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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
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$27M -$1.26M 5 8.04% Reduced
1452
Old Mission Capital
Old Mission Capital
Illinois
$27M +$18.3M 5 1.73% Increased
1453
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$27M +$6.89M 16 4.43% Increased
1454
BLAM
Bourne Lent Asset Management
New York
$26.9M +$271K 5 14.5% Increased
1455
FWC
First Washington Corp
Washington
$26.8M +$101K 6 12.62% Increased
1456
CIC
Chase Investment Counsel
Virginia
$26.8M +$2.09M 5 14.14% Increased
1457
OCM
Oakwood Capital Management
California
$26.8M -$1.01M 3 5.94% Reduced
1458
Caprock Group
Caprock Group
Idaho
$26.8M -$150K 10 5.21% Reduced
1459
GW & Wade
GW & Wade
Massachusetts
$26.8M +$103K 8 3.07% Increased
1460
BPM
Bowling Portfolio Management
Ohio
$26.7M -$3.66M 8 3.55% Reduced
1461
IberiaBank
IberiaBank
Louisiana
$26.7M +$1.74M 6 4.17% Increased
1462
Girard Partners
Girard Partners
Pennsylvania
$26.7M +$238K 6 5.11% Increased
1463
Luxor Capital Group
Luxor Capital Group
New York
$26.7M -$40.6M 1 0.75% Reduced
1464
Roundview Capital
Roundview Capital
New Jersey
$26.6M +$1.24M 6 6.88% Increased
1465
BTC Capital Management
BTC Capital Management
Iowa
$26.6M -$846K 6 4.58% Reduced
1466
M
MOTCO
Texas
$26.6M +$3.88M 8 2.68% Increased
1467
Citizens Business Bank
Citizens Business Bank
California
$26.6M -$475K 9 4.33% Reduced
1468
Cowen Inc
Cowen Inc
New York
$26.5M +$15.5M 5 0.05% Increased
1469
Rockland Trust
Rockland Trust
Massachusetts
$26.4M +$2.45M 5 3.4% Increased
1470
Caxton Associates (New York)
Caxton Associates (New York)
New York
$26.4M -$34.1M 7 1.3% Reduced
1471
MRCM
M&R Capital Management
New Jersey
$26.3M +$426 10 6.1% Increased
1472
PAM
Pagoda Asset Management
New York
$26.3M +$11.6M 2 8.77% Increased
1473
TC
Towle & Co
Colorado
$26.2M +$1.96M 1 2.59% Increased
1474
Boothbay Fund Management
Boothbay Fund Management
New York
$26.2M -$16.3M 8 3.83% Reduced
1475
WIA
Wealthstreet Investment Advisors
Texas
$26.2M +$25.3M 7 3.17% New