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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
1576
WDA
Wendell David Associates
New Hampshire
$17.3M +$960K 7 3.32% Increased
1577
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$17.3M +$2.08M 6 9.33% Increased
1578
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$17.3M +$557K 5 2.17% Increased
1579
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M -$203K 4 6.25% Reduced
1580
FVCM
F&V Capital Management
Florida
$17.3M +$13.9K 4 10.04% Increased
1581
Harvard Management Company
Harvard Management Company
Massachusetts
$17.2M -$39.5M 1 1.11% Reduced
1582
Horizon Kinetics
Horizon Kinetics
New York
$17.2M -$3.7M 5 0.54% Reduced
1583
Aviance Capital Management
Aviance Capital Management
Florida
$17.2M -$15.4M 5 0.96% Reduced
1584
Argus Investors Counsel
Argus Investors Counsel
New York
$17.2M -$2.67M 4 8.03% Reduced
1585
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$17.2M +$2.6M 7 2.72% Increased
1586
Hourglass Capital
Hourglass Capital
Texas
$17.1M +$85.3K 6 4.13% Increased
1587
HCM
Herndon Capital Management
Georgia
$17.1M -$2.5M 4 2.49% Reduced
1588
Fagan Associates
Fagan Associates
New York
$17.1M +$1M 4 9.45% Increased
1589
Ulysses Management
Ulysses Management
New York
$17M -$705K 1 2.63% Reduced
1590
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$17M -$8.3M 1 2.47% Reduced
1591
First Nebraska Trust
First Nebraska Trust
Nebraska
$16.9M +$829K 5 3.78% Increased
1592
CFSG
Community Financial Services Group
Vermont
$16.9M +$186K 3 7.58% Increased
1593
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
$16.9M -$390K 2 11.65% Reduced
1594
SC
Saybrook Capital
North Carolina
$16.8M +$1.64M 3 9.08% Increased
1595
Security National Trust
Security National Trust
West Virginia
$16.8M +$177K 8 5.65% Increased
1596
Salient Capital Advisors
Salient Capital Advisors
Texas
$16.8M +$1.22M 6 0.3% Increased
1597
TLCM
Tiger Legatus Capital Management
New York
$16.7M -$9.8M 1 7.3% Reduced
1598
Jasper Ridge Partners
Jasper Ridge Partners
California
$16.7M -$7.82M 5 1.15% Reduced
1599
Bellecapital
Bellecapital
Switzerland
$16.7M -$1.3M 6 15.4% Reduced
1600
Channing Capital Management
Channing Capital Management
Illinois
$16.6M $0 3 0.61% Maintained