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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
MA
Marshwinds Advisory
Georgia
$14.9M -$14.4K 4 7.52% Reduced
1277
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M +$174K 8 4.35% Increased
1278
ARMC
American Research & Management Company
Massachusetts
$14.9M -$78K 5 5.29% Reduced
1279
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$14.8M +$6.02M 5 2.59% Increased
1280
MSI Financial Services
MSI Financial Services
Massachusetts
$14.8M +$2.17M 11 2.13% Increased
1281
Middleton & Co
Middleton & Co
Massachusetts
$14.8M -$265K 5 3.45% Reduced
1282
Addenda Capital
Addenda Capital
Quebec, Canada
$14.8M -$367K 3 1.33% Reduced
1283
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$14.7M +$10.2M 11 1.89% Increased
1284
MAI Capital Management
MAI Capital Management
Ohio
$14.7M -$12.6M 5 1.48% Reduced
1285
AIM
Arcadia Investment Management
Michigan
$14.7M -$6.29M 3 4.29% Reduced
1286
Chemical Bank
Chemical Bank
Michigan
$14.7M -$1.04M 4 2.64% Reduced
1287
Shufro Rose & Co
Shufro Rose & Co
New York
$14.6M +$35.2K 3 1.53% Increased
1288
Strategic Financial Services
Strategic Financial Services
New York
$14.6M +$517K 4 4.28% Increased
1289
CCA
Covey Capital Advisors
Georgia
$14.6M -$18.7M 0 – Closed
1290
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$14.5M -$919K 4 5.14% Reduced
1291
FBP
Flippin Bruce & Porter
Virginia
$14.5M -$34K 2 4.63% Reduced
1292
Advisors Capital Management
Advisors Capital Management
New Jersey
$14.5M +$1.56M 3 2.21% Increased
1293
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$14.5M -$85K 4 1.25% Reduced
1294
CAM
Columbia Asset Management
Michigan
$14.5M +$137K 5 6.29% Increased
1295
GLRA
Gerald L. Ray & Associates
Texas
$14.5M -$55.6K 5 2.62% Reduced
1296
TC
Taylor Cottrill
New Hampshire
$14.4M -$204K 3 7.46% Reduced
1297
Counsel Portfolio Services
Counsel Portfolio Services
Ontario, Canada
$14.3M -$231K 4 1.44% Reduced
1298
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$14.3M -$1.33M 3 4.23% Reduced
1299
GIPM
G2 Investment Partners Management
New York
$14.2M -$6.89M 1 5.28% Reduced
1300
Vestor Capital
Vestor Capital
Illinois
$14.2M -$131K 3 5.05% Reduced