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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
1201
CDH
Charles D. Hyman
$35.2M +$252K 6 4.37% Increased
1202
Edge Wealth Management
Edge Wealth Management
New York
$35.1M -$45.9K 10 10.61% Reduced
1203
Webster Bank
Webster Bank
Connecticut
$34.9M -$25.9K 9 5.07% Reduced
1204
Advisor Partners
Advisor Partners
California
$34.9M -$288K 9 6.85% Reduced
1205
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$34.9M -$784K 3 11.04% Reduced
1206
Ancora Advisors
Ancora Advisors
Ohio
$34.8M +$378K 7 2.02% Increased
1207
FCM
Firsthand Capital Management
California
$34.7M -$56.6K 6 30.84% Reduced
1208
T
TOBAM
France
$34.6M -$18.4M 2 1.31% Reduced
1209
RBF Capital
RBF Capital
California
$34.6M -$2.21M 6 4.38% Reduced
1210
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$34.5M $0 2 14.1% Maintained
1211
Intact Investment Management
Intact Investment Management
Quebec, Canada
$34.5M -$1.85M 6 1.5% Reduced
1212
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$34.4M +$489K 3 1.17% Increased
1213
Stewart & Patten Company
Stewart & Patten Company
California
$34.3M -$986K 5 6.26% Reduced
1214
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$34.3M -$2.49M 6 5.63% Reduced
1215
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$34.2M +$341K 5 9.33% Increased
1216
Fiduciary Group
Fiduciary Group
Georgia
$34.2M -$388K 6 7.69% Reduced
1217
RCM
Rockshelter Capital Management
Pennsylvania
$34.2M -$794K 2 10.83% Reduced
1218
TWI
Thomas White International
Illinois
$34.1M -$4.79M 6 5.97% Reduced
1219
Welch Group
Welch Group
Alabama
$34M +$15.8M 5 5.69% Increased
1220
Prelude Capital Management
Prelude Capital Management
New York
$34M -$2.26M 15 3.06% Reduced
1221
Alerus Financial
Alerus Financial
North Dakota
$33.9M -$34.7K 4 4.94% Reduced
1222
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$33.8M -$5.19M 8 4.41% Reduced
1223
SII Investments
SII Investments
Wisconsin
$33.8M +$1.88M 9 1.93% Increased
1224
Washington Trust Bank
Washington Trust Bank
Washington
$33.8M +$12M 10 5.37% Increased
1225
NG
NatWest Group
United Kingdom
$33.7M -$13.1M 4 8.36% Reduced