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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
926
Taurus Asset Management
Taurus Asset Management
New York
$25.3M -$198K 5 5.84% Reduced
927
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$25.3M +$626K 3 5.52% Increased
928
KLWA
Kelly Lawrence W & Associates
California
$25.3M +$63.9K 4 5.97% Increased
929
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$25.2M -$158K 5 5.35% Reduced
930
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$25.2M +$1.62M 2 9.98% Increased
931
Arden Trust
Arden Trust
Delaware
$25.2M -$7.12M 7 3.22% Reduced
932
LHC
Levy Harkins & Co
New York
$25.2M -$11.4K 2 10.02% Reduced
933
TAM
Telemark Asset Management
Massachusetts
$25M $0 1 7.45% Maintained
934
NM
Nokota Management
New York
$24.9M -$5.76M 2 1.09% Reduced
935
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$24.9M +$23.9M 13 2.69% Increased
936
LRPA
L. Roy Papp & Associates
Arizona
$24.8M -$71K 4 5.89% Reduced
937
SM
SCFF Management
California
$24.7M $0 1 23.42% Maintained
938
RGI
River Global Investors
United Kingdom
$24.6M -$15.7M 3 5.54% Reduced
939
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$24.6M -$310K 5 4.31% Reduced
940
CFS
Community Financial System
New York
$24.5M +$94.9K 5 5.88% Increased
941
AIM
Allen Investment Management
New York
$24.5M +$22.8M 2 6.7% Increased
942
Curi RMB Capital
Curi RMB Capital
Illinois
$24.4M -$5.4M 5 1.75% Reduced
943
PAM
PartnerRe Asset Management
Connecticut
$24.3M -$3.01M 8 4.1% Reduced
944
FBC
Fairfield, Bush & Co
Connecticut
$24.3M +$12.3M 5 7.35% Increased
945
Rockland Trust
Rockland Trust
Massachusetts
$24.3M +$9M 2 6.41% Increased
946
MC
MSF Capital
New York
$24.2M +$24.3M 2 5.88% New
947
FC
Farley Capital
New York
$24.1M +$2.02M 1 16.64% Increased
948
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$24.1M +$666K 4 3.67% Increased
949
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$24.1M +$331K 4 4.7% Increased
950
Murphy Capital Management
Murphy Capital Management
New Jersey
$24.1M +$417K 5 4.55% Increased