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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
1051
GAMCO Investors
GAMCO Investors
Connecticut
$37.1M -$1.46M 7 0.23% Reduced
1052
AAM
AO Asset Management
New York
$37.1M -$2.97M 4 12.38% Reduced
1053
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$37M -$4.31M 8 6.15% Reduced
1054
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$37M -$1.03M 6 6.56% Reduced
1055
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$36.9M +$891K 7 9.18% Increased
1056
Carret Asset Management
Carret Asset Management
New York
$36.6M -$384K 7 6.94% Reduced
1057
Telemus Capital
Telemus Capital
Michigan
$36.6M -$3.54M 7 4.97% Reduced
1058
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$36.6M +$16.7M 8 2.27% Increased
1059
Old Mutual Customised Solutions
Old Mutual Customised Solutions
South Africa
$36.5M +$14.9M 10 6.69% Increased
1060
KLWA
Kelly Lawrence W & Associates
California
$36.4M -$448K 6 8.08% Reduced
1061
Clal Insurance
Clal Insurance
Israel
$36.4M +$110K 2 0.68% Increased
1062
Matrix Asset Advisors
Matrix Asset Advisors
New York
$36.4M +$6.14M 3 6.16% Increased
1063
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$36.3M +$1.65M 7 5.16% Increased
1064
NAM
North American Management
Massachusetts
$36.3M -$122K 4 6.06% Reduced
1065
HHC
Hutchin Hill Capital
New York
$36.3M -$10M 10 1.25% Reduced
1066
CG
Clinton Group
New York
$36.2M +$472K 8 2.11% Increased
1067
AS
AIA (Singapore)
Singapore
$36.1M +$3.16M 1 15.37% Increased
1068
SIG
Schaller Investment Group
North Carolina
$36M -$2.42M 4 18.47% Reduced
1069
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$36M -$920K 6 18.49% Reduced
1070
ACM
Ariose Capital Management
Hong Kong
$35.9M -$5.37M 1 11.7% Reduced
1071
Palisade Asset Management
Palisade Asset Management
Minnesota
$35.6M -$1.58M 4 6.82% Reduced
1072
Capital Investment Advisors
Capital Investment Advisors
Georgia
$35.6M +$2.62M 6 3% Increased
1073
Arrow Financial
Arrow Financial
New York
$35.5M -$871K 7 8.81% Reduced
1074
EAM
EastBay Asset Management
New York
$35.5M -$14.9M 2 5.04% Reduced
1075
Nelson Capital Management
Nelson Capital Management
California
$35.3M -$488K 8 12.34% Reduced