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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
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$44.4M -$655K 7 9.79% Reduced
1502
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$44.3M -$162K 6 11.64% Reduced
1503
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$44.3M -$33.3M 4 6.51% Reduced
1504
Coastline Trust
Coastline Trust
Rhode Island
$44.3M -$1.76M 7 7% Reduced
1505
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$44.2M -$1.93M 7 3.53% Reduced
1506
Mitchell Capital Management
Mitchell Capital Management
Kansas
$44M -$4.72M 5 14.15% Reduced
1507
Addenda Capital
Addenda Capital
Quebec, Canada
$43.9M -$3.7M 4 3.06% Reduced
1508
Progressive Investment Management
Progressive Investment Management
Oregon
$43.8M -$112K 4 19.14% Reduced
1509
Resources Management Corp
Resources Management Corp
Connecticut
$43.8M +$236K 8 8.38% Increased
1510
TCF National Bank
TCF National Bank
South Dakota
$43.8M +$2.38M 6 4.97% Increased
1511
FountainCap Research & Investment
FountainCap Research & Investment
China
$43.7M -$1.18M 1 26.66% Reduced
1512
Courier Capital
Courier Capital
New York
$43.6M -$550K 7 5.62% Reduced
1513
Dakota Wealth Management
Dakota Wealth Management
Florida
$43.6M +$1.8M 5 7.45% Increased
1514
NAM
North American Management
Massachusetts
$43.6M -$826K 5 7.08% Reduced
1515
RIM
Regent Investment Management
Kentucky
$43.6M -$1.79M 6 14.47% Reduced
1516
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group
California
$43.3M -$8.4M 5 3.43% Reduced
1517
Checchi Capital Advisers
Checchi Capital Advisers
California
$43.2M +$2.61M 10 5.17% Increased
1518
Torray Investment Partners
Torray Investment Partners
Maryland
$43.2M -$399K 5 8.14% Reduced
1519
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$43.2M -$1.93M 4 1.12% Reduced
1520
BIM
Bridgecreek Investment Management
Oklahoma
$43.1M +$70.6K 4 8.08% Increased
1521
Vident Investment Advisory
Vident Investment Advisory
Georgia
$43.1M +$11M 15 2.26% Increased
1522
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$43.1M +$162K 6 12.91% Increased
1523
Princeton Capital Management
Princeton Capital Management
New Jersey
$43.1M +$768K 6 19.12% Increased
1524
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$42.9M +$2.68M 9 3.17% Increased
1525
NBT Bank
NBT Bank
New York
$42.8M -$1.49M 6 7.63% Reduced