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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
Strategy Asset Managers
Strategy Asset Managers
California
$26.2M -$2.88M 3 5.36% Reduced
1377
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$26.1M -$158K 5 8.29% Reduced
1378
IP
Intellectus Partners
California
$26M +$2.05M 12 10.78% Increased
1379
TCSAM
Tyrus Capital S.A.M.
Monaco
$26M +$26.6M 2 2.03% New
1380
MIM
Marco Investment Management
Georgia
$26M +$24.5K 9 4.06% Increased
1381
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$26M -$1.44M 5 7.96% Reduced
1382
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$25.9M +$280K 5 4.1% Increased
1383
Cortina Asset Management
Cortina Asset Management
Wisconsin
$25.9M +$3.26M 3 1.06% Increased
1384
Palisade Capital Management
Palisade Capital Management
New Jersey
$25.9M +$1.34M 7 0.92% Increased
1385
JAM
JW Asset Management
Florida
$25.8M -$12.5M 3 18.93% Reduced
1386
KLWA
Kelly Lawrence W & Associates
California
$25.8M -$9.9M 6 4.92% Reduced
1387
Novare Capital Management
Novare Capital Management
North Carolina
$25.8M +$9.21M 4 4.54% Increased
1388
Advisory Services Network
Advisory Services Network
Georgia
$25.8M -$197K 16 2.95% Reduced
1389
Essex Financial Services
Essex Financial Services
Connecticut
$25.7M +$1.56M 7 6.32% Increased
1390
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$25.7M +$24.7M 4 6.07% New
1391
First Interstate Bank
First Interstate Bank
Montana
$25.7M +$2.43M 9 5.52% Increased
1392
Randolph Company
Randolph Company
Ohio
$25.6M $0 2 4.74% Maintained
1393
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$25.6M -$62.4K 5 4.65% Reduced
1394
Bridgewater Associates
Bridgewater Associates
Connecticut
$25.5M -$428K 2 0.17% Reduced
1395
GA
Glenhill Advisors
New York
$25.3M -$26.4M 1 2.05% Reduced
1396
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$25.3M -$233M 8 0.65% Reduced
1397
TC
Towle & Co
Colorado
$25.3M +$6.82M 1 2.69% Increased
1398
Moors & Cabot
Moors & Cabot
Massachusetts
$25.3M +$5.21M 9 3.66% Increased
1399
CA
Claar Advisors
New York
$25.3M +$20.4M 3 6.6% Increased
1400
Sigma Planning Corp
Sigma Planning Corp
Michigan
$25.2M +$1.58M 8 2.08% Increased