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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
3001
HIS
Horizon Investment Services
Indiana
$11.7M -$2.04M 4 8.46% Reduced
3002
Cartica Management
Cartica Management
District of Columbia
$11.7M -$9.8M 2 6.15% Reduced
3003
Sage Rhino Capital
Sage Rhino Capital
California
$11.6M +$1.18M 6 4.68% Increased
3004
Financial Management Network
Financial Management Network
California
$11.6M +$159K 6 5.75% Increased
3005
Highview Capital Management
Highview Capital Management
Illinois
$11.6M +$548K 4 8.63% Increased
3006
David J. Yvars Group
David J. Yvars Group
Florida
$11.6M +$3.3M 4 12.91% Increased
3007
New Millennium Group
New Millennium Group
Utah
$11.6M +$339K 10 12.8% Increased
3008
HBK Investments
HBK Investments
Texas
$11.6M -$1.94M 2 0.08% Reduced
3009
OIA
Optimum Investment Advisors
Illinois
$11.6M -$160K 14 6.23% Reduced
3010
AIM
Aigen Investment Management
New York
$11.6M +$6.42M 10 1.66% Increased
3011
Meridian Investment Counsel
Meridian Investment Counsel
California
$11.5M +$127K 7 5.14% Increased
3012
Light Street Capital Management
Light Street Capital Management
California
$11.5M -$3.59M 2 2.93% Reduced
3013
Lindenwold Advisors
Lindenwold Advisors
Pennsylvania
$11.5M +$30.6K 3 8.53% Increased
3014
Affinity Investment Advisors
Affinity Investment Advisors
California
$11.5M +$191K 6 5.98% Increased
3015
Royal Harbor Partners
Royal Harbor Partners
Texas
$11.5M +$2.88M 5 7.87% Increased
3016
Vigilare Wealth Management
Vigilare Wealth Management
Arizona
$11.5M -$2.36M 6 14.87% Reduced
3017
Orion Capital Management
Orion Capital Management
California
$11.5M +$84.7K 8 9.24% Increased
3018
Sittner & Nelson
Sittner & Nelson
Oregon
$11.5M -$26K 14 7.69% Reduced
3019
Herbst Group
Herbst Group
Connecticut
$11.4M +$669K 3 9.4% Increased
3020
Townsend Asset Management
Townsend Asset Management
North Carolina
$11.4M -$91.3K 5 6.44% Reduced
3021
Activest Wealth Management
Activest Wealth Management
Florida
$11.4M +$7.71M 12 3.7% Increased
3022
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$11.4M +$1.52M 16 2.03% Increased
3023
GYL Financial Synergies
GYL Financial Synergies
Connecticut
$11.4M +$93.5K 6 3.12% Increased
3024
MV Capital Management
MV Capital Management
Maryland
$11.4M +$1.35M 12 1.97% Increased
3025
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$11.4M -$55.8K 4 8.39% Reduced