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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
FVCM
F&V Capital Management
Florida
$22M +$4.33M 5 11.43% Increased
1602
Concourse Capital Management
Concourse Capital Management
Georgia
$21.9M -$11.2M 3 12.6% Reduced
1603
SC
Saybrook Capital
North Carolina
$21.9M +$367K 2 10.13% Increased
1604
ProVise Management Group
ProVise Management Group
Florida
$21.9M -$1.01M 5 3.14% Reduced
1605
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$21.9M +$2.58M 6 2.4% Increased
1606
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$21.8M -$1.68M 5 5.4% Reduced
1607
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$21.8M -$4.17M 6 7.71% Reduced
1608
Diversified Trust
Diversified Trust
Tennessee
$21.8M -$1.12M 7 1.33% Reduced
1609
Foundry Partners
Foundry Partners
Minnesota
$21.7M -$4.14M 5 0.9% Reduced
1610
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.7M -$480K 9 2.66% Reduced
1611
DA
DSC Advisors
Illinois
$21.6M +$4.43M 7 12.56% Increased
1612
SFSIG
San Francisco Sentry Investment Group
California
$21.6M -$920K 12 6.33% Reduced
1613
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$21.6M +$4.64M 5 5.1% Increased
1614
McRae Capital Management
McRae Capital Management
New Jersey
$21.6M +$96K 3 9.1% Increased
1615
Echo Street Capital Management
Echo Street Capital Management
New York
$21.5M -$719K 1 0.65% Reduced
1616
Bridgewater Wealth & Financial Management
Bridgewater Wealth & Financial Management
Maryland
$21.5M -$427K 3 8.57% Reduced
1617
Alexandria Capital
Alexandria Capital
Virginia
$21.5M +$15.1M 7 3.13% Increased
1618
AIA Group
AIA Group
Hong Kong
$21.4M -$292M 1 42.75% Reduced
1619
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$21.4M -$647K 5 5.9% Reduced
1620
Shufro Rose & Co
Shufro Rose & Co
New York
$21.4M -$513K 5 2.11% Reduced
1621
Channing Capital Management
Channing Capital Management
Illinois
$21.4M -$102K 3 0.72% Reduced
1622
SIG
Schaller Investment Group
North Carolina
$21.3M -$3.08M 4 10.56% Reduced
1623
Loews Corp
Loews Corp
New York
$21.3M +$3.75M 4 0.13% Increased
1624
WDA
Wendell David Associates
New Hampshire
$21.2M -$533K 8 3.63% Reduced
1625
G2 Investment Partners Management
G2 Investment Partners Management
New York
$21.1M +$12.6M 3 8.16% Increased