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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
Lincluden Management
Lincluden Management
Ontario, Canada
$16.7M +$33.5K 2 1.57% Increased
1227
Parkwood LLC
Parkwood LLC
Ohio
$16.7M +$5.17M 3 4% Increased
1228
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$16.6M -$754K 4 7.25% Reduced
1229
IIM
Ivory Investment Management
New York
$16.6M -$55M 4 0.7% Reduced
1230
VOAM
Vertex One Asset Management
British Columbia, Canada
$16.6M +$4.98M 1 1.97% Increased
1231
YCG LLC
YCG LLC
Texas
$16.5M -$150K 4 6.76% Reduced
1232
BRA
Bender Robert & Associates
California
$16.5M -$363K 3 11.07% Reduced
1233
LAM
Lapides Asset Management
Connecticut
$16.5M +$1.11M 1 2.31% Increased
1234
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$16.4M +$496K 3 3.51% Increased
1235
FA
FDx Advisors
Illinois
$16.3M +$2.13M 8 1.36% Increased
1236
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$16.3M -$931K 3 0.33% Reduced
1237
Wedbush Securities
Wedbush Securities
California
$16.3M +$5.87M 6 2.85% Increased
1238
Auxier Asset Management
Auxier Asset Management
Oregon
$16.3M $0 3 3.47% Maintained
1239
SGH
Schonfeld Group Holdings
New York
$16.3M -$5.37M 8 4.06% Reduced
1240
MIC
MU Investments Company
Japan
$16.3M -$851K 5 7.54% Reduced
1241
SHA
Smith Hayes Advisers
Nebraska
$16.2M +$6.97M 5 4.02% Increased
1242
SIPS
Shelter Insurance Profit Sharing
Missouri
$16.2M +$1.27M 2 6.4% Increased
1243
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$16.2M +$173K 2 6.21% Increased
1244
MTC
McDaniel Terry & Co
Texas
$16.1M +$120K 2 4.1% Increased
1245
New England Asset Management
New England Asset Management
Connecticut
$16.1M -$3M 1 0.4% Reduced
1246
CANC
Culbertson A N & Co
Virginia
$16.1M +$354K 4 7.5% Increased
1247
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$16.1M -$6.77M 2 4.55% Reduced
1248
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$16.1M +$2.98M 3 3.2% Increased
1249
Capstone Investment Advisors
Capstone Investment Advisors
New York
$16M -$21.5M 2 0.2% Reduced
1250
MMG
Monetary Management Group
Missouri
$16M -$334K 6 7.44% Reduced