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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
American Capital Management
American Capital Management
New York
$9.9M +$9.42M 3 0.88% New
1777
Telos Capital Management
Telos Capital Management
California
$9.9M +$134K 6 5.34% Increased
1778
Argent Trust Co
Argent Trust Co
Tennessee
$9.9M +$395K 6 4.93% Increased
1779
Harvey Partners
Harvey Partners
New York
$9.9M -$1.11M 2 6.98% Reduced
1780
DBIA
Dumont & Blake Investment Advisors
New Jersey
$9.8M +$498K 7 5.02% Increased
1781
GA
GFS Advisors
Texas
$9.8M -$313K 6 2.92% Reduced
1782
Alpha Capital Management
Alpha Capital Management
Texas
$9.8M +$1.75M 4 7.78% Increased
1783
RIM
Regent Investment Management
Kentucky
$9.8M +$253K 7 5.24% Increased
1784
SSI
Scott & Selber Inc
Texas
$9.8M -$2.3M 3 6.37% Reduced
1785
CPA
Court Place Advisors
Maryland
$9.8M -$55.2K 4 6.28% Reduced
1786
Ancora Advisors
Ancora Advisors
Ohio
$9.8M -$418K 5 1.25% Reduced
1787
PFS
Physicians Financial Services
North Carolina
$9.8M +$9.5M 10 9.04% New
1788
IMOV
Investment Management of Virginia
Virginia
$9.8M -$127K 2 2.6% Reduced
1789
LCM
Leonard Capital Management
Florida
$9.8M +$11.2M 4 8.71% New
1790
CC
Cognios Capital
Kansas
$9.8M -$1.38M 6 4.97% Reduced
1791
ECM
EagleClaw Capital Management
Massachusetts
$9.8M +$39.9K 5 6.47% Increased
1792
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$9.7M +$3.94M 4 8.05% Increased
1793
MPAM
Murphy Pohlad Asset Management
Minnesota
$9.7M -$765K 4 7.69% Reduced
1794
PAM
PartnerRe Asset Management
Connecticut
$9.7M -$15.3M 10 4.99% Reduced
1795
EHWM
Eads & Heald Wealth Management
Georgia
$9.7M -$322K 6 6.7% Reduced
1796
Lincluden Management
Lincluden Management
Ontario, Canada
$9.7M -$14.8M 2 1.96% Reduced
1797
Quadrature Capital
Quadrature Capital
United Kingdom
$9.7M -$1.87M 6 1.48% Reduced
1798
Albion Financial Group
Albion Financial Group
Utah
$9.6M +$284K 5 1.66% Increased
1799
Prelude Capital Management
Prelude Capital Management
New York
$9.6M -$1.68M 8 1.49% Reduced
1800
GCM
Grisanti Capital Management
New York
$9.6M -$589K 2 4.28% Reduced