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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
1826
MKC
M. Kraus & Co
Vermont
$12.1M -$113K 3 7.95% Reduced
1827
Adalta Capital Management
Adalta Capital Management
New York
$12.1M +$11.8M 4 10.24% New
1828
OA
Outfitter Advisors
Virginia
$12.1M +$762K 5 4.54% Increased
1829
Loews Corp
Loews Corp
New York
$12.1M -$2.7M 4 0.08% Reduced
1830
Evergreen Capital Management
Evergreen Capital Management
Washington
$12.1M -$1.2M 4 2.52% Reduced
1831
Courier Capital
Courier Capital
New York
$12.1M +$142K 6 2.12% Increased
1832
Hutchinson Capital Management
Hutchinson Capital Management
California
$12M -$35.5K 2 3.32% Reduced
1833
Connors Investor Services
Connors Investor Services
Pennsylvania
$12M +$365K 3 1.97% Increased
1834
Cipher Capital
Cipher Capital
New York
$11.9M +$4.64M 3 0.89% Increased
1835
CIBC Bank USA
CIBC Bank USA
Illinois
$11.9M +$404K 6 1.65% Increased
1836
Hanseatic Management Services
Hanseatic Management Services
New Mexico
$11.9M -$877K 7 6.56% Reduced
1837
Chesapeake Asset Management
Chesapeake Asset Management
New York
$11.9M +$1.3M 4 9.82% Increased
1838
Court Place Advisors
Court Place Advisors
Maryland
$11.9M +$954K 4 5.85% Increased
1839
LCM
Lee Capital Management
New York
$11.9M +$822K 4 10.64% Increased
1840
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$11.9M -$200K 4 6.06% Reduced
1841
ECM
EagleClaw Capital Management
Massachusetts
$11.9M +$87.8K 5 7.14% Increased
1842
Vident Investment Advisory
Vident Investment Advisory
Georgia
$11.8M +$206K 7 1.18% Increased
1843
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$11.8M +$346K 7 1.97% Increased
1844
Hilton Capital Management
Hilton Capital Management
New York
$11.8M +$430K 6 2.28% Increased
1845
All-Stars Investment
All-Stars Investment
Hong Kong
$11.8M $0 1 8.99% Maintained
1846
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$11.8M +$347K 4 7.37% Increased
1847
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$11.8M -$697K 4 3.96% Reduced
1848
FIC Capital
FIC Capital
New York
$11.8M -$154K 5 5.22% Reduced
1849
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$11.8M +$238K 2 4.42% Increased
1850
Ramsay Stattman Vela & Price
Ramsay Stattman Vela & Price
Colorado
$11.7M +$8.37K 4 5.35% Increased