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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
1101
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$21.1M -$2.28K 5 4.17% Reduced
1102
ST
Stifel Trust
Missouri
$21M -$2.9M 7 3.92% Reduced
1103
Community Trust & Investment
Community Trust & Investment
Kentucky
$21M +$2.17M 3 3.18% Increased
1104
Whitebox Advisors
Whitebox Advisors
Minnesota
$21M +$4.04M 4 0.83% Increased
1105
RCP
Rothschild Capital Partners
New York
$21M +$2.79M 2 9.44% Increased
1106
CAM
Contour Asset Management
New York
$20.9M -$66.6M 1 1.01% Reduced
1107
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$20.9M -$48.8K 3 1.24% Reduced
1108
CDH
Charles D. Hyman
$20.8M +$618K 3 3.5% Increased
1109
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$20.7M +$3.03M 8 3.49% Increased
1110
Rockland Trust
Rockland Trust
Massachusetts
$20.7M -$6.92M 2 4.7% Reduced
1111
Aureus Asset Management
Aureus Asset Management
Massachusetts
$20.7M +$1.61M 5 5.17% Increased
1112
Norris Perne & French
Norris Perne & French
Michigan
$20.7M +$497K 5 3.89% Increased
1113
AMAL
Asset Management Advisors LLC
Oklahoma
$20.6M +$780K 3 13.55% Increased
1114
Everence Capital Management
Everence Capital Management
Indiana
$20.6M -$5.48K 7 7.63% Reduced
1115
PWM
Patriot Wealth Management
Texas
$20.5M +$151K 5 5.19% Increased
1116
Pitcairn
Pitcairn
Pennsylvania
$20.5M -$1.26M 5 2.27% Reduced
1117
Snow Capital Management
Snow Capital Management
Pennsylvania
$20.5M +$19.9M 2 0.71% Increased
1118
CIA
CSat Investment Advisory
Michigan
$20.5M +$11.2M 2 10.21% Increased
1119
PAM
Premier Asset Management
Illinois
$20.5M +$9.7M 3 5.19% Increased
1120
Atwood & Palmer
Atwood & Palmer
Missouri
$20.4M -$7.56M 5 5.46% Reduced
1121
Central Securities
Central Securities
New York
$20.4M +$3.16M 3 4.23% Increased
1122
SCM
Symons Capital Management
Pennsylvania
$20.4M +$82.6K 2 4.54% Increased
1123
RSS
Rosenblum Silverman Sutton
California
$20.4M -$49K 5 9.52% Reduced
1124
Wood Investment Counsel
Wood Investment Counsel
Colorado
$20.3M -$107K 4 3.02% Reduced
1125
CapWealth Advisors
CapWealth Advisors
Tennessee
$20.2M -$865K 6 4.64% Reduced