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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
SCM
Stonebridge Capital Management
California
$23M -$198K 6 9.68% Reduced
1327
Chemical Bank
Chemical Bank
Michigan
$23M +$3.06M 7 2.63% Increased
1328
SMI
Shelter Mutual Insurance
Missouri
$23M $0 2 7.07% Maintained
1329
HHMI
Howard Hughes Medical Institute
Maryland
$23M -$6.42M 6 5.24% Reduced
1330
Quantbot Technologies
Quantbot Technologies
New York
$22.9M -$1.51M 10 2.54% Reduced
1331
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$22.9M -$68.1K 3 4.53% Reduced
1332
Ashmore Group
Ashmore Group
United Kingdom
$22.8M +$5.37M 1 17% Increased
1333
SII Investments
SII Investments
Wisconsin
$22.8M +$583K 7 1.71% Increased
1334
AFAM Capital
AFAM Capital
Texas
$22.7M -$144K 3 3.43% Reduced
1335
Overbrook Management Corp
Overbrook Management Corp
New York
$22.7M +$292K 3 4.93% Increased
1336
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$22.6M -$790K 6 1.44% Reduced
1337
Atria Investments
Atria Investments
North Carolina
$22.5M +$2.07M 8 1.72% Increased
1338
PCMI
Princeton Capital Management Inc
New Jersey
$22.5M -$268K 5 14.99% Reduced
1339
Cetera Advisors
Cetera Advisors
Colorado
$22.5M -$815K 9 1.69% Reduced
1340
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$22.5M +$179K 6 3.24% Increased
1341
NIT
NumerixS Investment Technologies
British Columbia, Canada
$22.5M -$2.68M 12 2.84% Reduced
1342
Alpha Cubed Investments
Alpha Cubed Investments
California
$22.4M +$3.21M 8 5.38% Increased
1343
RCIM
Russell Clark Investment Management
United Kingdom
$22.4M +$3.25M 2 7.07% Increased
1344
Fulton Bank
Fulton Bank
Pennsylvania
$22.4M -$647K 7 1.98% Reduced
1345
CI
Cooper Investors
Australia
$22.3M -$3.86M 1 3.98% Reduced
1346
CW
Cobiz Wealth
Colorado
$22.3M +$2.29M 6 5.25% Increased
1347
ACC
Accident Compensation Corp
New Zealand
$22.2M +$238K 7 5.83% Increased
1348
AW
ACG Wealth
Georgia
$22.2M -$1.67M 6 4.69% Reduced
1349
WA
Wintergreen Advisers
New Jersey
$22.2M -$2.38M 2 8.25% Reduced
1350
Appleton Partners
Appleton Partners
Massachusetts
$22.2M +$952K 7 4.48% Increased