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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
1776
HJMC
Hellman Jordan Management Company
Massachusetts
$7.02M -$11.4M 1 1.6% Reduced
1777
Gratus Capital
Gratus Capital
Georgia
$7M +$249K 3 1.63% Increased
1778
MJP
Michael J. Puzo
$6.98M +$789K 5 4.5% Increased
1779
DBG
De Burlo Group
Massachusetts
$6.98M -$362K 1 1.46% Reduced
1780
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$6.98M +$332K 4 1.55% Increased
1781
DM
Diker Management
New York
$6.96M +$4.58M 2 1.22% Increased
1782
SSIA
Spero-Smith Investment Advisers
Ohio
$6.95M -$98.4K 3 7.9% Reduced
1783
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.94M +$537K 5 2.72% Increased
1784
Aviance Capital Partners
Aviance Capital Partners
Florida
$6.93M -$96.7K 4 2.59% Reduced
1785
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$6.93M -$153K 2 5.82% Reduced
1786
Group One Trading
Group One Trading
Illinois
$6.9M +$899K 4 0.1% Increased
1787
SA
Strategic Advisors
New York
$6.9M +$359K 4 4.4% Increased
1788
SCM
SOL Capital Management
Maryland
$6.89M +$65K 5 2.52% Increased
1789
Hills Bank & Trust
Hills Bank & Trust
Iowa
$6.88M -$38.2K 2 2.55% Reduced
1790
FFC
First Financial Corp
Indiana
$6.88M +$316K 6 3.48% Increased
1791
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$6.86M +$23.9K 5 4.34% Increased
1792
BCA
Bray Capital Advisors
Florida
$6.82M -$296K 6 3.92% Reduced
1793
CW
Cabot-Wellington
Massachusetts
$6.82M -$1.78M 1 3.36% Reduced
1794
ST
Semper Trust
Pennsylvania
$6.82M -$819K 3 3.18% Reduced
1795
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$6.81M +$493K 5 1.21% Increased
1796
Univest Financial
Univest Financial
Pennsylvania
$6.81M -$106K 4 3.13% Reduced
1797
MM
Meridian Management
Arkansas
$6.78M +$3.1M 3 4.11% Increased
1798
Hilton Capital Management
Hilton Capital Management
New York
$6.78M +$320K 3 1.92% Increased
1799
Ballentine Partners
Ballentine Partners
Massachusetts
$6.76M +$1.98M 6 0.66% Increased
1800
AAM
Autus Asset Management
Arizona
$6.74M +$354K 4 1.88% Increased