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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
BBI
Baxter Bros Inc
Connecticut
$29.3M -$240K 5 8.82% Reduced
1277
Oribel Capital Management
Oribel Capital Management
New York
$29.3M +$27.2M 4 7.65% Increased
1278
GIM
Greylin Investment Management
Virginia
$29.2M +$407K 1 6.73% Increased
1279
Ally Financial
Ally Financial
Michigan
$29.1M -$20.1M 5 5.77% Reduced
1280
CW
Cobiz Wealth
Colorado
$29.1M +$1.29M 6 6.49% Increased
1281
TC
Towle & Co
Colorado
$29.1M +$853K 1 3.65% Increased
1282
MTC
McDaniel Terry & Co
Texas
$29M -$145K 4 5.63% Reduced
1283
KLCM Advisors
KLCM Advisors
Wisconsin
$28.9M +$1.53M 6 7.9% Increased
1284
Royce & Associates
Royce & Associates
New York
$28.9M -$12M 2 0.19% Reduced
1285
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$28.9M -$226K 5 7.35% Reduced
1286
Perigon Wealth Management
Perigon Wealth Management
California
$28.9M -$3.34M 9 6.28% Reduced
1287
ARMC
American Research & Management Company
Massachusetts
$28.8M -$750K 6 9.47% Reduced
1288
Sabal Trust
Sabal Trust
Florida
$28.8M +$154K 3 3.03% Increased
1289
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$28.8M -$2.91M 6 5.44% Reduced
1290
Central Securities
Central Securities
New York
$28.8M +$678K 3 5.14% Increased
1291
SFG
Sather Financial Group
Texas
$28.8M +$1.2M 4 8.3% Increased
1292
BIC
Bridges Investment Counsel
Nebraska
$28.8M +$16M 6 6.53% Increased
1293
Atwood & Palmer
Atwood & Palmer
Missouri
$28.7M +$495K 6 4.51% Increased
1294
PC
PM Capital
Australia
$28.7M -$9.04M 1 5.9% Reduced
1295
CCM
Catawba Capital Management
Virginia
$28.7M -$215K 5 6.54% Reduced
1296
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$28.6M +$403K 2 7.65% Increased
1297
EP Wealth Advisors
EP Wealth Advisors
California
$28.6M +$1.75M 4 3.51% Increased
1298
PRCM
Pine River Capital Management
Minnesota
$28.5M -$20.9M 3 0.73% Reduced
1299
Bank of the West
Bank of the West
California
$28.5M +$826K 7 3.67% Increased
1300
Narwhal Capital Management
Narwhal Capital Management
Georgia
$28.5M +$1.02M 7 7.39% Increased