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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
1251
Cowen Inc
Cowen Inc
New York
$15.9M +$7.11M 4 1.96% Increased
1252
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$15.8M -$613K 5 3.02% Reduced
1253
CCM
Cupps Capital Management
Illinois
$15.8M -$5.26M 3 1.21% Reduced
1254
Ensemble Capital Management
Ensemble Capital Management
California
$15.8M +$215K 1 6.27% Increased
1255
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$15.8M +$1.54M 4 6.76% Increased
1256
Calamos Wealth Management
Calamos Wealth Management
Illinois
$15.8M +$3.15M 5 4.67% Increased
1257
Reinhart Partners
Reinhart Partners
Wisconsin
$15.7M -$4.31M 5 1.18% Reduced
1258
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$15.7M +$17.3M 1 0.69% New
1259
Farmers Trust Company
Farmers Trust Company
Ohio
$15.7M +$2.97M 4 5.48% Increased
1260
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$15.7M -$12.1M 4 2.56% Reduced
1261
BBI
Baxter Bros Inc
Connecticut
$15.6M -$176K 3 7.07% Reduced
1262
Howe & Rusling
Howe & Rusling
New York
$15.6M +$3.18M 6 3.82% Increased
1263
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$15.5M -$3.03M 7 2.78% Reduced
1264
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$15.5M -$44.3K 3 3.39% Reduced
1265
AIC
Argus Investors Counsel
New York
$15.5M -$663K 3 6.36% Reduced
1266
BAS
Brown Advisory Securities
Maryland
$15.5M -$1.07M 5 6.1% Reduced
1267
KFS
KMS Financial Services
Washington
$15.4M -$510K 5 2.43% Reduced
1268
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$15.3M -$275K 4 3.33% Reduced
1269
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$15.2M -$14M 5 2.48% Reduced
1270
Perella Weinberg Partners Capital Management
Perella Weinberg Partners Capital Management
New York
$15.2M -$15M 2 2% Reduced
1271
SII Investments
SII Investments
Wisconsin
$15.2M +$474K 5 2.81% Increased
1272
CC
Cornerstone Capital
California
$15.1M -$33.2K 2 4.33% Reduced
1273
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$15.1M -$97.9K 4 2.9% Reduced
1274
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$15M +$3.03M 4 3.39% Increased
1275
CPM
Chesapeake Partners Management
Maryland
$14.9M -$20.2M 1 0.58% Reduced