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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
1401
LC
Lilley & Co
Michigan
$11.7M +$265K 4 5.23% Increased
1402
TCM
Tradition Capital Management
New Jersey
$11.7M +$138K 3 3.69% Increased
1403
ACM
Argyle Capital Management
Pennsylvania
$11.7M -$77.3K 3 5.47% Reduced
1404
LG
Laidlaw Group
New York
$11.7M -$218K 3 5.81% Reduced
1405
Quantbot Technologies
Quantbot Technologies
New York
$11.7M +$4.83M 6 1.84% Increased
1406
Sterne Agee Group
Sterne Agee Group
Alabama
$11.7M +$898K 4 1.95% Increased
1407
FIM
FourPoints Investment Managers
France
$11.6M -$264K 4 1.1% Reduced
1408
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$11.5M +$2.98M 3 3.07% Increased
1409
CIBC Bank USA
CIBC Bank USA
Illinois
$11.5M -$160K 5 2.17% Reduced
1410
DBG
De Burlo Group
Massachusetts
$11.5M -$11.2M 4 2.6% Reduced
1411
InterOcean Capital
InterOcean Capital
Illinois
$11.5M +$3.09M 4 3.48% Increased
1412
Hartline Investment Corp
Hartline Investment Corp
Illinois
$11.4M +$1.75M 4 4.1% Increased
1413
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$11.4M +$1.74M 3 2.32% Increased
1414
SNT
Security National Trust
West Virginia
$11.4M +$170K 6 4.45% Increased
1415
Blume Capital Management
Blume Capital Management
California
$11.4M -$123K 6 8.93% Reduced
1416
Natixis Investment Managers International
Natixis Investment Managers International
France
$11.4M -$2.64M 5 1.5% Reduced
1417
SIM
Sterling Investment Management
Arizona
$11.4M +$9.23K 3 7.99% Increased
1418
American Assets Investment Management
American Assets Investment Management
California
$11.3M +$1.1M 4 3.19% Increased
1419
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$11.3M +$920K 2 1.74% Increased
1420
VST
Van Strum & Towne
California
$11.3M -$327K 2 7.39% Reduced
1421
WDA
Wendell David Associates
New Hampshire
$11.3M -$837K 4 2.38% Reduced
1422
Cheviot Value Management
Cheviot Value Management
California
$11.2M -$149K 1 6.01% Reduced
1423
Narwhal Capital Management
Narwhal Capital Management
Georgia
$11.2M +$4.65M 3 4.3% Increased
1424
CIM
CIM Investment Management
Pennsylvania
$11.2M +$3.7M 6 5.64% Increased
1425
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$11.2M +$4.33M 5 4.1% Increased