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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
Growth Interface Management
Growth Interface Management
Florida
$34.4M -$2.51M 2 28.2% Reduced
1427
AL
Arnhold LLC
New York
$34.3M -$6.07M 5 6.17% Reduced
1428
Advisornet Financial
Advisornet Financial
Minnesota
$34.2M +$2.27M 13 4.17% Increased
1429
CWA Asset Management Group
CWA Asset Management Group
Florida
$34.1M +$1.22M 7 6.57% Increased
1430
Bourne Lent Asset Management
Bourne Lent Asset Management
New York
$34M -$543K 5 16.83% Reduced
1431
First Interstate Bank
First Interstate Bank
Montana
$33.9M +$2.79M 11 7.57% Increased
1432
Focus Financial Network
Focus Financial Network
Minnesota
$33.9M +$31.7M 8 5.43% New
1433
Fulcrum Capital
Fulcrum Capital
Washington
$33.9M +$2.55M 6 12.79% Increased
1434
Foster & Motley
Foster & Motley
Ohio
$33.7M +$280K 4 4.86% Increased
1435
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$33.7M +$1.2M 7 2.64% Increased
1436
NBT Bank
NBT Bank
New York
$33.6M -$1M 6 6.11% Reduced
1437
TEC
Tiger Eye Capital
Tennessee
$33.5M +$8.59M 3 8.15% Increased
1438
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$33.5M -$695K 6 6.62% Reduced
1439
Sonora Investment Management
Sonora Investment Management
Arizona
$33.5M +$375K 12 4.11% Increased
1440
DDD Partners
DDD Partners
Washington
$33.5M -$770K 4 11.53% Reduced
1441
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$33.5M +$976K 6 5.02% Increased
1442
Convergence Investment Partners
Convergence Investment Partners
Florida
$33.4M -$1.98M 10 7.3% Reduced
1443
Wallington Asset Management
Wallington Asset Management
Indiana
$33.4M +$2.33M 3 8.73% Increased
1444
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$33.3M -$12.3K 2 5.41% Reduced
1445
Clare Market Investments
Clare Market Investments
Texas
$33.3M +$2.77M 6 28.92% Increased
1446
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$33.2M -$951K 5 4.06% Reduced
1447
Gratus Capital
Gratus Capital
Georgia
$33.2M +$4.37M 5 5.56% Increased
1448
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$33.1M -$53.1K 5 15.26% Reduced
1449
Monetary Management Group
Monetary Management Group
Missouri
$33.1M +$83.9K 7 13.09% Increased
1450
MB Financial Bank - Trust Department
MB Financial Bank - Trust Department
Illinois
$33.1M -$4.15M 6 4.05% Reduced