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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
1601
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$9.49M +$157K 4 2.7% Increased
1602
OL
Orbitronix LP
California
$9.49M +$6.5M 3 5.69% Increased
1603
America First Investment Advisors
America First Investment Advisors
Nebraska
$9.48M +$277K 4 4.02% Increased
1604
RMSCM
R.M. Sincerbeaux Capital Management
New York
$9.44M $0 2 8.62% Maintained
1605
Highmount Capital
Highmount Capital
New York
$9.42M -$109K 3 2.3% Reduced
1606
S&T Bank
S&T Bank
Pennsylvania
$9.42M -$3.76M 1 1.37% Reduced
1607
White Pine Capital
White Pine Capital
Minnesota
$9.42M -$367K 4 3.17% Reduced
1608
Spinnaker Trust
Spinnaker Trust
Maine
$9.4M +$54K 4 1.4% Increased
1609
MCI
McDonald Capital Investors
California
$9.39M -$8.62M 1 1.04% Reduced
1610
Wolverine Asset Management
Wolverine Asset Management
Illinois
$9.37M +$4.36M 6 0.18% Increased
1611
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$9.31M +$641K 10 2.16% Increased
1612
PFM
PacWest Financial Management
Arizona
$9.3M +$151K 4 6.59% Increased
1613
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$9.3M +$573K 3 3.31% Increased
1614
SCP
Scoria Capital Partners
Connecticut
$9.28M +$9.36M 2 4.19% New
1615
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$9.25M -$175K 4 4.12% Reduced
1616
AMG National Trust Bank
AMG National Trust Bank
Colorado
$9.24M -$433K 4 0.93% Reduced
1617
Spark Investment Management
Spark Investment Management
New York
$9.18M -$7.79M 4 1.54% Reduced
1618
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$9.16M -$161K 1 1.99% Reduced
1619
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$9.16M -$3.72M 2 3.31% Reduced
1620
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$9.09M -$5.99M 4 0.29% Reduced
1621
Bank Pictet & Cie (Asia)
Bank Pictet & Cie (Asia)
Singapore
$9.09M -$677K 2 7.03% Reduced
1622
Bailard
Bailard
California
$9.05M -$337K 5 1.28% Reduced
1623
Lumbard & Kellner
Lumbard & Kellner
New Hampshire
$9.04M +$12.9K 3 6.4% Increased
1624
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$9.04M +$365K 2 5.92% Increased
1625
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$9.02M +$74K 4 3.78% Increased