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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
1351
PGIM
Pacific Global Investment Management
California
$14.7M -$524K 4 2.41% Reduced
1352
HS
HighVista Strategies
Massachusetts
$14.7M +$3.65M 3 1.98% Increased
1353
ARMC
American Research & Management Company
Massachusetts
$14.7M -$89.8K 6 5.29% Reduced
1354
Moors & Cabot
Moors & Cabot
Massachusetts
$14.6M -$355K 6 2.49% Reduced
1355
Hendershot Investments
Hendershot Investments
Virginia
$14.6M -$3.87M 4 8.24% Reduced
1356
TC
TradeLink Capital
Illinois
$14.6M +$12.3M 2 23.5% Increased
1357
GLRA
Gerald L. Ray & Associates
Texas
$14.6M -$204K 5 2.38% Reduced
1358
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$14.5M -$828K 6 7.16% Reduced
1359
Citizens Business Bank
Citizens Business Bank
California
$14.5M -$673K 5 2.79% Reduced
1360
MCM
McRae Capital Management
New Jersey
$14.5M -$223K 2 7.03% Reduced
1361
Chemical Bank
Chemical Bank
Michigan
$14.5M -$102K 4 2.51% Reduced
1362
CIM
CenturyLink Investment Management
Colorado
$14.4M -$2.16M 6 4.87% Reduced
1363
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$14.4M -$278K 3 0.43% Reduced
1364
NWAM LLC
NWAM LLC
Washington
$14.3M -$4.85M 6 5.11% Reduced
1365
Cowen Inc
Cowen Inc
New York
$14.3M +$1.59M 5 1.48% Increased
1366
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$14.3M -$68.3K 3 3.47% Reduced
1367
VOAM
Vertex One Asset Management
British Columbia, Canada
$14.3M +$1.14M 1 1.45% Increased
1368
CWM
Concert Wealth Management
California
$14.2M -$843K 6 1.91% Reduced
1369
PBT
Pictet Bank & Trust
Bahamas
$14.2M -$9.25K 4 5.59% Reduced
1370
MMG
Monetary Management Group
Missouri
$14.2M +$931K 7 6.57% Increased
1371
SC
Saybrook Capital
North Carolina
$14.2M -$185K 2 8.58% Reduced
1372
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$14.2M -$379K 4 4.38% Reduced
1373
JGC
J. Goldman & Co
New York
$14.1M +$14M 2 0.85% New
1374
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$14M +$1.39M 1 2.08% Increased
1375
First Horizon Advisors
First Horizon Advisors
Tennessee
$14M -$1.64M 10 2.19% Reduced