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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
1651
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$15.5M -$578K 1 4.5% Reduced
1652
LMR Partners
LMR Partners
United Kingdom
$15.5M -$834K 3 1.49% Reduced
1653
Holderness Investments Company
Holderness Investments Company
North Carolina
$15.5M +$8.23M 8 7.85% Increased
1654
Farmers Trust Company
Farmers Trust Company
Ohio
$15.4M -$1.39M 5 5.43% Reduced
1655
KCM
Kingdon Capital Management
New York
$15.4M -$1.76M 1 0.85% Reduced
1656
PAM
Premier Asset Management
Illinois
$15.4M -$1.06M 4 3.66% Reduced
1657
LGC
Laurel Grove Capital
California
$15.4M -$323K 5 8.13% Reduced
1658
Quotient Investors
Quotient Investors
New York
$15.4M -$1.41K 7 9.29% Reduced
1659
Group One Trading
Group One Trading
Illinois
$15.4M +$8.51M 10 0.18% Increased
1660
NBW Capital
NBW Capital
Massachusetts
$15.4M +$69K 2 4.29% Increased
1661
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$15.4M -$82.2K 3 1.84% Reduced
1662
AA
Antipodean Advisors
New York
$15.4M +$750K 1 7.51% Increased
1663
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$15.4M +$695K 7 4.95% Increased
1664
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$15.3M +$18K 5 7.94% Increased
1665
VDBMI
Van Den Berg Management I
Texas
$15.3M -$572K 1 1.75% Reduced
1666
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$15.3M -$1.27M 6 4.17% Reduced
1667
PTB
Pioneer Trust Bank
Oregon
$15.3M +$71.5K 5 8.73% Increased
1668
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$15.3M -$30.4K 1 4.69% Reduced
1669
SNS Financial Group
SNS Financial Group
Minnesota
$15.3M +$724K 6 3.93% Increased
1670
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$15.3M +$551K 6 3.67% Increased
1671
AIM
Act II Management
New York
$15.2M -$1.23M 1 11.08% Reduced
1672
AAA
Adams Asset Advisors
Texas
$15.2M $0 4 2.16% Maintained
1673
Cornercap Investment Counsel
Cornercap Investment Counsel
Georgia
$15.2M +$8.05M 7 2.58% Increased
1674
Brian C. Broderick
Brian C. Broderick
$15.1M -$257K 4 6.18% Reduced
1675
MA
Marshwinds Advisory
Georgia
$15.1M -$130K 3 7.03% Reduced