New York
$26.4M -$374K 4 5.86% Reduced
909
Dorsal Capital Management
Dorsal Capital Management
California
$26.3M -$10.6M 1 4.98% Reduced
910
JEW
Jamison Eaton & Wood
New Jersey
$26.3M -$172K 5 7.24% Reduced
911
Dowling & Yahnke
Dowling & Yahnke
California
$26.2M +$292K 5 4.11% Increased
912
Private Wealth Partners
Private Wealth Partners
California
$26.2M -$1.2M 5 6.2% Reduced
913
MAI Capital Management
MAI Capital Management
Ohio
$26.1M -$8.31M 6 3.39% Reduced
914
PEAK6 Group
PEAK6 Group
Illinois
$25.9M +$5.43M 6 0.18% Increased
915
PAM
Private Asset Management
California
$25.9M +$402K 4 4.96% Increased
916
AIM
AMI Investment Management
Indiana
$25.8M -$4.87K 2 19.36% Reduced
917
Mark Asset Management
Mark Asset Management
New York
$25.8M +$25.6M 5 8.18% New
918
Arrow Financial
Arrow Financial
New York
$25.8M -$481K 6 7.9% Reduced
919
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$25.6M -$247K 3 4.47% Reduced
920
CEI
Clark Estates Inc
New York
$25.6M +$1.49M 4 3.87% Increased
921
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$25.6M +$847K 4 7.56% Increased
922
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$25.5M -$4.34M 5 1.47% Reduced
923
CCC
Chelsea Counsel Company
California
$25.5M +$6.86M 4 5.28% Increased
924
FNB
First Niagara Bank
New York
$25.3M -$1.6M 5 5.41% Reduced
925
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$25.3M -$4.16M 7 4.02% Reduced