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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
MRCM
M&R Capital Management
New Jersey
$27.7M +$452K 10 6.42% Increased
1477
Thames Capital Management
Thames Capital Management
New Jersey
$27.6M +$23.8M 3 11.6% Increased
1478
Bodenholm Capital
Bodenholm Capital
Sweden
$27.5M +$10.4M 1 16.74% Increased
1479
Sonora Investment Management
Sonora Investment Management
Arizona
$27.5M +$1.58M 10 4.37% Increased
1480
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$27.3M -$7.69M 2 2.11% Reduced
1481
Dundas Partners
Dundas Partners
United Kingdom
$27.3M +$29.4M 3 8.46% New
1482
MIM
Marco Investment Management
Georgia
$27.3M +$1.2M 8 4.24% Increased
1483
Rothschild Capital Partners
Rothschild Capital Partners
New York
$27.3M -$69.9K 3 10.72% Reduced
1484
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$27.3M -$485K 7 5.16% Reduced
1485
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$27.2M -$89.7K 15 2.77% Reduced
1486
BTC Capital Management
BTC Capital Management
Iowa
$27.1M -$1.76M 6 4.43% Reduced
1487
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$27.1M -$2.22M 6 4.24% Reduced
1488
FPCM
Financial Partners Capital Management
New York
$27M -$5.59M 4 8.15% Reduced
1489
L & S Advisors
L & S Advisors
California
$27M -$17.4M 8 5.15% Reduced
1490
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$27M +$1.91M 1 10.1% Increased
1491
Investidor Profissional Gestao de Recursos
Investidor Profissional Gestao de Recursos
Brazil
$27M +$4.3M 2 16.84% Increased
1492
Valicenti Advisory Services
Valicenti Advisory Services
New York
$27M +$3.17M 4 12.77% Increased
1493
FBP
Flippin Bruce & Porter
Virginia
$27M +$1.99M 2 5.81% Increased
1494
Vision Capital Management
Vision Capital Management
Oregon
$26.9M -$610K 3 7.95% Reduced
1495
SVA Wealth Management
SVA Wealth Management
Wisconsin
$26.9M +$53.3K 6 3.32% Increased
1496
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$26.8M +$645K 6 1.9% Increased
1497
Community Bank
Community Bank
New York
$26.7M -$1.26M 8 5% Reduced
1498
M
MOTCO
Texas
$26.7M -$106K 7 2.73% Reduced
1499
Osborn Williams & Donohoe
Osborn Williams & Donohoe
Ohio
$26.6M +$149K 7 4.59% Increased
1500
Oakview Capital Management
Oakview Capital Management
Texas
$26.5M +$1.79M 1 10.62% Increased