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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
Grimes & Company
Grimes & Company
Massachusetts
$48.2M +$835K 5 3.86% Increased
1227
TC
Towle & Co
Colorado
$48.1M -$25M 1 4.39% Reduced
1228
PCM
Puissance Capital Management
New York
$48.1M $0 1 33.54% Maintained
1229
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$48M +$198K 7 7.74% Increased
1230
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$47.9M -$3.61M 7 3.78% Reduced
1231
GFA
Gifford Fong Associates
California
$47.8M $0 6 15.21% Maintained
1232
Matrix Asset Advisors
Matrix Asset Advisors
New York
$47.8M -$4.41M 3 7.63% Reduced
1233
HCMT
Highland Capital Management (Texas)
Texas
$47.8M -$2.66M 7 2.63% Reduced
1234
Oribel Capital Management
Oribel Capital Management
New York
$47.5M -$18.7M 3 6.95% Reduced
1235
TimesSquare Capital Management
TimesSquare Capital Management
New York
$47.4M +$1.38M 3 0.31% Increased
1236
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$47.4M -$10.9M 3 8.6% Reduced
1237
Giverny Capital
Giverny Capital
Quebec, Canada
$47.4M +$3.8M 2 5.36% Increased
1238
Country Club Trust
Country Club Trust
Missouri
$47.4M -$1.83M 6 5.51% Reduced
1239
Dundas Partners
Dundas Partners
United Kingdom
$47.1M +$9.24M 3 9.52% Increased
1240
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
$47.1M -$1.38M 8 12.91% Reduced
1241
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$47M +$819K 3 18.99% Increased
1242
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$46.9M -$15M 6 3.97% Reduced
1243
Parallel Advisors
Parallel Advisors
California
$46.8M +$3.26M 19 5.81% Increased
1244
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$46.8M -$687K 8 4.55% Reduced
1245
MTC
McDaniel Terry & Co
Texas
$46.5M -$1.11M 4 7.85% Reduced
1246
HP
Holowesko Partners
Bahamas
$46.5M +$7.26M 1 3.43% Increased
1247
Washington Trust Bank
Washington Trust Bank
Washington
$46.5M -$2.26M 10 6.9% Reduced
1248
FIM
Frontier Investment Management
Texas
$46.4M -$2.38M 7 3.3% Reduced
1249
D.J. St. Germain
D.J. St. Germain
Massachusetts
$46.3M -$5.44M 6 5.19% Reduced
1250
DAM
Davis Asset Management
California
$46.3M +$17.7M 2 4.25% Increased