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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
1551
CANC
Culbertson A N & Co
Virginia
$25M -$731K 6 7.97% Reduced
1552
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$25M -$763K 9 0.93% Reduced
1553
German American Bancorp
German American Bancorp
Indiana
$25M +$5.41M 4 8.33% Increased
1554
SA
Strategic Advisors
New York
$24.9M +$81.1K 8 10.89% Increased
1555
Bain Capital Public Equity Management
Bain Capital Public Equity Management
Massachusetts
$24.9M -$9.45M 1 2.33% Reduced
1556
Checchi Capital Advisers
Checchi Capital Advisers
California
$24.9M -$5.79M 9 3.21% Reduced
1557
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$24.8M +$138K 5 17.61% Increased
1558
Abbrea Capital
Abbrea Capital
California
$24.8M +$538K 7 8.15% Increased
1559
Fagan Associates
Fagan Associates
New York
$24.8M -$2.8M 4 12.76% Reduced
1560
First Washington Corp
First Washington Corp
Washington
$24.8M +$305K 6 13.54% Increased
1561
Advisors Capital Management
Advisors Capital Management
New Jersey
$24.8M -$13.1M 6 1.8% Reduced
1562
North Star Investment Management
North Star Investment Management
Illinois
$24.8M +$791K 13 3.23% Increased
1563
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$24.7M +$26.3M 7 15.18% New
1564
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$24.7M -$353K 4 1.97% Reduced
1565
Westwind Capital
Westwind Capital
New Mexico
$24.7M +$623K 5 17.71% Increased
1566
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.6M +$3.37M 6 0.9% Increased
1567
Vision Capital Management
Vision Capital Management
Oregon
$24.6M -$315K 3 7.74% Reduced
1568
Financial Advocates Investment Management
Financial Advocates Investment Management
Washington
$24.5M -$5.56M 8 3.35% Reduced
1569
Progressive Investment Management
Progressive Investment Management
Oregon
$24.5M +$825K 5 16.85% Increased
1570
HA
Harbor Advisors
Florida
$24.5M $0 7 9.53% Maintained
1571
Thomas White International
Thomas White International
Illinois
$24.5M -$5.28M 7 4.85% Reduced
1572
Dakota Wealth Management
Dakota Wealth Management
Florida
$24.5M -$1.17M 7 5.54% Reduced
1573
GC
Gruss & Co
Florida
$24.4M -$6.81M 5 31.44% Reduced
1574
Gratus Capital
Gratus Capital
Georgia
$24.4M -$410K 5 5.01% Reduced
1575
Valicenti Advisory Services
Valicenti Advisory Services
New York
$24.4M +$1.23M 4 12.18% Increased