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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
1376
CAMI
Concord Asset Management (Illinois)
Illinois
$12.2M -$7.31M 2 4.5% Reduced
1377
Tompkins Financial
Tompkins Financial
New York
$12.2M -$140K 5 3.15% Reduced
1378
GSA Capital Partners
GSA Capital Partners
United Kingdom
$12.2M -$9.8M 8 0.96% Reduced
1379
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$12.1M +$718K 3 3.33% Increased
1380
CIBC Bank USA
CIBC Bank USA
Illinois
$12.1M -$50.7K 5 2.69% Reduced
1381
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$12.1M +$81.8K 3 3.19% Increased
1382
PTB
Pioneer Trust Bank
Oregon
$12.1M -$73.9K 4 8.55% Reduced
1383
EVM
Evelyn V. Moreno
$12.1M +$11.1M 3 4.97% New
1384
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$103K 4 1.43% Increased
1385
Bridges Investment Management
Bridges Investment Management
Nebraska
$12.1M +$151K 4 2.71% Increased
1386
Rail-Splitter Capital Management
Rail-Splitter Capital Management
Illinois
$12M +$1.93M 2 4.16% Increased
1387
Sculptor Capital
Sculptor Capital
New York
$12M -$41.2M 2 0.03% Reduced
1388
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$12M +$354K 3 4.68% Increased
1389
Farmers Trust Company
Farmers Trust Company
Ohio
$12M -$114K 3 4.23% Reduced
1390
Advisor Partners
Advisor Partners
California
$12M +$673K 5 6.9% Increased
1391
Cetera Advisors
Cetera Advisors
Colorado
$12M -$1.57M 5 1.77% Reduced
1392
Channing Capital Management
Channing Capital Management
Illinois
$11.9M -$1.17M 2 0.78% Reduced
1393
Winslow Asset Management
Winslow Asset Management
Ohio
$11.9M -$574K 2 2.13% Reduced
1394
Skylands Capital
Skylands Capital
Wisconsin
$11.9M +$3.92M 2 1.29% Increased
1395
Liberty Capital Management
Liberty Capital Management
Michigan
$11.9M -$205K 5 8.47% Reduced
1396
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$11.8M -$41.9K 5 0.8% Reduced
1397
Lourd Capital
Lourd Capital
California
$11.8M -$657K 4 1.3% Reduced
1398
Highmount Capital
Highmount Capital
New York
$11.7M +$693K 4 2.7% Increased
1399
ST
Semper Trust
Pennsylvania
$11.7M -$1.37M 5 4.81% Reduced
1400
James Investment Research
James Investment Research
Ohio
$11.7M -$7.48M 3 0.37% Reduced