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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
1151
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$19M -$40.5M 1 2.28% Reduced
1152
LT
LJ Trust
Nevada
$19M $0 1 3.83% Maintained
1153
FSC
Fiduciary Services Corp
Georgia
$19M -$256K 5 7.58% Reduced
1154
CM
Capital Management
Virginia
$19M -$1.52M 4 6.48% Reduced
1155
BAM
Burnham Asset Management
New York
$19M -$1.16M 5 4.49% Reduced
1156
BG
Bollard Group
Massachusetts
$18.9M -$549K 4 1.92% Reduced
1157
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$18.9M +$630K 2 0.56% Increased
1158
HPCM
High Pointe Capital Management
Illinois
$18.9M -$125K 6 7.3% Reduced
1159
PVH
Psagot Value Holdings
Israel
$18.8M +$361K 4 0.64% Increased
1160
First Interstate Bank
First Interstate Bank
Montana
$18.8M +$3.56M 4 4.13% Increased
1161
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.8M -$1.73M 5 8.41% Reduced
1162
Fulton Bank
Fulton Bank
Pennsylvania
$18.8M -$2.22M 5 2.16% Reduced
1163
Aureus Asset Management
Aureus Asset Management
Massachusetts
$18.7M +$1.77M 5 4.81% Increased
1164
FPCM
Financial Partners Capital Management
New York
$18.7M -$4.73M 3 6.06% Reduced
1165
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$18.7M +$17.4M 3 8.84% New
1166
AT
Acadia Trust
Maine
$18.7M +$7.84M 2 6.99% Increased
1167
HA
Hays Advisory
Tennessee
$18.6M -$246K 1 2.26% Reduced
1168
ATC
Argent Trust Company
Louisiana
$18.6M +$193K 4 7% Increased
1169
STI
Susquehanna Trust & Investment
Pennsylvania
$18.6M +$5.62M 3 4.11% Increased
1170
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$18.6M +$972K 4 3.76% Increased
1171
CCM
Cohen Capital Management
California
$18.5M $0 3 5% Maintained
1172
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$18.5M +$8.58M 4 6.42% Increased
1173
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$18.5M -$389K 5 5.31% Reduced
1174
WCP
Welch Capital Partners
New York
$18.5M -$5.32M 2 6.59% Reduced
1175
Community Trust & Investment
Community Trust & Investment
Kentucky
$18.4M -$2.5M 2 3.11% Reduced