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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
1726
American Assets Investment Management
American Assets Investment Management
California
$20.7M -$8.07K 5 3.61% Reduced
1727
PAM
Premier Asset Management
Illinois
$20.7M -$803K 4 4.86% Reduced
1728
Aviance Capital Management
Aviance Capital Management
Florida
$20.6M +$5.05M 4 1.72% Increased
1729
Comerica Securities
Comerica Securities
Michigan
$20.6M +$534K 10 2.49% Increased
1730
LIM
Lathrop Investment Management
Arkansas
$20.6M -$189K 1 5.58% Reduced
1731
Steginsky Capital
Steginsky Capital
New York
$20.5M +$2.64M 2 18.43% Increased
1732
MTIM
Marathon Trading Investment Management
Pennsylvania
$20.5M +$4.32M 4 2.18% Increased
1733
Bath Savings Trust
Bath Savings Trust
Maine
$20.5M +$355K 6 4.83% Increased
1734
Connable Office Inc
Connable Office Inc
Michigan
$20.5M -$1.29M 5 4.15% Reduced
1735
BC
Bruce & Co
Illinois
$20.5M $0 1 4.07% Maintained
1736
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$20.5M +$503K 14 9.1% Increased
1737
CAM
Covenant Asset Management
New Jersey
$20.4M +$424K 5 11.05% Increased
1738
HCS
Harvest Capital Strategies
California
$20.4M -$4.21M 1 2.9% Reduced
1739
GHP Investment Advisors
GHP Investment Advisors
Colorado
$20.4M +$637K 7 2.87% Increased
1740
Hood River Capital Management
Hood River Capital Management
Florida
$20.3M -$6.08M 2 1.04% Reduced
1741
Guinness Asset Management
Guinness Asset Management
United Kingdom
$20.3M -$2.95M 2 3.98% Reduced
1742
Aspiriant LLC
Aspiriant LLC
California
$20.3M +$2.16M 9 1.74% Increased
1743
Intact Investment Management
Intact Investment Management
Quebec, Canada
$20.3M +$1.26M 5 0.73% Increased
1744
IAM
ICM Asset Management
Washington
$20.2M -$155K 1 17.44% Reduced
1745
GA
GFS Advisors
Texas
$20.2M +$1.32M 7 4.2% Increased
1746
Cortina Asset Management
Cortina Asset Management
Wisconsin
$20.2M -$6M 4 0.95% Reduced
1747
Tompkins Financial
Tompkins Financial
New York
$20.2M +$406K 8 4.35% Increased
1748
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$20.2M +$2.15M 11 2.87% Increased
1749
Hilton Capital Management
Hilton Capital Management
New York
$20.2M +$1.52M 7 3.25% Increased
1750
AIM
Act II Management
New York
$20.2M -$3.71M 2 14.33% Reduced