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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
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$24M +$5.25M 7 2.64% Increased
1277
ETrade Capital Management
ETrade Capital Management
Virginia
$24M +$3.59M 6 1.16% Increased
1278
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$23.9M +$540K 10 4.29% Increased
1279
GW&K Investment Management
GW&K Investment Management
Massachusetts
$23.9M +$2.31M 3 0.45% Increased
1280
JWBC
J.W. Burns & Co
New York
$23.9M +$91.3K 6 7.35% Increased
1281
MIM
Marco Investment Management
Georgia
$23.9M -$2.49M 9 4.28% Reduced
1282
PAM
PineView Asset Management
Connecticut
$23.8M +$1.45M 1 6.87% Increased
1283
Foster & Motley
Foster & Motley
Ohio
$23.8M +$959K 3 4.59% Increased
1284
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$23.7M -$289K 6 3.61% Reduced
1285
Luxor Capital Group
Luxor Capital Group
New York
$23.6M +$21.6M 1 0.66% New
1286
Cetera Advisors
Cetera Advisors
Colorado
$23.6M -$479K 9 1.81% Reduced
1287
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.5M +$281K 2 3.05% Increased
1288
BBI
Baxter Bros Inc
Connecticut
$23.5M -$302K 3 7.94% Reduced
1289
CBCM
Cook & Bynum Capital Management
Alabama
$23.5M $0 1 17.86% Maintained
1290
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$23.4M +$888K 2 2.17% Increased
1291
Vestor Capital
Vestor Capital
Illinois
$23.4M +$384K 5 6.39% Increased
1292
Beacon Trust
Beacon Trust
New Jersey
$23.3M -$731K 4 3.91% Reduced
1293
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$23.1M +$3.78M 4 5.71% Increased
1294
CF
CNA Financial
Illinois
$23M $0 4 5.32% Maintained
1295
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23M -$44.5K 3 2.6% Reduced
1296
PGIM
Pacific Global Investment Management
California
$22.9M +$540K 6 5.07% Increased
1297
SCM
Stonebridge Capital Management
California
$22.8M +$16K 6 9.79% Increased
1298
SMI
Shelter Mutual Insurance
Missouri
$22.7M $0 2 7.03% Maintained
1299
First Interstate Bank
First Interstate Bank
Montana
$22.7M +$135K 9 4.65% Increased
1300
Overbrook Management Corp
Overbrook Management Corp
New York
$22.5M -$9.25M 3 5.19% Reduced