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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
1426
WEC
Winslow Evans & Crocker
Massachusetts
$11.2M -$22.3K 9 3.69% Reduced
1427
CCM
Cobalt Capital Management
New Jersey
$11.2M +$10.6M 1 0.88% New
1428
Zevin Asset Management
Zevin Asset Management
Massachusetts
$11.2M -$9.6M 5 3.28% Reduced
1429
T
TOBAM
France
$11.1M +$6.5M 3 0.49% Increased
1430
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$11.1M +$125K 2 3.76% Increased
1431
Old Mutual Customised Solutions
Old Mutual Customised Solutions
South Africa
$11.1M -$876K 7 2.67% Reduced
1432
ANRIA
American National Registered Investment Advisor
Texas
$11.1M -$95.3K 5 5.23% Reduced
1433
BACM
Blue Arrow Capital Management
New York
$11M +$174K 1 1.47% Increased
1434
SM
Selkirk Management
New Jersey
$11M -$7.35K 2 7.35% Reduced
1435
AssetMark Inc
AssetMark Inc
California
$11M +$2.29M 4 0.23% Increased
1436
WA
Westport Advisers
Connecticut
$11M $0 1 1.05% Maintained
1437
LCM
Liberty Capital Management
Michigan
$10.9M -$299K 5 7.74% Reduced
1438
PSI
Pinnacle Summer Investments
Virginia
$10.9M +$463K 6 1.27% Increased
1439
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$10.9M +$977K 3 7.23% Increased
1440
Manchester Capital Management
Manchester Capital Management
Vermont
$10.9M +$3.47M 8 1.45% Increased
1441
Exchange Capital Management
Exchange Capital Management
Michigan
$10.9M +$1.74K 5 4.81% Increased
1442
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$10.9M +$2.34M 3 9.09% Increased
1443
FNT
First Nebraska Trust
Nebraska
$10.9M -$24.4K 3 3.14% Reduced
1444
Suncoast Equity Management
Suncoast Equity Management
Florida
$10.9M -$3.42M 2 10.56% Reduced
1445
CC
Courier Capital
New York
$10.9M +$189K 5 2.15% Increased
1446
Legacy Private Trust
Legacy Private Trust
Wisconsin
$10.8M +$2.37M 4 1.67% Increased
1447
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$10.8M -$3.63M 3 3.07% Reduced
1448
CAM
Chesapeake Asset Management
New York
$10.7M +$307K 4 6.67% Increased
1449
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$10.7M +$3.47M 5 2.3% Increased
1450
Connable Office Inc
Connable Office Inc
Michigan
$10.7M -$586K 3 2.76% Reduced