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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
1326
PointState Capital
PointState Capital
New York
$11.7M +$11.3M 3 0.2% New
1327
Citizens Business Bank
Citizens Business Bank
California
$11.7M +$11.8M 4 2.61% New
1328
Washington Trust Bank
Washington Trust Bank
Washington
$11.7M +$11.9M 4 3.38% New
1329
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$11.7M +$11.7M 6 6.59% New
1330
First Horizon Corporation
First Horizon Corporation
Tennessee
$11.6M +$11.9M 4 3.18% New
1331
Middleton & Co
Middleton & Co
Massachusetts
$11.6M +$11.4M 4 3.42% New
1332
Penn Capital Management
Penn Capital Management
Pennsylvania
$11.6M +$11.4M 1 0.48% New
1333
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$11.6M +$11.1M 2 2.09% New
1334
SCM
Siphron Capital Management
California
$11.6M +$11.4M 6 11.15% New
1335
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$11.6M +$11.2M 4 7.03% New
1336
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$11.6M +$11.5M 3 4.97% New
1337
PC
Permit Capital
Pennsylvania
$11.6M +$11.4M 3 8.72% New
1338
Addenda Capital
Addenda Capital
Quebec, Canada
$11.6M +$11.7M 3 1.13% New
1339
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.5M +$11.6M 3 6.84% New
1340
WCM
Wisconsin Capital Management
Wisconsin
$11.5M +$11.2M 3 4.89% New
1341
VST
Van Strum & Towne
California
$11.5M +$11.6M 2 8.87% New
1342
CC
Chanos & Company
New York
$11.5M +$10.9M 1 3.62% New
1343
CIM
CIM Investment Management
Pennsylvania
$11.5M +$11.5M 6 6.83% New
1344
TAS
TIFF Advisory Services
Pennsylvania
$11.5M +$11M 4 5.31% New
1345
AAM
AR Asset Management
California
$11.5M +$12.2M 2 5.13% New
1346
Tompkins Financial
Tompkins Financial
New York
$11.4M +$11.7M 5 3.45% New
1347
WFI
West Family Investments
California
$11.4M +$10.8M 1 3.02% New
1348
FBP
Flippin Bruce & Porter
Virginia
$11.4M +$11.1M 2 4.06% New
1349
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$11.3M +$10.9M 3 4.56% New
1350
AAA
Adams Asset Advisors
Texas
$11.3M +$10.7M 1 1.76% New