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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
2601
GMCM
Gruber & McBaine Capital Management
California
$763K $0 2 0.21% Maintained
2602
Wellesley Asset Management
Wellesley Asset Management
New Hampshire
$739K +$753K 1 0.04% New
2603
Ranger Investment Management
Ranger Investment Management
Texas
$738K +$143K 1 0.04% Increased
2604
CWM
Cranbrook Wealth Management
Michigan
$731K +$155K 5 0.45% Increased
2605
BGA
Belmont Global Advisors
Texas
$729K +$242K 1 0.72% Increased
2606
SA
SRH Advisors
Kansas
$728K $0 4 4.96% Maintained
2607
Rice Hall James & Associates
Rice Hall James & Associates
California
$726K $0 1 0.04% Maintained
2608
LWM
Lenox Wealth Management
Ohio
$718K -$98.7K 5 0.47% Reduced
2609
SIC
Shoker Investment Counsel
Ohio
$718K -$60.5K 1 0.67% Reduced
2610
PCM
Perkins Capital Management
Minnesota
$716K -$291K 2 0.61% Reduced
2611
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$710K +$718K 6 0.3% New
2612
TI
Telemetry Investments
New York
$709K +$728K 2 0.44% New
2613
AIS
AlphaOne Investment Services
Pennsylvania
$704K -$4.3M 2 0.26% Reduced
2614
AWA
ARS Wealth Advisors
Florida
$697K -$33.3K 2 0.3% Reduced
2615
Gould Asset Management
Gould Asset Management
California
$696K +$140K 2 0.34% Increased
2616
NCA
New Century Advisors
Maryland
$693K +$700K 1 0.58% New
2617
ACM
Alethea Capital Management
Washington
$689K +$697K 1 0.7% New
2618
BWM
Biltmore Wealth Management
Arizona
$683K +$690K 1 0.59% New
2619
RBCM
Raub Brock Capital Management
California
$681K $0 1 0.24% Maintained
2620
GAM
Garrison Asset Management
Arkansas
$679K $0 2 0.51% Maintained
2621
KLCM Advisors
KLCM Advisors
Wisconsin
$679K +$22K 1 0.18% Increased
2622
VAM
Verity Asset Management
North Carolina
$672K $0 1 0.65% Maintained
2623
BCM
Basso Capital Management
Connecticut
$667K +$320K 1 0.11% Increased
2624
NCA
NCM Capital Advisers
North Carolina
$655K +$68.5K 1 0.92% Increased
2625
Edgestream Partners
Edgestream Partners
New Jersey
$654K -$184K 1 1.49% Reduced