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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
3101
Alan B. Lancz & Associates
Alan B. Lancz & Associates
Ohio
$15.5M +$15.3M 6 13.53% New
3102
Legato Capital Management
Legato Capital Management
California
$15.5M +$196K 3 2.86% Increased
3103
Sheets Smith Investment Management
Sheets Smith Investment Management
Texas
$15.5M +$15.2M 2 10.99% New
3104
Belvedere Trading
Belvedere Trading
Illinois
$15.5M -$2.6M 3 0.69% Reduced
3105
Highview Capital Management
Highview Capital Management
Illinois
$15.5M +$15.3M 4 10.02% New
3106
WBG
Wharton Business Group
Pennsylvania
$15.5M +$6.67M 6 0.95% Increased
3107
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$15.4M +$15M 2 0.98% Increased
3108
Birch Capital Management
Birch Capital Management
Texas
$15.4M +$230K 5 9.25% Increased
3109
Olstein Capital Management
Olstein Capital Management
New York
$15.4M -$3.4M 3 1.84% Reduced
3110
Amitell Capital
Amitell Capital
Singapore
$15.4M -$625K 3 10.69% Reduced
3111
Lagoda Investment Management
Lagoda Investment Management
New York
$15.4M -$806K 3 7.3% Reduced
3112
Soapstone Management
Soapstone Management
Maryland
$15.4M $0 2 7.08% Maintained
3113
Aspen Investment Management
Aspen Investment Management
Michigan
$15.4M -$185K 6 7.58% Reduced
3114
Lapides Asset Management
Lapides Asset Management
Connecticut
$15.4M -$3.16M 3 6.71% Reduced
3115
WC Walker & Associates
WC Walker & Associates
California
$15.4M -$71.9K 5 7.61% Reduced
3116
Baker Boyer National Bank
Baker Boyer National Bank
Washington
$15.3M +$15.2M 6 7.05% New
3117
Financial Management Network
Financial Management Network
California
$15.3M -$227K 6 7.03% Reduced
3118
Abundance Wealth Counselors
Abundance Wealth Counselors
Pennsylvania
$15.3M +$8.74M 7 3.93% Increased
3119
Davidson Trust Company
Davidson Trust Company
Washington
$15.3M -$107K 6 10.51% Reduced
3120
FNY Investment Advisers
FNY Investment Advisers
New York
$15.3M +$2.01M 11 8.2% Increased
3121
GWM
GSB Wealth Management
Connecticut
$15.3M +$6.15M 7 4.39% Increased
3122
SkyView Investment Advisors
SkyView Investment Advisors
New Jersey
$15.3M +$11.8M 6 3.43% Increased
3123
WT Wealth Management
WT Wealth Management
Arizona
$15.3M -$238K 3 5.6% Reduced
3124
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$15.2M -$1.34M 5 0.77% Reduced
3125
Glazer Capital LLC
Glazer Capital LLC
New York
$15.2M +$14.8M 1 0.37% Increased