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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
3076
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$11.7M -$13.4M 5 1.92% Reduced
3077
Penn Capital Management
Penn Capital Management
Pennsylvania
$11.7M +$1.32M 1 1.26% Increased
3078
Herbst Group
Herbst Group
Connecticut
$11.7M +$981K 3 9.21% Increased
3079
Unionview LLC
Unionview LLC
Washington
$11.7M -$229K 5 13.02% Reduced
3080
Contrarius Investment Management
Contrarius Investment Management
Jersey
$11.6M +$629K 3 0.75% Increased
3081
OPPTF
OPSEU Pension Plan Trust Fund
Ontario, Canada
$11.6M -$3.22M 7 2.93% Reduced
3082
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.6M +$572K 10 8.47% Increased
3083
XXEC Inc
XXEC Inc
Oklahoma
$11.6M -$500K 2 9.25% Reduced
3084
Beddow Capital Management
Beddow Capital Management
Wyoming
$11.6M -$236K 3 6.83% Reduced
3085
Beaton Management Company
Beaton Management Company
Massachusetts
$11.6M +$1.79M 7 8.22% Increased
3086
Occidental Asset Management
Occidental Asset Management
California
$11.6M -$809K 6 3.44% Reduced
3087
Acorn Financial Advisory Services
Acorn Financial Advisory Services
Virginia
$11.6M -$271K 11 2.76% Reduced
3088
Greystone Financial Group
Greystone Financial Group
Michigan
$11.6M +$412K 3 3.61% Increased
3089
Linden Advisors
Linden Advisors
New York
$11.6M $0 2 0.11% Maintained
3090
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$11.6M -$466K 5 3.21% Reduced
3091
Founders Financial Securities
Founders Financial Securities
Maryland
$11.5M +$522K 5 2.26% Increased
3092
Retirement Planning Company of New England
Retirement Planning Company of New England
Rhode Island
$11.5M +$21.4K 7 7.87% Increased
3093
Baugh & Associates
Baugh & Associates
Georgia
$11.5M -$84.4K 1 7.75% Reduced
3094
Cape Ann Savings Bank
Cape Ann Savings Bank
Massachusetts
$11.5M -$3.06K 4 8.85% Reduced
3095
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$11.5M +$1.65M 1 3.12% Increased
3096
WT Wealth Management
WT Wealth Management
Arizona
$11.5M +$31.2K 3 5.68% Increased
3097
KCS Wealth Advisory
KCS Wealth Advisory
California
$11.5M +$1.42M 5 5.11% Increased
3098
Financial Management Network
Financial Management Network
California
$11.5M -$140K 6 6.1% Reduced
3099
Lavaca Capital
Lavaca Capital
Texas
$11.5M +$689K 4 1.71% Increased
3100
Needham Investment Management
Needham Investment Management
New York
$11.5M +$4.32M 6 2.15% Increased