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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
Howe & Rusling
Howe & Rusling
New York
$17.8M +$5.28M 7 4.14% Increased
1252
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$17.7M -$6.55M 4 0.8% Reduced
1253
Advisors Capital Management
Advisors Capital Management
New Jersey
$17.6M +$1.87M 4 2.26% Increased
1254
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$17.6M $0 1 7.92% Maintained
1255
VDBMI
Van Den Berg Management I
Texas
$17.6M +$455K 2 1.37% Increased
1256
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$17.6M -$5.14K 3 3.67% Reduced
1257
HC
HHG & Company
Connecticut
$17.6M +$19.5M 5 5.74% Increased
1258
CL
CIM LLC
New York
$17.5M +$290K 3 8.7% Increased
1259
CAMI
Concord Asset Management (Illinois)
Illinois
$17.5M +$8.04M 2 6.14% Increased
1260
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$17.5M -$179K 2 4.3% Reduced
1261
CANC
Culbertson A N & Co
Virginia
$17.5M +$259K 4 7.53% Increased
1262
SIM
Spark Investment Management
New York
$17.5M -$774K 6 2.63% Reduced
1263
DP
DSAM Partners
United Kingdom
$17.5M +$17.7M 1 5.24% New
1264
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$17.4M +$70.4K 3 5.34% Increased
1265
ATC
Argent Trust Company
Louisiana
$17.4M -$1.53M 4 6.8% Reduced
1266
Private Advisor Group
Private Advisor Group
New Jersey
$17.4M +$2.2M 7 1.2% Increased
1267
Leuthold Group
Leuthold Group
Minnesota
$17.4M -$1.15M 2 1.57% Reduced
1268
Farmers Trust Company
Farmers Trust Company
Ohio
$17.4M +$249K 4 5.9% Increased
1269
BACM
Blue Arrow Capital Management
New York
$17.4M +$6.27M 2 1.88% Increased
1270
BAS
Brown Advisory Securities
Maryland
$17.3M +$484K 6 6.39% Increased
1271
ACM
Argentus Capital Management
Texas
$17.3M +$10M 6 2.78% Increased
1272
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$17.3M +$263K 2 6% Increased
1273
IIM
Ipswich Investment Management
Massachusetts
$17.2M -$1.14M 6 7.31% Reduced
1274
New England Asset Management
New England Asset Management
Connecticut
$17.1M -$874K 1 0.41% Reduced
1275
EA
Evanston Advisors
Illinois
$17.1M +$5.99M 3 5.78% Increased