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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
LHC
Levy Harkins & Co
New York
$35.4M +$3.55M 2 13.97% Increased
1077
HC
Hillman Company
Pennsylvania
$35.3M $0 1 12.95% Maintained
1078
LT
LJ Trust
Nevada
$35.2M +$2.26M 1 4.81% Increased
1079
NBT Bank
NBT Bank
New York
$35.2M -$191K 7 6.13% Reduced
1080
Bainco International Investors
Bainco International Investors
Massachusetts
$35M +$458K 4 6.4% Increased
1081
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$35M +$930K 9 4.67% Increased
1082
SCM
Sandler Capital Management
New York
$35M +$22.6M 3 4.3% Increased
1083
Glade Brook Capital Partners
Glade Brook Capital Partners
Connecticut
$34.8M +$34M 1 14.64% New
1084
Magnetar Financial
Magnetar Financial
Illinois
$34.8M +$31.8M 5 0.49% Increased
1085
ALPS Advisors
ALPS Advisors
Colorado
$34.7M +$3.89M 7 0.28% Increased
1086
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$34.6M -$1.62M 6 5.04% Reduced
1087
Norris Perne & French
Norris Perne & French
Michigan
$34.3M +$273K 5 7.14% Increased
1088
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.3M -$2.52M 5 3.35% Reduced
1089
IAM
Integre Asset Management
New York
$34.3M +$4.2M 5 10.62% Increased
1090
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.3M -$1.74K 7 7.71% Reduced
1091
Crosslink Capital
Crosslink Capital
California
$34.1M +$14.1M 3 6.14% Increased
1092
AMI Asset Management
AMI Asset Management
California
$34M -$29.1M 1 2.34% Reduced
1093
Owl Creek Asset Management
Owl Creek Asset Management
New York
$33.9M -$23.8M 1 1.47% Reduced
1094
MAI Capital Management
MAI Capital Management
Ohio
$33.9M +$384K 7 2.55% Increased
1095
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$33.7M +$3.41M 6 4.85% Increased
1096
AL
Agran Libbie
California
$33.7M -$166K 7 9.63% Reduced
1097
RA
RiverPark Advisors
New York
$33.5M +$18.6M 3 7.28% Increased
1098
RCM
Riverpark Capital Management
New York
$33.5M +$15.3M 3 7.8% Increased
1099
FA
FDx Advisors
Illinois
$33.4M -$2.25M 9 1.39% Reduced
1100
BAS
Brown Advisory Securities
Maryland
$33.4M +$285K 8 9.73% Increased