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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
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$48.4M -$552K 6 3.51% Reduced
1427
Perigon Wealth Management
Perigon Wealth Management
California
$48.3M +$963K 11 7.66% Increased
1428
Jefferies Group
Jefferies Group
New York
$48.3M -$24M 9 0.57% Reduced
1429
WDA
Wendell David Associates
New Hampshire
$48.2M +$1.96M 6 6.98% Increased
1430
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$48.2M +$2.37M 20 4.02% Increased
1431
First Interstate Bank
First Interstate Bank
Montana
$48.2M +$1.55M 7 6.66% Increased
1432
Mid Atlantic Financial Management
Mid Atlantic Financial Management
Pennsylvania
$48.1M +$1.99M 9 4.63% Increased
1433
Kovack Advisors
Kovack Advisors
Florida
$48.1M -$863K 12 9.36% Reduced
1434
Steamboat Capital Partners
Steamboat Capital Partners
New York
$48.1M -$5.65M 3 8.95% Reduced
1435
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$48.1M +$867K 7 13.35% Increased
1436
CDAM (UK)
CDAM (UK)
United Kingdom
$48.1M -$35.1K 1 8.66% Reduced
1437
Huber Capital Management
Huber Capital Management
California
$47.9M -$13.8M 3 9.8% Reduced
1438
Westwind Capital
Westwind Capital
New Mexico
$47.6M +$443K 5 18.04% Increased
1439
German American Bancorp
German American Bancorp
Indiana
$47.6M +$354K 4 12.59% Increased
1440
Hilton Capital Management
Hilton Capital Management
New York
$47.5M -$199K 5 5.93% Reduced
1441
Scholtz & Company
Scholtz & Company
Connecticut
$47.4M +$1.03M 5 23.69% Increased
1442
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$47.4M -$306K 5 15.55% Reduced
1443
Spinnaker Trust
Spinnaker Trust
Maine
$47.3M +$970K 7 4.49% Increased
1444
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$47.2M -$5.62M 1 7.03% Reduced
1445
Soros Fund Management
Soros Fund Management
New York
$47M $0 2 1.05% Maintained
1446
TCIM
TOMS Capital Investment Management
New York
$47M -$17.7M 1 15.24% Reduced
1447
AL
Arnhold LLC
New York
$46.9M +$1.96M 7 7.46% Increased
1448
RIA
RPG Investment Advisory
California
$46.9M -$520K 7 12.4% Reduced
1449
Shikiar Asset Management
Shikiar Asset Management
New York
$46.9M +$7.97M 3 21.37% Increased
1450
Country Club Trust
Country Club Trust
Missouri
$46.9M -$1.65M 6 6.83% Reduced