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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
1026
LHC
Levy Harkins & Co
New York
$27.2M +$853K 2 11.15% Increased
1027
CCT
Chemung Canal Trust
New York
$27.1M +$68.2K 4 5.43% Increased
1028
Sabal Trust
Sabal Trust
Florida
$26.8M -$1.38M 2 3.46% Reduced
1029
Intact Investment Management
Intact Investment Management
Quebec, Canada
$26.8M +$8.16M 5 1.06% Increased
1030
Community Bank
Community Bank
New York
$26.7M +$27.6M 6 6.06% New
1031
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$26.7M -$179K 10 2.26% Reduced
1032
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$26.5M -$267K 4 4.36% Reduced
1033
EP Wealth Advisors
EP Wealth Advisors
California
$26.5M +$447K 5 4.37% Increased
1034
GIM
Greystone Investment Management
Ohio
$26.5M -$134K 3 10.06% Reduced
1035
KLC
Knowledge Leaders Capital
Colorado
$26.5M -$9.6M 3 8.2% Reduced
1036
RiverFront Investment Group
RiverFront Investment Group
Virginia
$26.4M -$4.63M 1 0.8% Reduced
1037
DFO
Duquesne Family Office
New York
$26.4M -$73.1M 1 2.59% Reduced
1038
FC
Farley Capital
New York
$26.3M +$10.8K 1 18.65% Increased
1039
Sandy Spring Bank
Sandy Spring Bank
Maryland
$26.3M +$801K 7 3.16% Increased
1040
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$26.3M +$589K 5 5.9% Increased
1041
Nelson Capital Management
Nelson Capital Management
California
$26.3M +$4.37M 7 9.74% Increased
1042
Arrow Financial
Arrow Financial
New York
$26.2M +$999K 5 7.15% Increased
1043
Maj Invest Holding A/S
Maj Invest Holding A/S
Denmark
$26.2M +$353K 3 10.79% Increased
1044
CC
ClearArc Capital
Ohio
$26.2M +$904K 7 5.35% Increased
1045
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$26.1M -$1.24M 4 2.13% Reduced
1046
Visium Asset Management
Visium Asset Management
New York
$26.1M -$12.5M 8 0.37% Reduced
1047
Stephens Inc
Stephens Inc
Arkansas
$25.9M -$701K 7 1.23% Reduced
1048
DP
DSAM Partners
United Kingdom
$25.9M +$4.58M 2 6.83% Increased
1049
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$25.8M +$155K 4 5.17% Increased
1050
RNS
Robert N. Shapiro
$25.8M +$877K 9 5.16% Increased