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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
Griffin Asset Management
Griffin Asset Management
New York
$64M -$110K 10 8.18% Reduced
1402
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$63.8M -$981K 6 9.99% Reduced
1403
Simmons Bank
Simmons Bank
Arkansas
$63.8M -$2.73M 9 4.81% Reduced
1404
BTR Capital Management
BTR Capital Management
California
$63.7M +$322K 6 9.27% Increased
1405
AMG National Trust Bank
AMG National Trust Bank
Colorado
$63.7M -$3.71M 7 2.14% Reduced
1406
KPCB XV Associates
KPCB XV Associates
California
$63.6M -$69.9M 1 27.41% Reduced
1407
180 Wealth Advisors
180 Wealth Advisors
Washington
$63.5M +$5.1M 13 15.73% Increased
1408
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$63.4M -$14.4M 3 20.97% Reduced
1409
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$63.4M +$2.07M 7 12.36% Increased
1410
Bank of Hawaii
Bank of Hawaii
Hawaii
$63.4M -$2.5M 6 3.8% Reduced
1411
Strategic Global Advisors
Strategic Global Advisors
California
$63.2M +$3.31M 6 11.39% Increased
1412
Kovack Advisors
Kovack Advisors
Florida
$63.2M +$2.3M 13 8.21% Increased
1413
AMCA
Arthur M. Cohen & Associates
Illinois
$63.2M +$146K 5 14.58% Increased
1414
Paloma Partners
Paloma Partners
Connecticut
$63.1M -$5.28M 18 1.33% Reduced
1415
Silicon Valley Capital Partners
Silicon Valley Capital Partners
California
$63.1M +$3.96M 4 13.83% Increased
1416
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$63M -$4.25M 5 11.49% Reduced
1417
Portolan Capital Management
Portolan Capital Management
Massachusetts
$62.8M +$5.26M 4 4.93% Increased
1418
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$62.7M -$11.6M 1 5.74% Reduced
1419
Pennsylvania Capital Management
Pennsylvania Capital Management
Pennsylvania
$62.6M +$4.62M 6 36.76% Increased
1420
Veritas Investment Management (UK)
Veritas Investment Management (UK)
United Kingdom
$62.6M -$2.12M 4 11.67% Reduced
1421
Scholtz & Company
Scholtz & Company
Connecticut
$62.3M +$5.43M 5 23.66% Increased
1422
KCM
Kingdon Capital Management
New York
$62.1M +$19.8M 4 6.35% Increased
1423
FPCM
Financial Partners Capital Management
New York
$62.1M -$164K 6 12.57% Reduced
1424
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$62M -$1.16M 11 4.53% Reduced
1425
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$61.8M +$41.6M 2 6.94% Increased