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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
1001
Integre Asset Management
Integre Asset Management
New York
$25M -$429K 4 5.67% Reduced
1002
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$25M +$65.7K 4 2.42% Increased
1003
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$25M +$1.03M 5 6.7% Increased
1004
Community Financial System
Community Financial System
New York
$24.9M -$163K 5 5.57% Reduced
1005
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling
California
$24.9M -$3.18M 3 11.67% Reduced
1006
Grimes & Company
Grimes & Company
Massachusetts
$24.7M -$234K 4 7.39% Reduced
1007
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$24.7M -$1.61M 1 0.69% Reduced
1008
Chilton Capital Management
Chilton Capital Management
Texas
$24.6M -$325K 7 2.66% Reduced
1009
Nelson Capital Management
Nelson Capital Management
California
$24.6M -$380K 7 10.93% Reduced
1010
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$24.6M +$544K 3 5.65% Increased
1011
Alerus Investment Advisors
Alerus Investment Advisors
Minnesota
$24.5M -$2.99M 4 5.41% Reduced
1012
First American Trust
First American Trust
California
$24.5M -$644K 5 8.27% Reduced
1013
Quotient Investors
Quotient Investors
New York
$24.5M -$306K 6 5.76% Reduced
1014
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$24.5M $0 2 6.48% Maintained
1015
John G. Ullman & Associates
John G. Ullman & Associates
New York
$24.4M +$3.16M 3 4.66% Increased
1016
Cortland Associates
Cortland Associates
Missouri
$24.4M -$1.42M 2 4.96% Reduced
1017
Petrus Trust Company
Petrus Trust Company
Texas
$24.3M $0 2 6.38% Maintained
1018
Palisade Asset Management
Palisade Asset Management
Minnesota
$24.3M +$986K 3 5.5% Increased
1019
Bank of Kentucky
Bank of Kentucky
Kentucky
$24.2M +$374K 4 6.31% Increased
1020
Canal Insurance Company
Canal Insurance Company
South Carolina
$24.2M +$1.09M 2 8.06% Increased
1021
Foster & Motley
Foster & Motley
Ohio
$24.2M +$749K 3 6.1% Increased
1022
Icon Advisers
Icon Advisers
Colorado
$24.1M -$1.2M 4 1.75% Reduced
1023
AVC
Arlington Value Capital
Utah
$24.1M +$23.2M 1 6.92% New
1024
SCM
Summit Capital Management
Washington
$24.1M +$3.36M 1 9.07% Increased
1025
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$24.1M +$55.5K 5 5.36% Increased