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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
1526
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$29.8M +$558K 5 17.93% Increased
1527
Verity & Verity
Verity & Verity
South Carolina
$29.8M +$1.05M 5 6.83% Increased
1528
Totem Point Management
Totem Point Management
New York
$29.8M -$5.77M 4 19.03% Reduced
1529
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$29.7M +$2.06M 8 1.23% Increased
1530
Winch Advisory Services
Winch Advisory Services
Wisconsin
$29.7M +$883K 8 16.41% Increased
1531
Essex Financial Services
Essex Financial Services
Connecticut
$29.6M -$1.83M 7 8.94% Reduced
1532
Arden Trust
Arden Trust
Delaware
$29.6M -$135K 11 4.76% Reduced
1533
Abbrea Capital
Abbrea Capital
California
$29.5M +$656K 7 8.49% Increased
1534
Segantii Capital Management
Segantii Capital Management
Hong Kong
$29.5M +$22.6M 2 3.47% Increased
1535
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$29.5M -$151K 5 2.04% Reduced
1536
RG
Riverstone Group
Virginia
$29.4M $0 1 18.49% Maintained
1537
Addenda Capital
Addenda Capital
Quebec, Canada
$29.4M +$5.17M 4 2.13% Increased
1538
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$29.4M -$2.3M 2 1.97% Reduced
1539
Oak Grove Capital
Oak Grove Capital
New Hampshire
$29.3M +$1.19M 5 18.48% Increased
1540
CANC
Culbertson A N & Co
Virginia
$29.3M +$33.2K 6 8.44% Increased
1541
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$29.2M +$8.31M 2 8.7% Increased
1542
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$29.2M -$646K 6 4.32% Reduced
1543
WA
Winfield Associates
Ohio
$29.1M -$1.99M 6 15.54% Reduced
1544
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$29.1M +$25.9M 12 5.72% New
1545
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$29.1M -$164K 6 8.58% Reduced
1546
Accident Compensation Corp
Accident Compensation Corp
New Zealand
$29M +$1.43M 7 7.41% Increased
1547
Crossvault Capital Management
Crossvault Capital Management
Texas
$29M +$841K 4 14.93% Increased
1548
Kelly Lawrence W & Associates
Kelly Lawrence W & Associates
California
$28.9M -$288K 6 5.23% Reduced
1549
KCP
KDI Capital Partners
North Carolina
$28.9M +$820K 4 10.19% Increased
1550
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$28.8M +$230K 7 5.13% Increased