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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
2801
New Potomac Partners
New Potomac Partners
Maryland
$8.7M +$79.7K 5 8.11% Increased
2802
USA Financial Formulas
USA Financial Formulas
Michigan
$8.69M +$7.95M 5 3.61% Increased
2803
SCA
Strategic Capital Advisers
Colorado
$8.69M -$263K 4 8.14% Reduced
2804
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$8.69M -$949K 2 48.95% Reduced
2805
Fort Point Capital Partners
Fort Point Capital Partners
California
$8.68M -$61.4K 5 3.12% Reduced
2806
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$8.67M +$157K 3 2.28% Increased
2807
Stableford Capital II
Stableford Capital II
Arizona
$8.66M -$18K 4 7.91% Reduced
2808
Corsair Capital Management
Corsair Capital Management
New York
$8.66M -$671K 2 2.6% Reduced
2809
Trust Company
Trust Company
Kansas
$8.65M -$117K 8 7.6% Reduced
2810
Callodine Capital Management
Callodine Capital Management
Massachusetts
$8.65M -$4.08M 1 3.42% Reduced
2811
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.64M -$2.4M 2 3.47% Reduced
2812
MFP
Michael F. Price
$8.64M +$2.66M 2 1.21% Increased
2813
Armistice Capital
Armistice Capital
New York
$8.61M +$3.48M 2 0.5% Increased
2814
Martin Investment Management
Martin Investment Management
Florida
$8.6M -$7.1M 3 2.98% Reduced
2815
New Jersey Better Educational Savings Trust
New Jersey Better Educational Savings Trust
New Jersey
$8.6M -$1.26M 5 14.65% Reduced
2816
Poehling Capital Management
Poehling Capital Management
Wisconsin
$8.6M -$12.1K 3 5.63% Reduced
2817
Curtis Advisory Group
Curtis Advisory Group
California
$8.58M +$8.2M 4 4.94% New
2818
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$8.57M +$4.37M 3 1.41% Increased
2819
MAA
Mraz Amerine & Associates
California
$8.54M -$227K 1 2.44% Reduced
2820
Northside Capital Management
Northside Capital Management
Oregon
$8.54M -$33.2K 5 2.9% Reduced
2821
Intrepid Capital Management
Intrepid Capital Management
Florida
$8.53M -$223K 3 4.58% Reduced
2822
Lincluden Management
Lincluden Management
Ontario, Canada
$8.53M -$445K 2 0.77% Reduced
2823
EWG
Executive Wealth Group
Washington
$8.52M +$90.3K 3 6.46% Increased
2824
Algert Global
Algert Global
California
$8.51M +$1.93M 6 2.54% Increased
2825
Beaumont Asset Management
Beaumont Asset Management
Texas
$8.5M +$8.06M 3 8.12% New