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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
HCM
Herndon Capital Management
Georgia
$27.6M -$88.4M 3 0.58% Reduced
1152
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$27.6M +$6.43M 8 1.14% Increased
1153
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$27.5M -$678K 7 2.34% Reduced
1154
KLWA
Kelly Lawrence W & Associates
California
$27.4M -$581K 6 6.2% Reduced
1155
CCM
Cupps Capital Management
Illinois
$27.4M +$4.9M 4 3.84% Increased
1156
TCM
Tradewinds Capital Management
Washington
$27.4M -$1.51M 10 19.77% Reduced
1157
LHC
Lodge Hill Capital
New York
$27.2M +$6.75M 1 5.77% Increased
1158
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$27.2M -$135K 5 2.61% Reduced
1159
BAS
Brown Advisory Securities
Maryland
$27.2M +$1.02M 7 9.26% Increased
1160
Webster Bank
Webster Bank
Connecticut
$27.1M +$409K 7 4.35% Increased
1161
Stratton Management
Stratton Management
Pennsylvania
$27M -$1.89M 5 3.27% Reduced
1162
Ledyard National Bank
Ledyard National Bank
$26.9M -$192K 9 4.85% Reduced
1163
AI
ArchPoint Investors
Florida
$26.9M -$3.81M 5 18.94% Reduced
1164
Alpha Cubed Investments
Alpha Cubed Investments
California
$26.9M +$7.68M 8 7.03% Increased
1165
Ensemble Capital Management
Ensemble Capital Management
California
$26.9M +$1.71M 3 7.94% Increased
1166
SC
Shellback Capital
Massachusetts
$26.9M -$19.2M 1 2.16% Reduced
1167
Mariner Wealth Advisors (Cincinnati)
Mariner Wealth Advisors (Cincinnati)
Ohio
$26.8M +$25.5M 6 2.62% New
1168
First American Trust
First American Trust
California
$26.8M +$31.4K 5 9.88% Increased
1169
BAM
Burnham Asset Management
New York
$26.7M +$337K 6 7.32% Increased
1170
Fiduciary Group
Fiduciary Group
Georgia
$26.7M +$258K 6 7.96% Increased
1171
MIM
Manitou Investment Management
Ontario, Canada
$26.6M +$1.07M 2 10.59% Increased
1172
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$26.6M -$820K 7 11.48% Reduced
1173
BA
Birinyi Associates
Connecticut
$26.4M -$6.32M 5 17.19% Reduced
1174
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$26.3M -$123K 6 5.65% Reduced
1175
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$26.3M +$25M 1 17.91% New