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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
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$29.6M -$440K 7 9.46% Reduced
1552
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$29.6M -$526K 6 3.84% Reduced
1553
Brasada Capital Management
Brasada Capital Management
Texas
$29.5M +$8.14M 4 7.85% Increased
1554
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$29.5M -$135K 4 8.52% Reduced
1555
WCM Investment Management
WCM Investment Management
California
$29.4M +$120M 3 0.18% Increased
1556
Elite Wealth Management
Elite Wealth Management
Washington
$29.4M -$1.2M 5 39.7% Reduced
1557
CCM
Cohen Capital Management
California
$29.4M +$442K 5 6.85% Increased
1558
Arden Trust
Arden Trust
Delaware
$29.4M -$1.94M 10 4.96% Reduced
1559
Bremer Bank National Association
Bremer Bank National Association
Minnesota
$29.3M +$915K 7 6.35% Increased
1560
American Assets Investment Management
American Assets Investment Management
California
$29.3M $0 7 4.67% Maintained
1561
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$29.2M +$116K 7 6.39% Increased
1562
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$29.2M +$2.13M 8 5.38% Increased
1563
Canal Insurance Company
Canal Insurance Company
South Carolina
$29.1M $0 2 9.58% Maintained
1564
Shikiar Asset Management
Shikiar Asset Management
New York
$29.1M -$1.45M 3 11.39% Reduced
1565
Essex Financial Services
Essex Financial Services
Connecticut
$29.1M -$1.1M 7 8.59% Reduced
1566
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$29.1M -$1.11M 3 3.57% Reduced
1567
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$29M -$188K 17 6.02% Reduced
1568
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$28.9M -$535K 6 8.12% Reduced
1569
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$28.9M +$4.39M 1 3.43% Increased
1570
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$28.8M +$649K 6 12.67% Increased
1571
Auxier Asset Management
Auxier Asset Management
Oregon
$28.8M +$1.42M 6 5.75% Increased
1572
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$28.8M -$301K 5 3.81% Reduced
1573
Tree Line Advisors
Tree Line Advisors
Hong Kong
$28.8M $0 1 14.16% Maintained
1574
MIG Capital
MIG Capital
California
$28.8M +$3.41M 1 4.01% Increased
1575
Check Capital Management
Check Capital Management
California
$28.7M +$29.7M 2 1.48% Increased