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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
Comerica Securities
Comerica Securities
Michigan
$43.3M +$311K 11 3.08% Increased
1827
MCI
McDonald Capital Investors
California
$43.3M -$1.46M 1 3.36% Reduced
1828
PDT Partners
PDT Partners
New York
$43.3M +$5.65M 9 3.11% Increased
1829
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$43.3M -$1.58M 7 3.48% Reduced
1830
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$43.2M -$19.3M 7 19.98% Reduced
1831
Texas Yale Capital Corp
Texas Yale Capital Corp
Florida
$43.1M -$133K 6 2.44% Reduced
1832
Draper Asset Management
Draper Asset Management
New York
$43M +$2.09M 8 40.41% Increased
1833
Buffington Mohr McNeal
Buffington Mohr McNeal
Idaho
$42.9M +$1.28M 7 8.23% Increased
1834
NKCFO LLC
NKCFO LLC
Illinois
$42.9M +$386K 4 14.37% Increased
1835
Hengistbury Investment Partners
Hengistbury Investment Partners
United Kingdom
$42.8M +$9.8M 1 6.33% Increased
1836
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$42.8M -$1.75M 4 8.35% Reduced
1837
Physicians Financial Services
Physicians Financial Services
North Carolina
$42.8M -$145K 7 17.34% Reduced
1838
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$42.8M +$889K 10 5.62% Increased
1839
Duncker Streett & Co
Duncker Streett & Co
Missouri
$42.7M -$724K 8 8.08% Reduced
1840
Wilsey Asset Management
Wilsey Asset Management
California
$42.7M -$6.4K 1 10.42% Reduced
1841
GA
GFS Advisors
Texas
$42.7M +$1.21M 7 9.27% Increased
1842
Aravt Global
Aravt Global
New York
$42.7M -$171K 2 11.97% Reduced
1843
Verity & Verity
Verity & Verity
South Carolina
$42.5M -$171K 5 6.36% Reduced
1844
United Bank (Virginia)
United Bank (Virginia)
Virginia
$42.4M -$109K 6 5.67% Reduced
1845
Realta Investment Advisors
Realta Investment Advisors
Delaware
$42.4M +$1.79M 9 9.98% Increased
1846
Stelac Advisory Services
Stelac Advisory Services
New York
$42.3M -$4.22M 6 11.35% Reduced
1847
Stewart & Patten Company
Stewart & Patten Company
California
$42.1M -$2.04M 6 6.88% Reduced
1848
Maytus Capital Management
Maytus Capital Management
New York
$42M -$9.12M 4 14.39% Reduced
1849
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$42M -$917K 3 5.96% Reduced
1850
Jackson Square Capital
Jackson Square Capital
California
$42M +$551K 7 13.65% Increased