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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
1876
Atwood & Palmer
Atwood & Palmer
Missouri
$36.6M -$191K 10 3.53% Reduced
1877
Apriem Advisors
Apriem Advisors
California
$36.6M +$3.51M 6 5.67% Increased
1878
Whitener Capital Management
Whitener Capital Management
North Carolina
$36.6M -$626K 9 15.87% Reduced
1879
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$36.5M -$5.46M 3 6.57% Reduced
1880
Allworth Financial
Allworth Financial
California
$36.4M +$6.07M 19 0.75% Increased
1881
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$36.4M -$2.57M 6 4.07% Reduced
1882
Duncker Streett & Co
Duncker Streett & Co
Missouri
$36.3M -$2.34M 8 6.93% Reduced
1883
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$36.2M -$3.1M 6 3.29% Reduced
1884
Mirova
Mirova
France
$36.2M -$627K 7 4.31% Reduced
1885
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$36M -$58.8K 6 8.09% Reduced
1886
CAM
Centre Asset Management
New York
$36M -$1.55M 4 16.58% Reduced
1887
Constitution Capital
Constitution Capital
Connecticut
$36M +$4.56M 3 23.79% Increased
1888
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$36M +$2.91M 3 10.42% Increased
1889
AAM
Autus Asset Management
Arizona
$36M +$1.04M 5 4.23% Increased
1890
Empyrean Capital Partners
Empyrean Capital Partners
California
$36M -$84.3M 1 1.03% Reduced
1891
Princeton Portfolio Strategies Group
Princeton Portfolio Strategies Group
New Jersey
$35.9M +$147K 6 6.95% Increased
1892
Tamar Securities
Tamar Securities
California
$35.8M +$14.3M 4 13.86% Increased
1893
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$35.8M -$88K 7 5.68% Reduced
1894
Riverpark Capital Management
Riverpark Capital Management
New York
$35.8M +$1.24M 6 16.06% Increased
1895
NKCFO LLC
NKCFO LLC
Illinois
$35.8M -$4.78M 7 13.53% Reduced
1896
Roberts, Glore & Co
Roberts, Glore & Co
Illinois
$35.8M -$902K 7 11.19% Reduced
1897
TOBAM
TOBAM
France
$35.7M +$14.6M 8 1.52% Increased
1898
Anomaly Capital Management
Anomaly Capital Management
New York
$35.7M +$24.2M 2 3.49% Increased
1899
Wilsey Asset Management
Wilsey Asset Management
California
$35.7M +$6.5K 1 10.2% Increased
1900
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
$35.6M +$34.5M 5 11.23% New