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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
1851
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$6.22M +$6.56M 5 1.4% New
1852
CM
Capital Management
Virginia
$6.21M -$1.35M 3 2.1% Reduced
1853
MWP
MYCIO Wealth Partners
Pennsylvania
$6.2M +$168K 8 1.26% Increased
1854
Channing Capital Management
Channing Capital Management
Illinois
$6.19M +$1.89M 1 0.28% Increased
1855
Cypress Capital Group
Cypress Capital Group
Florida
$6.19M +$262K 6 1.41% Increased
1856
MJP
Michael J. Puzo
$6.18M +$764K 5 3.95% Increased
1857
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$6.18M +$6.22M 5 1.21% New
1858
Hilton Capital Management
Hilton Capital Management
New York
$6.17M +$4.72M 3 2.19% Increased
1859
MPAM
Murphy Pohlad Asset Management
Minnesota
$6.17M +$751K 3 4.72% Increased
1860
AA
AlphaMark Advisors
Kentucky
$6.16M -$291K 6 3.45% Reduced
1861
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$6.14M +$178K 4 4.38% Increased
1862
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$6.13M +$110K 4 2.8% Increased
1863
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$6.12M +$580K 5 0.89% Increased
1864
Alley Company
Alley Company
Illinois
$6.11M -$167K 3 2.99% Reduced
1865
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.11M -$796K 3 2.39% Reduced
1866
BKA
Brick & Kyle Associates
Pennsylvania
$6.1M +$264K 7 5.23% Increased
1867
CCM
CrestPoint Capital Management
Missouri
$6.08M -$579K 4 3.16% Reduced
1868
BancorpSouth
BancorpSouth
Mississippi
$6.08M +$534K 4 0.65% Increased
1869
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$6.08M +$3.88M 1 4.05% Increased
1870
IAA
Ironsides Asset Advisors
North Carolina
$6.07M +$781K 5 1.65% Increased
1871
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$6.06M +$1.46M 9 2.66% Increased
1872
Herald Investment Management
Herald Investment Management
United Kingdom
$6.06M $0 5 2.19% Maintained
1873
Blue Chip Partners
Blue Chip Partners
Michigan
$6.05M +$199K 3 4.1% Increased
1874
Navellier & Associates
Navellier & Associates
Nevada
$6.03M +$711K 3 0.55% Increased
1875
AUIM
Aegon USA Investment Management
Iowa
$6.02M $0 1 0.04% Maintained