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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
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$16.1M -$3.97K 5 3.12% Reduced
1427
FIM
Frontier Investment Management
Texas
$16.1M -$391K 5 2% Reduced
1428
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$16.1M -$338K 3 5.29% Reduced
1429
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$16M +$9.8M 10 0.11% Increased
1430
John G. Ullman & Associates
John G. Ullman & Associates
New York
$16M -$554K 4 3.29% Reduced
1431
WAM
Winslow Asset Management
Ohio
$16M -$492K 3 3.58% Reduced
1432
TCA
Taconic Capital Advisors
New York
$16M +$9.37M 1 1.2% Increased
1433
Global X Management Company
Global X Management Company
New York
$16M +$410K 12 0.81% Increased
1434
Caprock Group
Caprock Group
Idaho
$15.9M +$214K 7 3.89% Increased
1435
Beacon Financial Group
Beacon Financial Group
Texas
$15.9M +$890K 7 3.48% Increased
1436
EVM
Evelyn V. Moreno
$15.9M +$1.65M 4 6.05% Increased
1437
MIM
Montgomery Investment Management
Maryland
$15.9M -$324K 3 7.73% Reduced
1438
TCCM
Timber Creek Capital Management
Massachusetts
$15.9M -$487K 6 13.31% Reduced
1439
Foundry Partners
Foundry Partners
Minnesota
$15.9M -$529K 4 0.9% Reduced
1440
Crosslink Capital
Crosslink Capital
California
$15.8M -$5.48M 1 2.85% Reduced
1441
James Investment Research
James Investment Research
Ohio
$15.8M +$15.3M 4 0.4% Increased
1442
HBWM
Hollow Brook Wealth Management
New York
$15.8M -$2.41M 2 10.94% Reduced
1443
Shufro Rose & Co
Shufro Rose & Co
New York
$15.7M -$409K 3 1.74% Reduced
1444
Cowen Inc
Cowen Inc
New York
$15.7M -$3.47M 6 0.98% Reduced
1445
MCM
McRae Capital Management
New Jersey
$15.7M +$401K 2 7.27% Increased
1446
VST
Van Strum & Towne
California
$15.7M -$163K 3 10.44% Reduced
1447
BCM
Brown Capital Management
Maryland
$15.7M -$16.4M 5 0.25% Reduced
1448
Rand Wealth
Rand Wealth
Maryland
$15.6M +$775K 6 2.11% Increased
1449
MAM
Marketfield Asset Management
New York
$15.6M -$5.75M 1 0.68% Reduced
1450
GJCM
Grand Jean Capital Management
California
$15.6M -$7.3M 3 6.74% Reduced