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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
Maple Capital Management
Maple Capital Management
Vermont
$18.3M -$460K 3 6.76% Reduced
1377
OCA
Otter Creek Advisors
Florida
$18.3M +$9.8M 2 3.34% Increased
1378
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$18.3M -$812K 7 4.25% Reduced
1379
SPM
Symmetry Peak Management
Pennsylvania
$18.2M +$10.1M 5 2.94% Increased
1380
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$18.2M -$30.6K 6 5.94% Reduced
1381
WEC
Winslow Evans & Crocker
Massachusetts
$18.2M +$919K 13 5.48% Increased
1382
GLAM
Gardner Lewis Asset Management
Pennsylvania
$18M -$2.51M 2 3.54% Reduced
1383
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$18M $0 3 12.68% Maintained
1384
AT
Acadia Trust
Maine
$17.9M -$319K 2 5.82% Reduced
1385
HT
HAP Trading
New York
$17.9M +$9.9M 3 1.31% Increased
1386
Hendershot Investments
Hendershot Investments
Virginia
$17.8M -$366K 4 8.99% Reduced
1387
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$17.8M -$58.4M 2 1.24% Reduced
1388
RNC Capital Management
RNC Capital Management
California
$17.8M +$595K 5 1.75% Increased
1389
FIM
Frontier Investment Management
Texas
$17.7M -$6.04M 4 2.36% Reduced
1390
PCMI
Princeton Capital Management Inc
New Jersey
$17.7M +$365K 5 12.31% Increased
1391
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.6M +$2.19M 9 0.34% Increased
1392
Chemical Bank
Chemical Bank
Michigan
$17.6M -$1.06M 7 2.47% Reduced
1393
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$17.6M +$4.26M 3 5.73% Increased
1394
KLC
Knowledge Leaders Capital
Colorado
$17.6M -$3.08M 2 4.8% Reduced
1395
LKIM
Lawson Kroeker Investment Management
Nebraska
$17.6M +$421K 5 6.04% Increased
1396
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$17.6M +$2.19M 6 4.27% Increased
1397
Washington Trust Bank
Washington Trust Bank
Washington
$17.5M -$164K 8 4.52% Reduced
1398
SA
Steadfast Advisors
New York
$17.5M -$4.82M 3 10.37% Reduced
1399
Professional Advisory Services
Professional Advisory Services
Florida
$17.4M +$132K 5 4.12% Increased
1400
Cetera Advisors
Cetera Advisors
Colorado
$17.4M -$2.6M 7 1.46% Reduced