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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
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.1M +$2.34M 5 0.9% Increased
1402
HCMT
Highland Capital Management (Texas)
Texas
$24.1M -$16.3M 4 1.03% Reduced
1403
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$24.1M -$9.9K 6 5.74% Reduced
1404
Vestor Capital
Vestor Capital
Illinois
$24.1M +$901K 5 5.85% Increased
1405
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$23.9M -$5.23K 7 4.33% Reduced
1406
Trust Asset Management
Trust Asset Management
Texas
$23.8M +$14K 3 8.7% Increased
1407
Greenleaf Trust
Greenleaf Trust
Michigan
$23.8M +$183K 7 0.54% Increased
1408
Mitchell Capital Management
Mitchell Capital Management
Kansas
$23.8M -$265K 2 9.1% Reduced
1409
SVA Wealth Management
SVA Wealth Management
Wisconsin
$23.8M +$340K 6 3.08% Increased
1410
RIM
Regent Investment Management
Kentucky
$23.8M +$6.73M 9 8.36% Increased
1411
NWAM LLC
NWAM LLC
Washington
$23.7M -$650K 7 4.13% Reduced
1412
Randolph Company
Randolph Company
Ohio
$23.7M +$231K 2 4.5% Increased
1413
BTC Capital Management
BTC Capital Management
Iowa
$23.7M +$194K 6 4.28% Increased
1414
ACM
Archon Capital Management
Washington
$23.6M +$14.1M 3 19.26% Increased
1415
RIM
Rampart Investment Management
Connecticut
$23.6M +$18.5M 11 8.49% Increased
1416
OCM
Oakwood Capital Management
California
$23.6M -$1.08M 3 5.82% Reduced
1417
GAM Systematic
GAM Systematic
United Kingdom
$23.6M +$5.86M 9 3.38% Increased
1418
Family Management
Family Management
New York
$23.5M -$3.6M 5 16.19% Reduced
1419
CANC
Culbertson A N & Co
Virginia
$23.5M -$338K 6 7.44% Reduced
1420
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$23.4M -$1.96M 2 2.7% Reduced
1421
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$23.3M -$449K 3 1.08% Reduced
1422
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$23.3M +$3.29M 16 2.76% Increased
1423
WEC
Winslow Evans & Crocker
Massachusetts
$23.3M +$4.45M 15 6.39% Increased
1424
JLB & Associates
JLB & Associates
Michigan
$23.3M +$22.2M 3 5.91% New
1425
VEPM
Vista Equity Partners Management
California
$23.3M +$5.88M 3 8.83% Increased