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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
2901
Private Harbour Investment Management & Counsel
Private Harbour Investment Management & Counsel
Ohio
$15.2M -$308K 4 13.39% Reduced
2902
Minot Capital
Minot Capital
Colorado
$15.2M +$15.5M 1 2.6% New
2903
Members Trust
Members Trust
Florida
$15.1M -$79.5K 6 0.47% Reduced
2904
Bank of Marin
Bank of Marin
California
$15.1M -$934K 5 11.07% Reduced
2905
EWG
Executive Wealth Group
Washington
$15.1M +$8.69K 3 9.25% Increased
2906
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$15.1M -$221M 3 0.21% Reduced
2907
Channing Capital Management
Channing Capital Management
Illinois
$15.1M -$259K 2 0.47% Reduced
2908
BCM
Breiter Capital Management
Florida
$15.1M +$86.7K 6 8.63% Increased
2909
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$15.1M -$242K 4 9.36% Reduced
2910
SAM
Stenahm Asset Management
Guernsey
$15.1M -$6.4M 2 9.84% Reduced
2911
United Bank (Georgia)
United Bank (Georgia)
Georgia
$15.1M +$150K 4 9.57% Increased
2912
Community Capital Management
Community Capital Management
Florida
$15.1M -$1.33M 5 15.64% Reduced
2913
Orser Capital Management
Orser Capital Management
Texas
$15M +$340K 4 8.27% Increased
2914
West Oak Capital
West Oak Capital
California
$15M -$732K 11 5.81% Reduced
2915
Gables Capital Management
Gables Capital Management
Florida
$15M +$1.05M 6 9.77% Increased
2916
Wealth Advisors of Tampa Bay
Wealth Advisors of Tampa Bay
Florida
$15M -$712K 4 8.26% Reduced
2917
PM
Parametrica Management
Hong Kong
$14.9M -$1.22M 5 11.17% Reduced
2918
HNP Capital
HNP Capital
New York
$14.9M +$227K 5 3.74% Increased
2919
AIM
Axiom Investment Management
New York
$14.9M -$5.06M 4 15.01% Reduced
2920
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$14.9M -$171K 7 3.32% Reduced
2921
Herold Advisors
Herold Advisors
New York
$14.9M +$15.4M 10 5.8% New
2922
Cowen and Company
Cowen and Company
New York
$14.9M +$14.7M 1 0.71% Increased
2923
Security National Bank of So Dak
Security National Bank of So Dak
Iowa
$14.9M +$299K 6 11.4% Increased
2924
HUB Investment Partners
HUB Investment Partners
Texas
$14.9M +$206K 8 3.54% Increased
2925
Lagoda Investment Management
Lagoda Investment Management
New York
$14.9M -$772K 3 7.42% Reduced