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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
KLCM Advisors
KLCM Advisors
Wisconsin
$37.2M -$2.11K 5 9.14% Reduced
1377
IVMX
Institutional Venture Management XV
California
$37.1M $0 1 49.96% Maintained
1378
Essex Financial Services
Essex Financial Services
Connecticut
$37.1M +$493K 7 8.17% Increased
1379
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$37.1M -$4.87M 5 0.31% Reduced
1380
MIM
Manitou Investment Management
Ontario, Canada
$37M +$714K 3 9.3% Increased
1381
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$36.9M -$10.1M 6 4.36% Reduced
1382
Goelzer Investment Management
Goelzer Investment Management
Indiana
$36.9M +$576K 7 4.11% Increased
1383
BRA
Bender Robert & Associates
California
$36.8M -$66.6K 5 16.76% Reduced
1384
CF
CNA Financial
Illinois
$36.8M $0 5 7.61% Maintained
1385
Kora Management
Kora Management
New York
$36.6M $0 1 18.69% Maintained
1386
SCI
S&CO Inc
Massachusetts
$36.5M +$103K 7 4.08% Increased
1387
Group One Trading
Group One Trading
Illinois
$36.4M +$1.63M 9 0.29% Increased
1388
CPIM
Columbia Partners Investment Management
Virginia
$36.3M +$2.34M 5 9.28% Increased
1389
Karpus Investment Management
Karpus Investment Management
New York
$36.3M -$888K 3 1.46% Reduced
1390
Professional Advisory Services
Professional Advisory Services
Florida
$36.2M -$1.09M 5 7.14% Reduced
1391
Anchor Investment Management
Anchor Investment Management
South Carolina
$36.2M +$3.12M 11 8.28% Increased
1392
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$36.1M -$1M 5 3.44% Reduced
1393
Governors Lane
Governors Lane
New York
$36M -$11.4M 1 2.02% Reduced
1394
FAIM
Financial Advocates Investment Management
Washington
$36M +$1.43M 9 4.02% Increased
1395
Checchi Capital Advisers
Checchi Capital Advisers
California
$36M +$1.52M 11 4.15% Increased
1396
NBT Bank
NBT Bank
New York
$36M -$2.15M 6 5.82% Reduced
1397
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$35.9M -$330K 5 8.01% Reduced
1398
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$35.6M -$1.21M 2 2.29% Reduced
1399
Wallington Asset Management
Wallington Asset Management
Indiana
$35.6M +$469K 3 8.51% Increased
1400
IAM
Impala Asset Management
Florida
$35.6M -$27.8M 2 1.18% Reduced