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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
PS
Pensionfund Sabic
Netherlands
$24.1M +$2.86M 6 7.17% Increased
1227
Community Bank
Community Bank
New York
$24.1M +$502K 7 5.82% Increased
1228
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$24M -$5.36M 6 7.48% Reduced
1229
SCM
Stonebridge Capital Management
California
$24M -$216K 8 10.15% Reduced
1230
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.9M +$1.67M 2 2.75% Increased
1231
CC
Carbonado Capital
New York
$23.7M +$22.1M 1 10.38% New
1232
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$23.6M +$9.7M 5 5.05% Increased
1233
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$23.6M +$2.13M 6 3.99% Increased
1234
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$23.4M +$3.24M 6 2.93% Increased
1235
Everence Capital Management
Everence Capital Management
Indiana
$23.4M -$1.25M 6 7.58% Reduced
1236
Bridges Investment Management
Bridges Investment Management
Nebraska
$23.4M +$833K 5 4.17% Increased
1237
Oxbow Advisors
Oxbow Advisors
Texas
$23.3M +$6.2M 5 2.91% Increased
1238
ICRM
Insight Capital Research & Management
California
$23.3M +$4.83M 4 6.77% Increased
1239
Eagle Global Advisors
Eagle Global Advisors
Texas
$23.2M +$3.27M 6 0.8% Increased
1240
RIG
Raveneur Investment Group
New York
$23.1M -$675K 1 8.31% Reduced
1241
ACP
Andalusian Capital Partners
Connecticut
$23.1M +$17.8M 2 10.58% Increased
1242
AT
Argent Trust
Texas
$23.1M +$14.1M 7 7.58% Increased
1243
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$23.1M +$1.27M 6 3.81% Increased
1244
Capital Investment Advisors
Capital Investment Advisors
Georgia
$23M +$3.82M 5 2.37% Increased
1245
USCA RIA
USCA RIA
Texas
$23M +$4.08M 8 4.97% Increased
1246
VFS
VSR Financial Services
Kansas
$23M +$7.28M 8 2.45% Increased
1247
CapWealth Advisors
CapWealth Advisors
Tennessee
$23M +$375K 9 5.57% Increased
1248
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$22.9M +$139K 6 6.05% Increased
1249
FFIC
First Fiduciary Investment Counsel
Ohio
$22.9M -$4.57M 2 5.18% Reduced
1250
Driehaus Capital Management
Driehaus Capital Management
Illinois
$22.9M +$8.18M 5 0.77% Increased