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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
1476
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$20.2M +$473K 13 2.57% Increased
1477
BBCM
Boardman Bay Capital Management
New York
$20.2M +$16.1M 5 17.06% Increased
1478
Palisade Capital Management
Palisade Capital Management
New Jersey
$20.1M +$1.15M 5 0.77% Increased
1479
Rand Wealth
Rand Wealth
Maryland
$20.1M +$207K 7 2.42% Increased
1480
BP
Bandera Partners
New York
$20.1M -$6.66M 2 19.27% Reduced
1481
Citizens Business Bank
Citizens Business Bank
California
$20M -$279K 8 3.35% Reduced
1482
MCM
McRae Capital Management
New Jersey
$20M +$127K 2 8.24% Increased
1483
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$20M +$22.3K 3 5.09% Increased
1484
Washington Trust Bank
Washington Trust Bank
Washington
$20M +$114K 9 4.31% Increased
1485
Rockland Trust
Rockland Trust
Massachusetts
$19.9M +$2.92M 4 3.15% Increased
1486
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$19.9M +$135K 6 6.72% Increased
1487
Shufro Rose & Co
Shufro Rose & Co
New York
$19.9M -$335K 5 2.15% Reduced
1488
BRA
Bender Robert & Associates
California
$19.9M -$291K 4 12.79% Reduced
1489
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$19.8M -$331K 6 0.28% Reduced
1490
Level Four Advisory Services
Level Four Advisory Services
Texas
$19.8M +$1.53M 7 2.02% Increased
1491
AIA
Affinity Investment Advisors
California
$19.7M +$54.4K 4 1.78% Increased
1492
CCM
Cohen Capital Management
California
$19.6M +$250K 6 4.96% Increased
1493
Edge Advisors
Edge Advisors
Georgia
$19.6M +$2.11M 12 2.4% Increased
1494
KAM
Kavi Asset Management
New York
$19.6M +$10.4M 2 13.62% Increased
1495
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$19.5M -$623K 4 6.63% Reduced
1496
SCI
S&CO Inc
Massachusetts
$19.5M -$231K 5 2.66% Reduced
1497
AAM
Augustine Asset Management
Florida
$19.5M -$838K 2 12.17% Reduced
1498
Gratus Capital
Gratus Capital
Georgia
$19.5M -$280K 4 2.81% Reduced
1499
FWC
First Washington Corp
Washington
$19.5M +$1.16M 5 10.7% Increased
1500
Roundview Capital
Roundview Capital
New Jersey
$19.4M +$3.11M 6 6.02% Increased