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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
Atika Capital Management
Atika Capital Management
New York
$49.7M +$16.8M 4 9.6% Increased
1277
Murphy Capital Management
Murphy Capital Management
New Jersey
$49.6M -$645K 6 7.05% Reduced
1278
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$49.5M -$8.31M 6 7.36% Reduced
1279
SM
Selkirk Management
New Jersey
$49.5M +$441K 3 24.79% Increased
1280
Ally Financial
Ally Financial
Michigan
$49.3M -$13.5M 5 8.11% Reduced
1281
GW & Wade
GW & Wade
Massachusetts
$49.3M +$297K 8 3.79% Increased
1282
MGM
Miura Global Management
New York
$49.3M -$23.5M 2 8.48% Reduced
1283
SeaCrest Wealth Management
SeaCrest Wealth Management
New York
$49.2M +$388K 8 8.25% Increased
1284
Fulton Bank
Fulton Bank
Pennsylvania
$49.2M +$1.79M 9 3.06% Increased
1285
Goelzer Investment Management
Goelzer Investment Management
Indiana
$49.2M -$921K 7 4.22% Reduced
1286
Dundas Partners
Dundas Partners
United Kingdom
$49.2M +$337K 3 11.13% Increased
1287
Griffin Asset Management
Griffin Asset Management
New York
$49.1M +$581K 9 6.89% Increased
1288
Arrow Financial
Arrow Financial
New York
$49.1M -$2.12M 6 9.57% Reduced
1289
KCP
KDI Capital Partners
North Carolina
$49.1M -$4.19M 4 17.87% Reduced
1290
Edge Wealth Management
Edge Wealth Management
New York
$49M +$7.12M 9 9.8% Increased
1291
CAM
Columbia Asset Management
Michigan
$49M +$95.8K 8 11.81% Increased
1292
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$49M +$3.29M 19 3.45% Increased
1293
Vestor Capital
Vestor Capital
Illinois
$49M +$979K 6 7.42% Increased
1294
Pitcairn
Pitcairn
Pennsylvania
$48.9M -$701K 11 4.52% Reduced
1295
Overbrook Management Corp
Overbrook Management Corp
New York
$48.8M -$4.1M 5 14.54% Reduced
1296
MS
Mizuho Securities
Japan
$48.8M +$5.28M 8 25.89% Increased
1297
RNC Capital Management
RNC Capital Management
California
$48.6M -$22.1M 7 3.07% Reduced
1298
IRF
IBM Retirement Fund
New York
$48.6M -$1.89M 9 8.68% Reduced
1299
Fiduciary Group
Fiduciary Group
Georgia
$48.6M +$312K 7 7.75% Increased
1300
First American Trust
First American Trust
California
$48.5M +$257K 4 9.29% Increased