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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
2701
NVIM
New Vernon Investment Management
Illinois
$1.12M -$169K 1 0.98% Reduced
2702
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$1.12M -$65.2K 4 0.08% Reduced
2703
KBG
Kahn Brothers Group
New York
$1.12M $0 1 0.22% Maintained
2704
CPA
Cowen Prime Advisors
New York
$1.11M $0 7 0.54% Maintained
2705
ACP
Arcus Capital Partners
Georgia
$1.11M +$305K 3 1.07% Increased
2706
NCM
Newgate Capital Management
Connecticut
$1.11M +$145K 2 0.92% Increased
2707
EML
Eos Management LP
New York
$1.11M $0 1 2.12% Maintained
2708
Fenimore Asset Management
Fenimore Asset Management
New York
$1.1M $0 1 0.05% Maintained
2709
FO
FT Options
Illinois
$1.1M -$556K 5 0.94% Reduced
2710
NAM
Nichols Asset Management
Massachusetts
$1.09M $0 3 2.21% Maintained
2711
WIP
Wellesley Investment Partners
Massachusetts
$1.07M +$188K 1 0.58% Increased
2712
CVSC
C.V. Starr & Co
New York
$1.07M +$1.01M 1 5.2% New
2713
JSAM
J. Safra Asset Management
New York
$1.07M -$6.25M 4 1.75% Reduced
2714
KP
Keel Point
Alabama
$1.07M +$209K 2 0.46% Increased
2715
SA
SL Advisors
New Jersey
$1.06M +$1.04M 1 0.98% New
2716
CM
Cornerstone Management
Georgia
$1.06M $0 1 0.64% Maintained
2717
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.05M +$95.8K 4 0.08% Increased
2718
TG
Threshold Group
Washington
$1.05M +$1.08M 2 1.05% New
2719
DTL
Dynamic Technology Lab
Singapore
$1.05M -$1M 3 0.28% Reduced
2720
GS
Gagnon Securities
New York
$1.05M +$5.26K 1 0.49% Increased
2721
BWM
Bernicke Wealth Management
Wisconsin
$1.04M -$734 1 0.94% Reduced
2722
LA
Lucus Advisors
New York
$1.04M -$472K 3 0.85% Reduced
2723
ZCM
Zebra Capital Management
Connecticut
$1.04M +$141K 1 0.36% Increased
2724
FI
FormulaFolio Investments
Michigan
$1.03M +$26.9K 2 0.18% Increased
2725
HC
Hendley & Co
Ohio
$1.03M +$84.3K 1 0.63% Increased