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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
Cable Hill Partners
Cable Hill Partners
Oregon
$11.2M +$561K 6 2.01% Increased
3002
SRAM
Spouting Rock Asset Management
Pennsylvania
$11.2M -$362K 5 8.31% Reduced
3003
Chiron Investment Management
Chiron Investment Management
New York
$11.2M +$11.2M 1 2.62% New
3004
MV Capital Management
MV Capital Management
Maryland
$11.2M +$46.3K 12 1.72% Increased
3005
Long Corridor Asset Management
Long Corridor Asset Management
Hong Kong
$11.2M -$1.67M 2 12.46% Reduced
3006
GSA Capital Partners
GSA Capital Partners
United Kingdom
$11.1M +$5.59M 17 1.38% Increased
3007
HIS
Horizon Investment Services
Indiana
$11.1M -$176K 4 8.09% Reduced
3008
Chase Investment Counsel
Chase Investment Counsel
Virginia
$11.1M -$3.65M 2 6.82% Reduced
3009
Silver Oak Securities
Silver Oak Securities
Tennessee
$11.1M +$5.64M 6 2.09% Increased
3010
Agate Pass Investment Management
Agate Pass Investment Management
Washington
$11.1M +$141K 5 7.88% Increased
3011
Port Capital
Port Capital
Illinois
$11.1M -$11.3M 5 0.8% Reduced
3012
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$11.1M +$10.9M 2 3.28% New
3013
Hudson Canyon Capital Management
Hudson Canyon Capital Management
New York
$11.1M -$1.34M 3 10.26% Reduced
3014
Accredited Investors
Accredited Investors
Minnesota
$11.1M -$378K 6 0.94% Reduced
3015
Summit Place Financial Advisors
Summit Place Financial Advisors
New Jersey
$11.1M +$3.51M 4 9.13% Increased
3016
Solstein Capital
Solstein Capital
California
$11.1M -$673K 6 9.27% Reduced
3017
Ballast Advisors
Ballast Advisors
Minnesota
$11M +$1.91M 7 4.84% Increased
3018
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$11M -$1.14M 11 1.53% Reduced
3019
Cohen Investment Advisors
Cohen Investment Advisors
New Hampshire
$11M +$157K 5 9.2% Increased
3020
Pecaut & Co
Pecaut & Co
Iowa
$11M -$209K 3 5.24% Reduced
3021
Adirondack Trust Company
Adirondack Trust Company
New York
$11M -$79.4K 11 5.71% Reduced
3022
CWM
CCG Wealth Management
California
$11M +$468K 5 6.12% Increased
3023
Baugh & Associates
Baugh & Associates
Georgia
$11M +$319K 1 7.14% Increased
3024
Beaumont Asset Management
Beaumont Asset Management
Texas
$11M +$39.5K 3 8.06% Increased
3025
Doliver Advisors
Doliver Advisors
Texas
$11M -$855K 5 3.62% Reduced