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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
Sphera Funds Management
Sphera Funds Management
Israel
$17.8M -$6.37M 1 2.01% Reduced
1827
AAM
Autus Asset Management
Arizona
$17.8M +$480K 6 3.42% Increased
1828
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$17.8M +$501K 5 8.52% Increased
1829
McRae Capital Management
McRae Capital Management
New Jersey
$17.8M -$1.53M 2 9.15% Reduced
1830
TCIM
TOMS Capital Investment Management
New York
$17.8M +$18.7M 1 20.37% New
1831
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$17.8M +$14.8K 2 12.37% Increased
1832
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$17.7M +$868K 6 8.06% Increased
1833
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$17.7M +$19M 7 3.39% New
1834
Intact Investment Management
Intact Investment Management
Quebec, Canada
$17.7M +$563K 6 0.72% Increased
1835
BRC
Bell Rock Capital
Delaware
$17.7M -$1.72M 8 11.87% Reduced
1836
Connable Office Inc
Connable Office Inc
Michigan
$17.7M -$1M 5 3.91% Reduced
1837
Arcadia Investment Management
Arcadia Investment Management
Michigan
$17.7M +$2.8M 6 5.93% Increased
1838
Farmers Trust Company
Farmers Trust Company
Ohio
$17.7M -$2.76M 6 5.53% Reduced
1839
Hitchwood Capital Management
Hitchwood Capital Management
New York
$17.7M -$120M 2 0.33% Reduced
1840
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$17.7M -$1.14M 6 4.24% Reduced
1841
ECM
EagleClaw Capital Management
Massachusetts
$17.7M +$68.3K 6 9.25% Increased
1842
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$17.6M -$4.84M 9 2.95% Reduced
1843
Hilton Capital Management
Hilton Capital Management
New York
$17.6M -$481K 7 3.15% Reduced
1844
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$17.6M -$2.91M 1 6.16% Reduced
1845
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$17.6M -$727K 5 6.04% Reduced
1846
John G. Ullman & Associates
John G. Ullman & Associates
New York
$17.6M -$5.23M 5 3.55% Reduced
1847
United Bank (Virginia)
United Bank (Virginia)
Virginia
$17.6M +$1.16M 5 3.65% Increased
1848
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$17.5M -$641K 11 10.74% Reduced
1849
Duncker Streett & Co
Duncker Streett & Co
Missouri
$17.5M -$209K 9 4.69% Reduced
1850
AA
Antipodean Advisors
New York
$17.5M -$8.07M 1 33.13% Reduced