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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
Grassi Investment Management
Grassi Investment Management
California
$24M +$8.27M 8 3.89% Increased
1577
Crystal Rock Capital Management
Crystal Rock Capital Management
Illinois
$23.9M +$1.72M 5 16.72% Increased
1578
WCM
Woodson Capital Management
Connecticut
$23.9M +$3.54M 3 9.62% Increased
1579
IberiaBank
IberiaBank
Louisiana
$23.9M -$4.21M 7 4.75% Reduced
1580
Hood River Capital Management
Hood River Capital Management
Florida
$23.8M +$2.49M 1 1.34% Increased
1581
Seven Eight Capital
Seven Eight Capital
New York
$23.8M -$18.1M 6 1.96% Reduced
1582
GPC
Glen Point Capital
United Kingdom
$23.7M +$25.8M 1 2.12% New
1583
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$23.7M $0 6 8.5% Maintained
1584
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$23.6M -$383K 6 6.59% Reduced
1585
Aviance Capital Partners
Aviance Capital Partners
Florida
$23.6M +$11.1M 7 7.12% Increased
1586
Ulysses Management
Ulysses Management
New York
$23.5M $0 1 2.15% Maintained
1587
Cowen Inc
Cowen Inc
New York
$23.5M -$5.74M 4 0.03% Reduced
1588
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$23.5M -$607K 6 2.29% Reduced
1589
VST
Van Strum & Towne
California
$23.5M -$333K 5 16.5% Reduced
1590
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$23.5M -$478K 8 3.42% Reduced
1591
Trust Company
Trust Company
Kansas
$23.4M +$739K 8 8.65% Increased
1592
North Star Investment Management
North Star Investment Management
Illinois
$23.4M +$3.74M 12 2.8% Increased
1593
Scholtz & Company
Scholtz & Company
Connecticut
$23.4M +$3.83M 4 17.31% Increased
1594
APA
American Portfolios Advisors
New York
$23.4M +$5.35M 15 3.48% Increased
1595
Wittenberg Investment Management
Wittenberg Investment Management
Massachusetts
$23.4M -$1.34M 3 10.06% Reduced
1596
Broadleaf Partners
Broadleaf Partners
Ohio
$23.3M -$2.61M 4 17.91% Reduced
1597
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$23.3M -$682K 6 0.36% Reduced
1598
Sowell Financial Services
Sowell Financial Services
Arkansas
$23.3M +$210K 6 5.81% Increased
1599
Diversified Trust
Diversified Trust
Tennessee
$23.2M +$208K 8 1.48% Increased
1600
Gratus Capital
Gratus Capital
Georgia
$23.2M +$366K 5 3.34% Increased