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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
1701
Intrust Bank
Intrust Bank
Kansas
$8.02M +$673K 7 2.98% Increased
1702
EMR
Errol M. Rudman
$8.02M +$8.32M 1 3.26% New
1703
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$8.02M $0 1 4.28% Maintained
1704
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$8M -$250K 2 5.91% Reduced
1705
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$7.94M -$82.4K 6 8.54% Reduced
1706
IMOV
Investment Management of Virginia
Virginia
$7.94M +$1.12M 2 1.65% Increased
1707
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$7.92M -$1.65M 4 0.96% Reduced
1708
Thomas White International
Thomas White International
Illinois
$7.91M +$1.06M 4 1.09% Increased
1709
LGC
Laurel Grove Capital
California
$7.9M +$660K 4 4.51% Increased
1710
Salem Capital Management
Salem Capital Management
Massachusetts
$7.9M -$178K 2 3.76% Reduced
1711
GW & Wade
GW & Wade
Massachusetts
$7.87M -$1.7M 5 2.06% Reduced
1712
SWK
Stephen W. Kidder
$7.87M -$1.63K 3 3.41% Reduced
1713
Monarch Capital Management
Monarch Capital Management
Indiana
$7.86M +$229K 4 2.98% Increased
1714
Crosspoint Capital Strategies
Crosspoint Capital Strategies
California
$7.86M +$4.13M 7 2.74% Increased
1715
Selkirk Management
Selkirk Management
New Jersey
$7.82M $0 2 4.67% Maintained
1716
CPH
C Partners Holding
Switzerland
$7.82M +$7.93M 2 2.53% New
1717
Smithfield Trust
Smithfield Trust
Pennsylvania
$7.81M -$1.13M 7 1.62% Reduced
1718
New England Asset Management
New England Asset Management
Connecticut
$7.79M -$9.4M 1 0.19% Reduced
1719
Guardian Investor Services
Guardian Investor Services
New York
$7.79M -$198K 8 6.17% Reduced
1720
Benin Management Corp
Benin Management Corp
Connecticut
$7.78M -$1.12M 4 4.13% Reduced
1721
Dillon & Associates
Dillon & Associates
Michigan
$7.78M +$347K 3 3.78% Increased
1722
Argent Trust Co
Argent Trust Co
Tennessee
$7.77M +$7.61M 5 4.67% New
1723
Aviance Capital Partners
Aviance Capital Partners
Florida
$7.74M -$401K 4 2.89% Reduced
1724
Turner Investments
Turner Investments
Pennsylvania
$7.74M -$24.2M 5 0.92% Reduced
1725
Forte Capital
Forte Capital
New York
$7.74M +$83.3K 6 3.37% Increased