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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
1076
MAI Capital Management
MAI Capital Management
Ohio
$30.4M -$1.37M 7 2.34% Reduced
1077
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$30.4M +$2.29M 7 4.63% Increased
1078
BCM
Bluefin Capital Management
New York
$30.3M +$25.3M 6 3.01% Increased
1079
Norris Perne & French
Norris Perne & French
Michigan
$30.3M -$764K 5 6.53% Reduced
1080
AL
Agran Libbie
California
$30.1M +$51.6K 7 7.53% Increased
1081
Ionic Capital Management
Ionic Capital Management
New York
$30M +$11.4M 5 1.33% Increased
1082
Lebenthal Holdings
Lebenthal Holdings
New York
$30M +$8.15M 7 3.72% Increased
1083
Mariner Wealth Advisors (Cincinnati)
Mariner Wealth Advisors (Cincinnati)
Ohio
$29.9M +$2.28M 7 2.68% Increased
1084
Stewart & Patten Company
Stewart & Patten Company
California
$29.8M -$157K 5 5.86% Reduced
1085
EAM
EastBay Asset Management
New York
$29.8M +$19.4M 2 7.37% Increased
1086
Stephens Inc
Stephens Inc
Arkansas
$29.8M +$2.58M 6 1.33% Increased
1087
Matrix Asset Advisors
Matrix Asset Advisors
New York
$29.7M +$3.82M 4 5.79% Increased
1088
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$29.6M -$62.2K 3 7.51% Reduced
1089
Capital Investment Advisors
Capital Investment Advisors
Georgia
$29.6M +$1.3M 6 2.77% Increased
1090
ASA
Armstrong Shaw Associates
Connecticut
$29.6M +$3.93M 2 7.54% Increased
1091
Kanawha Capital Management
Kanawha Capital Management
Virginia
$29.6M -$570K 5 4.95% Reduced
1092
Dearborn Partners
Dearborn Partners
Illinois
$29.6M +$392K 6 2.57% Increased
1093
QAM
Quentec Asset Management
New York
$29.6M -$182K 3 3.67% Reduced
1094
Ledyard National Bank
Ledyard National Bank
$29.5M -$5.43M 8 5.32% Reduced
1095
1ST Source Bank
1ST Source Bank
Indiana
$29.4M -$135K 6 3.33% Reduced
1096
LHC
Levy Harkins & Co
New York
$29.3M -$1.3M 2 13.26% Reduced
1097
LT
LJ Trust
Nevada
$29.3M $0 1 4.51% Maintained
1098
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$29.2M +$815K 7 2.36% Increased
1099
ALPS Advisors
ALPS Advisors
Colorado
$29.2M +$4.56M 6 0.26% Increased
1100
BAS
Brown Advisory Securities
Maryland
$29.2M +$1.78M 8 9.11% Increased