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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
1301
AP
Archon Partners
New Jersey
$12.3M +$11.8M 2 4.2% New
1302
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$12.3M +$12.1M 3 1.28% New
1303
WI
WHV Investments
California
$12.3M +$11.9M 5 0.13% New
1304
SFSIG
San Francisco Sentry Investment Group
California
$12.3M +$12.2M 8 4.42% New
1305
BC
Bruce & Co
Illinois
$12.2M +$11.7M 1 4.09% New
1306
HMS
Hanseatic Management Services
New Mexico
$12.2M +$11.6M 2 7.32% New
1307
SM
Scoggin Management
New York
$12.2M +$11.7M 1 1.41% New
1308
CW
Cobiz Wealth
Colorado
$12.1M +$12.9M 5 3.2% New
1309
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.1M +$12.2M 4 2.51% New
1310
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$12.1M +$11.8M 6 2.38% New
1311
Lourd Capital
Lourd Capital
California
$12M +$12.6M 4 1.43% New
1312
InterOcean Capital
InterOcean Capital
Illinois
$12M +$11.5M 3 6.72% New
1313
SCA
Signpost Capital Advisors
New York
$12M +$11.6M 1 5.29% New
1314
MA
Menlo Advisors
California
$12M +$11.5M 2 10.1% New
1315
FAM
Fortaleza Asset Management
Illinois
$11.9M +$11.6M 5 6.9% New
1316
IIM
Ivory Investment Management
New York
$11.9M +$11.4M 3 0.49% New
1317
MTC
McDaniel Terry & Co
Texas
$11.9M +$11.4M 2 3.53% New
1318
SAM
Serengeti Asset Management
New York
$11.9M +$11.8M 2 1.23% New
1319
Churchill Management
Churchill Management
California
$11.8M +$11.4M 3 0.55% New
1320
CC
Cornerstone Capital
California
$11.8M +$11.2M 1 3.87% New
1321
FBC
Fairfield, Bush & Co
Connecticut
$11.8M +$11.8M 5 6.03% New
1322
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$11.8M +$11.9M 5 0.92% New
1323
Cypress Capital Group
Cypress Capital Group
Florida
$11.8M +$12.3M 5 2.46% New
1324
Farmers Trust Company
Farmers Trust Company
Ohio
$11.8M +$11.8M 3 4.57% New
1325
Diversified Trust
Diversified Trust
Tennessee
$11.8M +$11.7M 5 1.4% New