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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
DSI
Daiwa SB Investments
Japan
$19.6M +$7.73M 6 4.58% Increased
1352
MHP
Manatuck Hill Partners
Connecticut
$19.6M +$10.2M 2 6.56% Increased
1353
CC
Cornerstone Capital
California
$19.6M -$368K 2 4.42% Reduced
1354
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$19.5M -$316K 5 5.97% Reduced
1355
SCM
Sandler Capital Management
New York
$19.5M +$18.5M 3 1.86% New
1356
Highland Private Wealth Management
Highland Private Wealth Management
Washington
$19.5M +$18.7M 2 13.93% New
1357
OCM
Olstein Capital Management
New York
$19.4M -$15.1M 2 2.51% Reduced
1358
GCM
Gabalex Capital Management
New York
$19.4M $0 1 7.47% Maintained
1359
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$19.3M -$893K 7 4.39% Reduced
1360
Family Management
Family Management
New York
$19.3M -$4.59M 5 9.97% Reduced
1361
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$19.2M +$8.04M 3 2.7% Increased
1362
Patten & Patten
Patten & Patten
Tennessee
$19.2M +$602K 6 2.65% Increased
1363
Fulton Bank
Fulton Bank
Pennsylvania
$19.1M -$583K 6 1.99% Reduced
1364
Essex Financial Services
Essex Financial Services
Connecticut
$19.1M +$593K 7 4.59% Increased
1365
ICP
IBIS Capital Partners
United Kingdom
$19.1M +$136K 1 7.02% Increased
1366
SIM
Summitview Investment Management
Cayman Islands
$19.1M +$18.4M 1 12.86% New
1367
Griffin Asset Management
Griffin Asset Management
New York
$19.1M -$2.65M 5 8.02% Reduced
1368
Maple Capital Management
Maple Capital Management
Vermont
$19M +$218K 4 6.73% Increased
1369
SFM
Systematic Financial Management
New Jersey
$19M +$15.9M 3 0.21% Increased
1370
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$18.9M +$1.12M 6 3.16% Increased
1371
Bank of the West
Bank of the West
California
$18.9M -$1.65M 6 2.63% Reduced
1372
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$18.8M +$3.09M 6 3.91% Increased
1373
Bristlecone Advisors
Bristlecone Advisors
Washington
$18.8M +$18M 6 7.95% New
1374
FNB
First Niagara Bank
New York
$18.7M -$365K 7 5.21% Reduced
1375
Vestor Capital
Vestor Capital
Illinois
$18.7M -$562K 5 5.52% Reduced