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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
First Horizon Advisors
First Horizon Advisors
Tennessee
$16M +$334K 10 1.78% Increased
1452
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$16M -$234K 3 6.87% Reduced
1453
IMAS
ID Management A/S
Denmark
$16M +$228K 3 5.11% Increased
1454
BLAM
Bourne Lent Asset Management
New York
$15.9M -$103K 5 12.75% Reduced
1455
CCM
Cohen Capital Management
California
$15.9M $0 4 4.8% Maintained
1456
TCCM
Timber Creek Capital Management
Massachusetts
$15.9M +$195K 6 14.27% Increased
1457
SHG
Seven Harbour Global
New York
$15.9M -$3.18M 2 6.74% Reduced
1458
PAM
Premier Asset Management
Illinois
$15.9M -$592K 4 4.09% Reduced
1459
Virtu KCG Holdings
Virtu KCG Holdings
New York
$15.8M -$33.5M 16 0.45% Reduced
1460
WIS
Wright Investors Service
Connecticut
$15.8M +$3.16M 6 6.25% Increased
1461
DG
Davidson & Garrard
Virginia
$15.8M +$779K 7 4.04% Increased
1462
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$15.8M +$1.08M 8 8.09% Increased
1463
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$15.8M +$29.1K 4 5.12% Increased
1464
NWAM LLC
NWAM LLC
Washington
$15.8M -$11.5M 7 6.24% Reduced
1465
Auxier Asset Management
Auxier Asset Management
Oregon
$15.7M -$1.2M 3 3.73% Reduced
1466
Simmons Bank
Simmons Bank
Arkansas
$15.7M +$14.7M 9 1.75% New
1467
GI
Glovista Investments
New Jersey
$15.7M +$5.28M 4 2.61% Increased
1468
CHA
Cedar Hill Associates
Illinois
$15.7M +$276K 1 2.72% Increased
1469
CAM
Chesapeake Asset Management
New York
$15.6M +$3.46M 4 12.99% Increased
1470
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$15.6M +$2.17M 11 3.23% Increased
1471
RBF Capital
RBF Capital
California
$15.6M +$4.89M 5 2.98% Increased
1472
Weatherly Asset Management
Weatherly Asset Management
California
$15.5M +$813K 6 5.37% Increased
1473
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$15.5M +$370K 4 3.63% Increased
1474
BCA
Bernzott Capital Advisors
California
$15.4M -$744K 2 2.93% Reduced
1475
OWIM
Old West Investment Management
California
$15.4M +$3.99M 2 12.92% Increased