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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
1276
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$12.8M +$7.86M 2 6.1% Increased
1277
MCM
McRae Capital Management
New Jersey
$12.8M +$265K 2 7.05% Increased
1278
Vestor Capital
Vestor Capital
Illinois
$12.7M +$370K 3 5.15% Increased
1279
Auxier Asset Management
Auxier Asset Management
Oregon
$12.7M +$2.69M 2 2.94% Increased
1280
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$12.6M +$1.07M 5 3.51% Increased
1281
FFIC
First Fiduciary Investment Counsel
Ohio
$12.6M +$281K 1 3.2% Increased
1282
Calamos Wealth Management
Calamos Wealth Management
Illinois
$12.6M +$829K 5 4.11% Increased
1283
ICRM
Insight Capital Research & Management
California
$12.5M +$259K 5 3.03% Increased
1284
First Horizon Advisors
First Horizon Advisors
Tennessee
$12.5M +$11.7M 9 2.01% Increased
1285
DG
Davidson & Garrard
Virginia
$12.5M +$15.3K 4 3.52% Increased
1286
Cheviot Value Management
Cheviot Value Management
California
$12.5M -$263K 1 6.89% Reduced
1287
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$12.5M +$5.6M 2 0.41% Increased
1288
FBP
Flippin Bruce & Porter
Virginia
$12.4M +$1.49M 2 4.28% Increased
1289
SC
Saybrook Capital
North Carolina
$12.4M +$44.4K 2 9.01% Increased
1290
OSNBOA
Old Second National Bank of Aurora
Illinois
$12.4M -$230K 6 5.62% Reduced
1291
GLAM
Gardner Lewis Asset Management
Pennsylvania
$12.4M -$1.21M 3 3.35% Reduced
1292
Strategic Financial Services
Strategic Financial Services
New York
$12.3M -$86.1K 4 4.16% Reduced
1293
KFS
Kurt F. Somerville
$12.3M -$326K 3 4.91% Reduced
1294
EIM
Emerson Investment Management
Massachusetts
$12.3M -$4.65K 4 2.76% Reduced
1295
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.3M +$483K 5 2.37% Increased
1296
PAM
Premier Asset Management
Illinois
$12.3M +$12.4M 2 3.54% New
1297
FIM
FourPoints Investment Managers
France
$12.2M -$2.12M 4 1.06% Reduced
1298
BTNA
Bremer Trust National Association
Minnesota
$12.2M -$964K 6 5.16% Reduced
1299
TCCM
Timber Creek Capital Management
Massachusetts
$12.1M +$795K 5 11.11% Increased
1300
DM
Delphi Management
Massachusetts
$12.1M -$2.08M 1 1.38% Reduced