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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
Fiduciary Trust International
Fiduciary Trust International
Massachusetts
$8.68M -$957K 4 2.84% Reduced
1852
NME
Notis-McConarty Edward
$8.68M -$780K 5 6.09% Reduced
1853
CL
CIM LLC
New York
$8.68M +$178K 3 4.34% Increased
1854
HGI
Hansberger Growth Investors
Wisconsin
$8.65M -$2.24M 1 6.71% Reduced
1855
PAA
Peregrine Asset Advisers
Oregon
$8.64M -$475K 7 5.73% Reduced
1856
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$8.62M +$63.4K 6 4.91% Increased
1857
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$8.6M +$33.8K 5 2.46% Increased
1858
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$8.56M +$1.03M 6 2.56% Increased
1859
BRM
Boston Research & Management
Massachusetts
$8.56M +$6.65K 5 5.19% Increased
1860
RIG
Renaissance Investment Group
Massachusetts
$8.56M +$376K 4 4.25% Increased
1861
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$8.54M +$3.72M 6 3.74% Increased
1862
RGC
Roberts, Glore & Co
Illinois
$8.54M +$173K 6 6.48% Increased
1863
HI
Handelsinvest Investeringsforvaltning
Denmark
$8.54M -$4.36M 3 3.24% Reduced
1864
WSC
Wellington Shields & Co
New York
$8.53M +$330K 4 5.29% Increased
1865
RCA
Rex Capital Advisors
Rhode Island
$8.52M -$299K 1 8.93% Reduced
1866
DWM
Dorchester Wealth Management
Quebec, Canada
$8.52M -$4.58M 3 3.16% Reduced
1867
SA
Strategic Advisors
New York
$8.52M +$836K 6 4.92% Increased
1868
CAM
Chesapeake Asset Management
New York
$8.49M -$6.7M 3 6.91% Reduced
1869
1GA
1st Global Advisors
Texas
$8.46M +$2.51M 6 1.17% Increased
1870
HKIM
Hayek Kallen Investment Management
Alabama
$8.45M +$15.5K 2 6.06% Increased
1871
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$8.44M +$487K 7 0.96% Increased
1872
VEPM
Vista Equity Partners Management
California
$8.44M -$2.16M 2 3.68% Reduced
1873
NTV Asset Management
NTV Asset Management
West Virginia
$8.44M +$456K 5 3.2% Increased
1874
CBN
Cadence Bank NA
Texas
$8.44M +$247K 6 4.15% Increased
1875
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$8.42M +$674K 5 1.46% Increased