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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
New England Asset Management
New England Asset Management
Connecticut
$16.5M +$261K 5 0.31% Increased
1852
City Holding Co
City Holding Co
West Virginia
$16.5M +$797K 10 5.27% Increased
1853
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
$16.5M +$1.64M 7 10.17% Increased
1854
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
$16.5M +$143K 4 6.66% Increased
1855
Steginsky Capital
Steginsky Capital
New York
$16.4M +$364K 2 14.79% Increased
1856
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$16.4M +$6.94M 11 2.52% Increased
1857
Congress Park Capital
Congress Park Capital
New York
$16.4M +$768K 7 16.86% Increased
1858
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$16.4M +$5.51M 7 4.08% Increased
1859
Hilton Capital Management
Hilton Capital Management
New York
$16.4M -$1.03M 4 2.64% Reduced
1860
TRB Advisors
TRB Advisors
New York
$16.4M -$5.36M 3 34.07% Reduced
1861
Martin Investment Management
Martin Investment Management
Florida
$16.3M -$10.6K 2 4.14% Reduced
1862
AIS
AlphaOne Investment Services
Pennsylvania
$16.3M +$8.08M 11 4.49% Increased
1863
SG
Swarthmore Group
Pennsylvania
$16.3M -$1.71M 2 3.88% Reduced
1864
Aviance Capital Management
Aviance Capital Management
Florida
$16.3M +$6.08M 5 1.26% Increased
1865
Legacy Private Trust
Legacy Private Trust
Wisconsin
$16.3M -$1.77M 5 1.9% Reduced
1866
Toth Financial Advisory
Toth Financial Advisory
Virginia
$16.3M -$1.03M 10 3.95% Reduced
1867
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$16.2M +$1.35M 6 2.39% Increased
1868
Stanley Capital Management
Stanley Capital Management
Texas
$16.2M +$3.21M 3 7.31% Increased
1869
Oak Grove Capital
Oak Grove Capital
New Hampshire
$16.2M +$1.84M 5 17.84% Increased
1870
Dillon & Associates
Dillon & Associates
Michigan
$16.1M +$463K 5 6.24% Increased
1871
NTV Asset Management
NTV Asset Management
West Virginia
$16.1M -$373K 7 4.57% Reduced
1872
Pensionfund Sabic
Pensionfund Sabic
Netherlands
$16.1M -$927K 4 4.58% Reduced
1873
Adalta Capital Management
Adalta Capital Management
New York
$16M +$239K 5 12.22% Increased
1874
HIC
Harbor Island Capital
Massachusetts
$16M $0 3 14.27% Maintained
1875
SignatureFD
SignatureFD
Georgia
$16M +$1.54M 13 1.88% Increased