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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
Channing Capital Management
Channing Capital Management
Illinois
$21.7M +$28.8K 3 0.76% Increased
1652
Granahan Investment Management
Granahan Investment Management
Massachusetts
$21.7M +$6.85M 4 1.56% Increased
1653
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$21.6M +$514K 4 6.33% Increased
1654
Mathes Company
Mathes Company
New York
$21.6M -$2.23M 5 10.09% Reduced
1655
GA
Glenhill Advisors
New York
$21.6M +$5.63M 1 2.46% Increased
1656
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$21.6M -$355K 6 3.52% Reduced
1657
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$21.5M -$912K 4 6.03% Reduced
1658
Guinness Asset Management
Guinness Asset Management
United Kingdom
$21.5M +$1.02M 2 4.73% Increased
1659
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$21.4M +$754K 5 8.82% Increased
1660
CCM
Compton Capital Management
Rhode Island
$21.4M +$358K 8 9.08% Increased
1661
Formula Growth
Formula Growth
Quebec, Canada
$21.4M -$8.06M 2 2.54% Reduced
1662
WDA
Wendell David Associates
New Hampshire
$21.4M -$1.12M 7 3.85% Reduced
1663
De Burlo Group
De Burlo Group
Massachusetts
$21.3M -$14.6M 4 4.65% Reduced
1664
Lido Advisors
Lido Advisors
California
$21.3M +$9.33M 6 2.91% Increased
1665
Vigilant Capital Management
Vigilant Capital Management
Maine
$21.3M +$803K 8 3.03% Increased
1666
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$21.3M +$2.41M 6 2.37% Increased
1667
Blue Chip Partners
Blue Chip Partners
Michigan
$21.2M +$2.57M 6 5.88% Increased
1668
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$21.2M -$591K 6 7.13% Reduced
1669
SIG
Schaller Investment Group
North Carolina
$21.2M +$123K 4 12.1% Increased
1670
Auxier Asset Management
Auxier Asset Management
Oregon
$21.2M -$11.3K 5 4.24% Reduced
1671
Security National Trust
Security National Trust
West Virginia
$21.1M +$438K 8 7.03% Increased
1672
SC
Saybrook Capital
North Carolina
$21.1M -$480K 2 9.99% Reduced
1673
LVM Capital Management
LVM Capital Management
Michigan
$21.1M -$226K 6 4.87% Reduced
1674
Peak Asset Management
Peak Asset Management
Colorado
$21.1M +$117K 5 7.74% Increased
1675
Hendershot Investments
Hendershot Investments
Virginia
$21M -$1.61M 6 8.5% Reduced