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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
2826
Roanoke Asset Management
Roanoke Asset Management
New Jersey
$14.2M -$154K 4 6.16% Reduced
2827
Legacy Advisors
Legacy Advisors
Pennsylvania
$14.2M +$110K 5 6.26% Increased
2828
TwinBeech Capital
TwinBeech Capital
New York
$14.2M -$13.9M 6 2.07% Reduced
2829
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$14.2M -$266K 1 4.1% Reduced
2830
KSCM
Kamunting Street Capital Management
Florida
$14.2M -$1.62M 2 5.59% Reduced
2831
Boyar Asset Management
Boyar Asset Management
New York
$14.2M -$224K 4 9.57% Reduced
2832
Castellan Group
Castellan Group
Kentucky
$14.1M +$12.6M 3 7.56% Increased
2833
Tower View Wealth Management
Tower View Wealth Management
Wisconsin
$14.1M +$103K 5 7.74% Increased
2834
Two Sigma Securities
Two Sigma Securities
New York
$14.1M +$1.22M 7 0.78% Increased
2835
NWK Group
NWK Group
California
$14.1M -$707K 6 6.16% Reduced
2836
Lagoda Investment Management
Lagoda Investment Management
New York
$14.1M -$183K 3 7.03% Reduced
2837
Fairhaven Wealth Management
Fairhaven Wealth Management
Illinois
$14.1M +$1.85M 5 5.91% Increased
2838
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management
California
$14.1M +$249K 7 9.4% Increased
2839
Front Row Advisors
Front Row Advisors
California
$14.1M +$170K 13 6.83% Increased
2840
Calton & Associates
Calton & Associates
Florida
$14.1M -$478K 10 2.74% Reduced
2841
Clearline Capital
Clearline Capital
New York
$14.1M -$5.12M 3 1.82% Reduced
2842
Charter Research & Investment Group
Charter Research & Investment Group
Connecticut
$14.1M -$155K 6 12.28% Reduced
2843
Bank OZK
Bank OZK
Arkansas
$14.1M +$68.1K 6 6.47% Increased
2844
HBW Advisory Services
HBW Advisory Services
California
$14.1M +$1.22M 7 3.74% Increased
2845
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$14.1M -$1.31M 7 4.87% Reduced
2846
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$14M -$2.13M 4 6% Reduced
2847
PHM
Prospect Hill Management
New Jersey
$14M +$558K 4 11.07% Increased
2848
RDA Financial Network
RDA Financial Network
Iowa
$14M +$645K 4 6% Increased
2849
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$14M +$11.6M 4 0.12% Increased
2850
Montgomery Investment Management
Montgomery Investment Management
Maryland
$14M +$8.79K 5 5.35% Increased