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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
Cornerstone Advisory
Cornerstone Advisory
Maryland
$38.5M +$9.7M 8 10.05% Increased
1602
Chemung Canal Trust
Chemung Canal Trust
New York
$38.5M +$483K 5 10.06% Increased
1603
HughesLittle Investment Management
HughesLittle Investment Management
$38.5M +$1.08M 1 14% Increased
1604
Comerica Securities
Comerica Securities
Michigan
$38.5M -$832K 12 3.64% Reduced
1605
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$38.5M -$743K 5 7.11% Reduced
1606
Private Trust Company
Private Trust Company
Ohio
$38.4M -$206K 6 8.05% Reduced
1607
North Star Investment Management
North Star Investment Management
Illinois
$38.4M -$2.08M 13 5% Reduced
1608
IAIM
International Assets Investment Management
Florida
$38.3M +$1.24M 11 9.16% Increased
1609
UBS O'Connor
UBS O'Connor
Illinois
$38.3M -$6.66M 2 0.85% Reduced
1610
PM Capital
PM Capital
Australia
$38.3M +$6.29M 2 9.34% Increased
1611
Sycomore Asset Management
Sycomore Asset Management
France
$38.2M -$6.89M 4 17.06% Reduced
1612
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$38.1M -$1.83M 5 19.21% Reduced
1613
Stoneridge Investment Partners
Stoneridge Investment Partners
Pennsylvania
$37.7M -$6.27M 5 15.87% Reduced
1614
Zevin Asset Management
Zevin Asset Management
Massachusetts
$37.7M -$241K 6 11.46% Reduced
1615
Vantage Wealth
Vantage Wealth
California
$37.7M -$5.6M 4 13.56% Reduced
1616
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$37.6M -$11.6M 5 2.09% Reduced
1617
Mengis Capital Management
Mengis Capital Management
Oregon
$37.6M +$72K 6 11.16% Increased
1618
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$37.6M -$1.81M 7 12.94% Reduced
1619
Brio Consultants
Brio Consultants
California
$37.5M -$4.02M 3 12.54% Reduced
1620
K.J. Harrison & Partners
K.J. Harrison & Partners
Ontario, Canada
$37.5M +$7.13M 7 10.24% Increased
1621
Community Bank
Community Bank
New York
$37.4M +$3.2M 6 6.29% Increased
1622
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$37.4M +$584K 11 5.79% Increased
1623
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$37.3M +$257K 6 6.75% Increased
1624
RCM
Rockshelter Capital Management
Pennsylvania
$37.3M -$4.14M 3 16.67% Reduced
1625
Biondo Investment Advisors
Biondo Investment Advisors
Pennsylvania
$37.2M -$1.55M 4 9.4% Reduced