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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
1451
Zevin Asset Management
Zevin Asset Management
Massachusetts
$11.9M +$963K 5 3.28% Increased
1452
TCOTO
Trust Company of the Ozarks
Missouri
$11.9M +$2.81M 8 3.14% Increased
1453
CIM
CenturyLink Investment Management
Colorado
$11.9M -$550K 5 3.92% Reduced
1454
ZA
Zweig Advisers
Connecticut
$11.8M -$12.8M 1 1.7% Reduced
1455
MC
Muhlenkamp & Co
Pennsylvania
$11.8M -$2.9M 1 2.49% Reduced
1456
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$11.8M -$2.1M 9 9.13% Reduced
1457
DSI
Daiwa SB Investments
Japan
$11.7M -$9.6M 5 2.1% Reduced
1458
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$11.7M -$362K 3 2.92% Reduced
1459
AGM
Alpine Global Management
New York
$11.7M -$11.3M 6 3.78% Reduced
1460
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$11.6M +$1.59M 1 0.6% Increased
1461
Exchange Capital Management
Exchange Capital Management
Michigan
$11.5M +$76.8K 3 4.71% Increased
1462
BG
Bollard Group
Massachusetts
$11.5M -$7.14M 5 0.86% Reduced
1463
American National Bank & Trust
American National Bank & Trust
Texas
$11.5M -$2.33M 5 4.46% Reduced
1464
NWAM LLC
NWAM LLC
Washington
$11.5M +$705K 6 4.92% Increased
1465
American Assets Investment Management
American Assets Investment Management
California
$11.5M $0 4 3.67% Maintained
1466
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$11.5M +$951K 2 0.2% Increased
1467
Prelude Capital Management
Prelude Capital Management
New York
$11.5M +$4.71M 6 1.59% Increased
1468
Vestor Capital
Vestor Capital
Illinois
$11.4M -$291K 4 3.83% Reduced
1469
Maple Capital Management
Maple Capital Management
Vermont
$11.4M +$1.88M 3 3.96% Increased
1470
DR
Davis Rea
Ontario, Canada
$11.4M -$107K 3 7.39% Reduced
1471
Dock Street Asset Management
Dock Street Asset Management
Florida
$11.4M -$4.3M 3 6.46% Reduced
1472
HIM
Hutchens Investment Management
New Hampshire
$11.4M +$424K 5 10.46% Increased
1473
MFS
McNamara Financial Services
Massachusetts
$11.4M +$424K 5 10.46% Increased
1474
LG
Laidlaw Group
New York
$11.4M +$251 4 5.4% Increased
1475
TC
Taylor Cottrill
New Hampshire
$11.4M -$616K 3 5.39% Reduced