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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
PAM
Paradigm Asset Management
New York
$21.8M -$2.5M 5 3.79% Reduced
1252
CAM
Columbia Asset Management
Michigan
$21.7M +$865K 6 7.74% Increased
1253
Bristlecone Advisors
Bristlecone Advisors
Washington
$21.7M +$2.79M 5 8.01% Increased
1254
FPCM
Financial Partners Capital Management
New York
$21.6M -$5.92M 5 5.79% Reduced
1255
SCM
Stonebridge Capital Management
California
$21.6M -$892K 6 9.86% Reduced
1256
Foster & Motley
Foster & Motley
Ohio
$21.6M +$460K 3 4.27% Increased
1257
Advisor Partners
Advisor Partners
California
$21.6M +$304K 7 7.57% Increased
1258
MC
Mathes Company
New York
$21.6M -$388K 6 12.62% Reduced
1259
CF
CNA Financial
Illinois
$21.6M $0 4 5.37% Maintained
1260
CCMD
Cypress Capital Management (Delaware)
Delaware
$21.6M -$51.4K 2 7.25% Reduced
1261
JWBC
J.W. Burns & Co
New York
$21.5M +$623K 6 6.56% Increased
1262
Cetera Advisors
Cetera Advisors
Colorado
$21.5M +$4.42M 8 1.67% Increased
1263
Central Securities
Central Securities
New York
$21.5M +$5.2M 3 4.99% Increased
1264
CCM
Concourse Capital Management
Georgia
$21.4M -$1.38M 3 13.26% Reduced
1265
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$21.4M -$15.4M 3 1.84% Reduced
1266
AIA Group
AIA Group
Hong Kong
$21.3M +$9.5M 1 44.43% Increased
1267
CG
Clinton Group
New York
$21.3M +$1.73M 6 0.93% Increased
1268
Vestor Capital
Vestor Capital
Illinois
$21.3M +$3.04M 4 6.04% Increased
1269
Old Mutual Customised Solutions
Old Mutual Customised Solutions
South Africa
$21.2M +$3.27M 7 5.34% Increased
1270
BBI
Baxter Bros Inc
Connecticut
$21.2M +$21.5M 3 7.4% New
1271
FAB
First American Bank
Illinois
$21.1M -$5.16M 4 2.03% Reduced
1272
AFAM Capital
AFAM Capital
Texas
$21.1M -$294K 3 3.48% Reduced
1273
SII Investments
SII Investments
Wisconsin
$21.1M +$1.1M 7 1.72% Increased
1274
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$21M -$4.19M 6 3.31% Reduced
1275
TWI
Thomas White International
Illinois
$21M +$4.78M 5 3.13% Increased