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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
FDx Advisors
FDx Advisors
Illinois
$14.8M -$482K 8 1.47% Reduced
1277
Baxter Bros Inc
Baxter Bros Inc
Connecticut
$14.7M +$74.2K 3 6.9% Increased
1278
SC
Saiers Capital
New York
$14.7M -$24.3M 4 0.85% Reduced
1279
CWM
Concert Wealth Management
California
$14.7M -$216K 6 1.88% Reduced
1280
Bailard
Bailard
California
$14.7M -$1.73M 6 2.37% Reduced
1281
McDaniel Terry & Co
McDaniel Terry & Co
Texas
$14.7M +$1.52M 2 3.71% Increased
1282
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$14.6M -$8.01M 3 3.5% Reduced
1283
BC
Bruce & Co
Illinois
$14.6M +$722K 1 4.15% Increased
1284
Caxton Associates (New York)
Caxton Associates (New York)
New York
$14.6M +$13.3M 3 0.46% New
1285
ARMC
American Research & Management Company
Massachusetts
$14.5M -$7.81K 4 5.17% Reduced
1286
PDT Partners
PDT Partners
New York
$14.4M -$10.3M 2 1.74% Reduced
1287
SC
Saybrook Capital
North Carolina
$14.4M -$274K 2 9.09% Reduced
1288
Counsel Portfolio Services
Counsel Portfolio Services
Ontario, Canada
$14.4M -$385K 5 1.47% Reduced
1289
First Interstate Bank
First Interstate Bank
Montana
$14.3M -$1.86M 3 3.49% Reduced
1290
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$14.3M -$752K 3 3.09% Reduced
1291
Shelter Insurance Profit Sharing
Shelter Insurance Profit Sharing
Missouri
$14.2M $0 2 5.93% Maintained
1292
Maple Capital Management
Maple Capital Management
Vermont
$14.2M +$303K 3 5.65% Increased
1293
WDA
Wendell David Associates
New Hampshire
$14.2M -$2.92M 5 3.11% Reduced
1294
Alpha Cubed Investments
Alpha Cubed Investments
California
$14.1M +$13.3M 6 5.06% New
1295
Lapides Asset Management
Lapides Asset Management
Connecticut
$14.1M +$14.1M 1 1.93% New
1296
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$14.1M -$134K 3 5.43% Reduced
1297
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.1M -$1M 8 4.08% Reduced
1298
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$14.1M +$2.6M 4 2.66% Increased
1299
MA
Marshwinds Advisory
Georgia
$14.1M +$2.65M 4 7.44% Increased
1300
CAM
CG Asset Management
New York
$14M +$12.8M 4 6.42% New