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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
1226
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$16.2M +$149K 4 3.63% Increased
1227
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$16.1M +$400K 8 3.33% Increased
1228
Rand Wealth
Rand Wealth
Maryland
$16.1M -$3.17M 4 2.85% Reduced
1229
Harbert Management Corporation
Harbert Management Corporation
Alabama
$16.1M -$6.11M 2 13.35% Reduced
1230
Redwood Investments
Redwood Investments
Massachusetts
$16.1M -$1.31M 1 2.4% Reduced
1231
Quantitative Investment Management
Quantitative Investment Management
Virginia
$16M -$4.98M 7 1.54% Reduced
1232
Monetary Management Group
Monetary Management Group
Missouri
$15.9M +$5.25M 5 7.39% Increased
1233
Hancock Whitney
Hancock Whitney
Mississippi
$15.9M +$395K 5 0.65% Increased
1234
Dock Street Asset Management
Dock Street Asset Management
Florida
$15.9M -$231K 3 7.61% Reduced
1235
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$15.9M -$4.88M 3 0.33% Reduced
1236
CIA
CSat Investment Advisory
Michigan
$15.8M -$11.2M 1 6.26% Reduced
1237
NCCM
Nine Chapters Capital Management
New Jersey
$15.8M -$2.17M 5 1.59% Reduced
1238
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$15.8M -$741K 3 4.65% Reduced
1239
Hollencrest Capital Management
Hollencrest Capital Management
California
$15.8M +$14.8M 6 2.58% New
1240
Whitebox Advisors
Whitebox Advisors
Minnesota
$15.8M +$6.1M 5 0.69% Increased
1241
Marvin & Palmer Associates
Marvin & Palmer Associates
Delaware
$15.7M +$2.41M 3 9.44% Increased
1242
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$15.7M -$82.3K 6 6.57% Reduced
1243
Ensemble Capital Management
Ensemble Capital Management
California
$15.7M -$2.29M 2 6.31% Reduced
1244
Middleton & Co
Middleton & Co
Massachusetts
$15.7M +$672K 5 4.1% Increased
1245
G2 Investment Partners Management
G2 Investment Partners Management
New York
$15.6M +$14.3M 1 5.67% New
1246
Argus Investors Counsel
Argus Investors Counsel
New York
$15.6M -$113K 3 6.33% Reduced
1247
YCG LLC
YCG LLC
Texas
$15.6M +$998K 4 6.54% Increased
1248
PAM
Premier Asset Management
Illinois
$15.6M -$76.1K 2 4.14% Reduced
1249
First Horizon Advisors
First Horizon Advisors
Tennessee
$15.5M +$1.48M 9 2.33% Increased
1250
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$15.5M -$2.75M 5 4.78% Reduced