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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
2526
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$25.1M -$667K 5 10.99% Reduced
2527
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$25.1M +$1.13M 4 9.54% Increased
2528
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$25.1M +$262K 9 5.36% Increased
2529
LVW Advisors
LVW Advisors
New York
$25M -$2.56M 4 4.27% Reduced
2530
RB Capital Management
RB Capital Management
Nevada
$25M +$1.01M 6 7.81% Increased
2531
Harbor Advisory Corp
Harbor Advisory Corp
New Hampshire
$25M -$320K 5 10.14% Reduced
2532
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$25M -$46.1K 5 4.45% Reduced
2533
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$25M -$3.46M 3 10.64% Reduced
2534
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$25M +$14.6K 19 2.61% Increased
2535
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$25M -$22.3K 8 5.5% Reduced
2536
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$24.9M +$3.38M 4 2.24% Increased
2537
SF
Symphony Financial
Texas
$24.9M +$6.64M 5 6.91% Increased
2538
Impala Asset Management
Impala Asset Management
Florida
$24.9M +$5.55M 1 1.97% Increased
2539
Aperture Investors
Aperture Investors
New York
$24.9M -$3.66M 3 3.2% Reduced
2540
Hourglass Capital
Hourglass Capital
Texas
$24.8M -$10.9M 6 8.31% Reduced
2541
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$24.8M +$228K 4 8.25% Increased
2542
C2C Wealth Management
C2C Wealth Management
Arizona
$24.8M +$24.5M 7 3.56% New
2543
RFG Advisory
RFG Advisory
Alabama
$24.8M +$2.99M 7 1.7% Increased
2544
Connable Office Inc
Connable Office Inc
Michigan
$24.8M -$1.14M 5 3.15% Reduced
2545
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management
Florida
$24.8M -$223K 7 19.87% Reduced
2546
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$24.7M +$1.11M 6 3.74% Increased
2547
JGP Wealth Management
JGP Wealth Management
Oregon
$24.7M +$913K 5 4.61% Increased
2548
Core Alternative Capital
Core Alternative Capital
Georgia
$24.7M +$437K 10 4.98% Increased
2549
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$24.7M $0 7 5.26% Maintained
2550
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$24.7M +$6.37M 2 6.53% Increased