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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
1501
Connable Office Inc
Connable Office Inc
Michigan
$11.1M +$812K 3 2.99% Increased
1502
SCM
Sterneck Capital Management
Missouri
$11.1M +$1.35M 3 6.57% Increased
1503
KCP
KDI Capital Partners
North Carolina
$11.1M +$4.22M 2 2.72% Increased
1504
MLIM
Mountain Lake Investment Management
Florida
$11.1M -$523K 1 10.06% Reduced
1505
MAM
Mizuho Asset Management
Japan
$11.1M -$16.2M 10 3.37% Reduced
1506
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$11.1M +$11.7M 1 0.52% New
1507
CC
Courier Capital
New York
$11M +$394K 6 2.22% Increased
1508
NCM
Neumann Capital Management
California
$11M +$10.5M 4 7.17% New
1509
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$11M -$76.8K 2 3.61% Reduced
1510
CCT
Capital City Trust
Florida
$11M -$21.7K 3 4.47% Reduced
1511
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$11M -$3.11M 4 4.24% Reduced
1512
CL
Croft-Leominster
Maryland
$11M +$2.02M 4 1.92% Increased
1513
WKWM
Walter & Keenan Wealth Management
Indiana
$10.9M -$666K 3 6.22% Reduced
1514
HC
Hillman Company
Pennsylvania
$10.9M +$11.1M 1 6.82% New
1515
AP
Alydar Partners
Massachusetts
$10.9M +$4.83M 1 1.72% Increased
1516
AIA
AIMZ Investment Advisors
California
$10.9M +$11M 4 9.71% New
1517
TH
Timber Hill
Connecticut
$10.9M -$26.6M 2 0.04% Reduced
1518
CIM
CIM Investment Management
Pennsylvania
$10.9M +$248K 7 4.98% Increased
1519
NTV Asset Management
NTV Asset Management
West Virginia
$10.9M +$822K 5 3.22% Increased
1520
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$10.8M +$60.5K 4 2.79% Increased
1521
Zevin Asset Management
Zevin Asset Management
Massachusetts
$10.8M -$68.5K 5 3.04% Reduced
1522
KIA
King Investment Advisors
Texas
$10.8M +$570K 3 4.82% Increased
1523
AAM
Aston Asset Management
Illinois
$10.8M -$8.95M 4 4.6% Reduced
1524
SFSIG
San Francisco Sentry Investment Group
California
$10.8M -$156K 5 6.25% Reduced
1525
HIM
Hutchens Investment Management
New Hampshire
$10.8M +$10.8M 7 9.82% New