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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
GCM
Grisanti Capital Management
New York
$13.7M -$78.3K 3 5.12% Reduced
1377
Verity & Verity
Verity & Verity
South Carolina
$13.7M +$140K 3 6.61% Increased
1378
MCM
McRae Capital Management
New Jersey
$13.7M +$382K 2 6.36% Increased
1379
Landscape Capital Management
Landscape Capital Management
New Jersey
$13.6M +$13.4M 3 2.32% Increased
1380
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$13.6M +$1.45M 2 0.23% Increased
1381
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$13.6M -$53.7K 5 6.19% Reduced
1382
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$13.6M -$4.17M 9 0.38% Reduced
1383
First Horizon Advisors
First Horizon Advisors
Tennessee
$13.6M +$28.3K 9 1.97% Increased
1384
ARS Investment Partners
ARS Investment Partners
New York
$13.5M -$73.1K 2 2.48% Reduced
1385
WealthTrust Fairport
WealthTrust Fairport
Ohio
$13.5M -$150K 4 1.87% Reduced
1386
AIIMS
Analyst IMS Investment Management Services
Israel
$13.5M -$1.5M 5 5.24% Reduced
1387
CCM
Cupps Capital Management
Illinois
$13.4M +$3.63M 3 1.29% Increased
1388
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$13.4M +$1.45K 3 4.13% Increased
1389
PP
Prospector Partners
Connecticut
$13.4M -$9.18M 1 1.58% Reduced
1390
TimesSquare Capital Management
TimesSquare Capital Management
New York
$13.3M -$2.82M 1 0.07% Reduced
1391
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$13.2M +$7.04M 9 2.96% Increased
1392
TCCM
Timber Creek Capital Management
Massachusetts
$13.2M -$2.32M 5 10.78% Reduced
1393
BHA
Beech Hill Advisors
New York
$13.2M -$318K 4 6.78% Reduced
1394
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$13.2M +$466K 2 6% Increased
1395
Citizens Business Bank
Citizens Business Bank
California
$13.1M +$37.9K 5 2.29% Increased
1396
WPIC
White Pine Investment Company
Michigan
$13.1M +$120K 3 7.64% Increased
1397
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$13.1M -$1.45M 6 6.5% Reduced
1398
Mitchell Capital Management
Mitchell Capital Management
Kansas
$13M +$131K 2 3.97% Increased
1399
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$13M +$12.5M 1 4.55% New
1400
GLRA
Gerald L. Ray & Associates
Texas
$13M -$44.2K 5 1.98% Reduced