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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
Connors Investor Services
Connors Investor Services
Pennsylvania
$46.1M +$2.13M 3 5.8% Increased
1577
Trust Asset Management
Trust Asset Management
Texas
$46M +$2.42M 6 6.43% Increased
1578
Growth Interface Management
Growth Interface Management
Florida
$45.9M -$29.2M 2 46.11% Reduced
1579
Arrow Financial
Arrow Financial
New York
$45.9M -$1.62M 9 6.26% Reduced
1580
Private Capital Advisors
Private Capital Advisors
Connecticut
$45.9M +$2.21M 4 7.74% Increased
1581
Payden & Rygel
Payden & Rygel
California
$45.9M -$10.7M 5 2.76% Reduced
1582
Crescent Park Management
Crescent Park Management
California
$45.8M +$16.6M 2 9.82% Increased
1583
Hendershot Investments
Hendershot Investments
Virginia
$45.8M +$1.27M 6 8.09% Increased
1584
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$45.8M -$628K 5 8.69% Reduced
1585
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$45.8M -$1.53M 6 5.64% Reduced
1586
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$45.7M -$42.1M 3 3.15% Reduced
1587
City Holding Co
City Holding Co
West Virginia
$45.7M -$179K 10 8.61% Reduced
1588
Vestor Capital
Vestor Capital
Illinois
$45.7M -$53.3M 6 5.54% Reduced
1589
Cheviot Value Management
Cheviot Value Management
California
$45.6M +$3.43M 4 11.37% Increased
1590
Merriman Wealth Management
Merriman Wealth Management
Washington
$45.5M -$7.61M 7 3.2% Reduced
1591
Mengis Capital Management
Mengis Capital Management
Oregon
$45.4M +$187K 6 9.98% Increased
1592
Courier Capital
Courier Capital
New York
$45.4M -$518K 6 5.32% Reduced
1593
FourThought Financial
FourThought Financial
Florida
$45.4M +$1.91M 19 6.63% Increased
1594
Bandera Partners
Bandera Partners
New York
$45.3M +$11.8M 3 17.83% Increased
1595
Absher Wealth Management
Absher Wealth Management
North Carolina
$45.2M +$19.3M 4 8.79% Increased
1596
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$45.1M +$438M 3 9.94% Increased
1597
Lincoln Capital
Lincoln Capital
Nebraska
$45M -$668K 5 12.66% Reduced
1598
Park Presidio Capital
Park Presidio Capital
California
$45M -$7.01M 1 9.71% Reduced
1599
CMG
Cavalry Management Group
California
$44.9M -$8.66M 1 4.19% Reduced
1600
Graham Capital Management
Graham Capital Management
Connecticut
$44.9M +$25.9M 15 1.82% Increased