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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
Hudson Canyon Capital Management
Hudson Canyon Capital Management
New York
$17M -$631K 4 12.72% Reduced
2802
Kingfisher Capital
Kingfisher Capital
North Carolina
$17M +$210K 4 4.33% Increased
2803
CWAG
Compton Wealth Advisory Group
Virginia
$17M +$68K 4 7.93% Increased
2804
WD Rutherford
WD Rutherford
Oregon
$16.9M -$122K 5 9.38% Reduced
2805
22CM
20/20 Capital Management
California
$16.9M +$473K 6 4.37% Increased
2806
HCM
Highlander Capital Management
New Jersey
$16.9M -$445K 13 8.42% Reduced
2807
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$16.9M +$81.8K 1 4.79% Increased
2808
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$16.8M +$103K 3 7.29% Increased
2809
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$16.8M +$228K 16 5.86% Increased
2810
Holowesko Partners
Holowesko Partners
Bahamas
$16.8M -$4.37M 2 4.26% Reduced
2811
Duality Advisers
Duality Advisers
Florida
$16.8M -$6.43M 9 1.49% Reduced
2812
Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning
Connecticut
$16.8M +$322K 6 9% Increased
2813
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$16.8M +$1.4M 4 7.74% Increased
2814
Vigilare Wealth Management
Vigilare Wealth Management
Arizona
$16.8M +$1.3M 10 10.18% Increased
2815
TFG Advisers
TFG Advisers
Michigan
$16.7M -$195K 4 8.08% Reduced
2816
RCIM
Russell Clark Investment Management
United Kingdom
$16.7M -$1.05M 4 12.58% Reduced
2817
CHA
Carmichael Hill & Associates
Maryland
$16.7M -$34.1K 15 8.48% Reduced
2818
Northside Capital Management
Northside Capital Management
Oregon
$16.7M +$186K 6 4.19% Increased
2819
WC Walker & Associates
WC Walker & Associates
California
$16.7M +$595K 6 8.75% Increased
2820
Marathon Capital Management
Marathon Capital Management
Maryland
$16.7M +$280K 8 3.86% Increased
2821
Bank of Stockton
Bank of Stockton
California
$16.6M -$193K 6 5.02% Reduced
2822
Channing Capital Management
Channing Capital Management
Illinois
$16.6M -$245K 2 0.55% Reduced
2823
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$16.6M $0 2 4.83% Maintained
2824
Corsair Capital Management
Corsair Capital Management
New York
$16.6M -$73.2K 2 2.89% Reduced
2825
AAM
AR Asset Management
California
$16.6M -$11.9K 5 4.64% Reduced