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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
951
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$32.3M +$2.63M 6 4.58% Increased
952
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.2M -$11.1M 12 1.97% Reduced
953
Griffin Asset Management
Griffin Asset Management
New York
$32.1M +$471K 4 9.58% Increased
954
KCP
Kenmare Capital Partners
New York
$32.1M $0 1 16.31% Maintained
955
CCM
Crestwood Capital Management
New York
$32M +$5.89M 2 4.32% Increased
956
Grimes & Company
Grimes & Company
Massachusetts
$31.9M +$102K 6 8.34% Increased
957
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$31.9M -$269K 8 7.79% Reduced
958
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$31.7M +$118K 5 5.26% Increased
959
Driehaus Capital Management
Driehaus Capital Management
Illinois
$31.7M +$7.6M 3 1.21% Increased
960
Carret Asset Management
Carret Asset Management
New York
$31.6M -$176K 4 6.14% Reduced
961
General American Investors
General American Investors
New York
$31.6M $0 1 2.51% Maintained
962
BCM
Bluefin Capital Management
New York
$31.4M +$13.9M 8 1.72% Increased
963
Reilly Financial Advisors
Reilly Financial Advisors
California
$31.2M +$706K 7 7.52% Increased
964
QVT Financial
QVT Financial
New York
$31.1M +$31.4M 1 1.6% New
965
MC
Muhlenkamp & Co
Pennsylvania
$31.1M -$8.58M 3 5.61% Reduced
966
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$31M -$38.4K 7 4.12% Reduced
967
PRC
Platte River Capital
Colorado
$30.9M -$14.7M 5 7.98% Reduced
968
Curi RMB Capital
Curi RMB Capital
Illinois
$30.9M -$250K 5 1.89% Reduced
969
Capstone Investment Advisors
Capstone Investment Advisors
New York
$30.9M +$7.61M 5 0.35% Increased
970
1ST Source Bank
1ST Source Bank
Indiana
$30.8M -$979K 4 4.09% Reduced
971
RGI
River Global Investors
United Kingdom
$30.7M +$1.77M 3 6.03% Increased
972
STI
Susquehanna Trust & Investment
Pennsylvania
$30.6M +$6.02M 3 6.64% Increased
973
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$30.6M -$135K 5 4.78% Reduced
974
CFS
Community Financial System
New York
$30.5M -$742K 6 6.68% Reduced
975
LRPA
L. Roy Papp & Associates
Arizona
$30.5M -$161K 4 7.06% Reduced