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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
1126
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$22.5M +$109K 4 2.25% Increased
1127
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$22.5M -$5.97M 9 3.03% Reduced
1128
SGH
Schonfeld Group Holdings
New York
$22.4M +$20.9M 4 11.68% Increased
1129
CCC
Chelsea Counsel Company
California
$22.4M -$1.55M 4 5.32% Reduced
1130
AL
Airain Ltd
Guernsey
$22.4M -$31.4M 6 1.34% Reduced
1131
SCM
Stonebridge Capital Management
California
$22.3M -$188K 7 10.03% Reduced
1132
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$22.3M +$834K 2 2.74% Increased
1133
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$22.3M +$285K 6 2.97% Increased
1134
Meeder Asset Management
Meeder Asset Management
Ohio
$22.3M -$28M 8 2.18% Reduced
1135
Goelzer Investment Management
Goelzer Investment Management
Indiana
$22.2M +$2.27M 5 3.53% Increased
1136
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$21.9M +$36.4K 2 4.39% Increased
1137
NS Partners
NS Partners
United Kingdom
$21.8M -$468K 4 3.83% Reduced
1138
First American Trust
First American Trust
California
$21.8M -$145K 4 8.43% Reduced
1139
KFS
Kurt F. Somerville
$21.8M +$1.55M 5 5.56% Increased
1140
SCA
Signpost Capital Advisors
New York
$21.8M -$23.3M 1 7.5% Reduced
1141
GIM
Greylin Investment Management
Virginia
$21.8M +$1.4M 1 6.05% Increased
1142
Murphy Capital Management
Murphy Capital Management
New Jersey
$21.7M -$1.06M 6 3.58% Reduced
1143
Everence Capital Management
Everence Capital Management
Indiana
$21.7M -$206K 6 7.48% Reduced
1144
BAS
Brown Advisory Securities
Maryland
$21.6M +$387K 5 7.8% Increased
1145
PAM
PartnerRe Asset Management
Connecticut
$21.5M +$118K 8 3.66% Increased
1146
First National Trust
First National Trust
Pennsylvania
$21.5M +$378K 5 3.69% Increased
1147
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$21.5M -$425K 7 9.96% Reduced
1148
AQR Arbitrage
AQR Arbitrage
Connecticut
$21.4M +$21.6M 1 0.26% New
1149
AAM
Ardevora Asset Management
United Kingdom
$21.4M +$5.99M 4 3.11% Increased
1150
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$21.4M -$1.01M 5 4.63% Reduced