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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
1176
OWIM
Old West Investment Management
California
$19.3M -$390K 2 13.42% Reduced
1177
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$19.2M -$862K 2 0.96% Reduced
1178
JAM
JCIC Asset Management
Ontario, Canada
$19.2M -$597K 1 3.44% Reduced
1179
Central Securities
Central Securities
New York
$19.1M -$2.67M 3 4.29% Reduced
1180
Beacon Trust
Beacon Trust
New Jersey
$19.1M -$2.04M 5 3.07% Reduced
1181
GAM Systematic
GAM Systematic
United Kingdom
$19.1M +$1.27M 7 2.41% Increased
1182
Edge Wealth Management
Edge Wealth Management
New York
$19M -$992K 6 6.51% Reduced
1183
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$19M +$711K 4 5.57% Increased
1184
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$19M +$11.6M 2 1.35% Increased
1185
VFS
VSR Financial Services
Kansas
$19M +$3.87M 6 2.01% Increased
1186
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$18.9M -$7.95M 6 1.09% Reduced
1187
BAM
Burnham Asset Management
New York
$18.9M +$116K 5 4.37% Increased
1188
MC
Mathes Company
New York
$18.9M -$496K 6 10.1% Reduced
1189
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$18.8M +$876K 5 4.53% Increased
1190
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$18.8M -$6.42M 7 4.2% Reduced
1191
NPC
National Planning Corporation
California
$18.8M +$213K 6 1.69% Increased
1192
Advisory Research
Advisory Research
Illinois
$18.8M -$1.11M 2 0.21% Reduced
1193
Gerstein Fisher
Gerstein Fisher
New York
$18.8M -$1.7M 6 3.04% Reduced
1194
MTIM
Marathon Trading Investment Management
Pennsylvania
$18.7M -$63.5M 6 0.76% Reduced
1195
Greystone Managed Investments
Greystone Managed Investments
Saskatchewan, Canada
$18.7M -$5.59M 2 0.49% Reduced
1196
FIM
Frontier Investment Management
Texas
$18.7M -$48.7K 3 2.17% Reduced
1197
AMAL
Asset Management Advisors LLC
Oklahoma
$18.6M -$561K 3 13.3% Reduced
1198
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.5M +$1.88M 4 1.32% Increased
1199
CPWM LLC
CPWM LLC
Washington
$18.5M +$10.3M 6 4.42% Increased
1200
Aureus Asset Management
Aureus Asset Management
Massachusetts
$18.5M -$2M 4 3.88% Reduced