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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
Maple Capital Management
Maple Capital Management
Vermont
$14.2M +$2.38M 3 4.85% Increased
1352
MA
Marshwinds Advisory
Georgia
$14.2M -$659K 5 7.14% Reduced
1353
BCA
Bernzott Capital Advisors
California
$14.2M +$6.48M 2 3.04% Increased
1354
Appleton Partners
Appleton Partners
Massachusetts
$14.2M -$862K 6 3.17% Reduced
1355
Strategic Financial Services
Strategic Financial Services
New York
$14.1M -$294K 4 3.96% Reduced
1356
Global X Management Company
Global X Management Company
New York
$14.1M -$2.24M 9 0.78% Reduced
1357
Narwhal Capital Management
Narwhal Capital Management
Georgia
$14.1M +$1.25M 5 5.14% Increased
1358
CIM
CenturyLink Investment Management
Colorado
$14.1M +$1.87M 5 4.71% Increased
1359
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$14M -$486K 2 4.24% Reduced
1360
MIM
Montgomery Investment Management
Maryland
$14M +$201K 2 7.16% Increased
1361
Smith Group Asset Management
Smith Group Asset Management
Texas
$14M -$8.17M 3 0.47% Reduced
1362
Shufro Rose & Co
Shufro Rose & Co
New York
$14M -$98.9K 2 1.49% Reduced
1363
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$14M +$350K 6 1.8% Increased
1364
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$14M -$3.04M 6 2.24% Reduced
1365
HMI Capital Management
HMI Capital Management
California
$14M -$10.5M 1 5.35% Reduced
1366
WRM
Westport Resources Management
Connecticut
$13.9M +$219K 6 3.87% Increased
1367
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
$13.9M +$184K 1 10.11% Increased
1368
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$13.9M +$36.5K 3 4.49% Increased
1369
Vestor Capital
Vestor Capital
Illinois
$13.9M +$2.66M 4 4.17% Increased
1370
RI
Redwood Investments
Massachusetts
$13.9M +$5.1M 3 1.72% Increased
1371
HC
Highmount Capital
New York
$13.9M +$610K 5 3.55% Increased
1372
BBCM
Boardman Bay Capital Management
New York
$13.9M +$6.12M 4 10.53% Increased
1373
FWCM
First Western Capital Management
California
$13.8M -$1.75M 5 4.42% Reduced
1374
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.7M -$99.2K 5 2.53% Reduced
1375
MIC
MU Investments Company
Japan
$13.7M -$706K 5 6.53% Reduced