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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
1276
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$22.1M +$12M 2 2.73% Increased
1277
Gerstein Fisher
Gerstein Fisher
New York
$22.1M +$61.5K 6 3.08% Increased
1278
Martin & Co
Martin & Co
Tennessee
$22.1M -$236K 5 7.04% Reduced
1279
HBWM
Hollow Brook Wealth Management
New York
$22.1M +$208K 3 10.94% Increased
1280
Mariner
Mariner
Kansas
$22.1M +$4.23M 7 1.41% Increased
1281
MTC
McDaniel Terry & Co
Texas
$22M -$57.4K 2 5.74% Reduced
1282
Kopernik Global Investors
Kopernik Global Investors
Florida
$22M -$4.43M 1 4.73% Reduced
1283
GLAM
Gardner Lewis Asset Management
Pennsylvania
$21.9M -$1.11M 3 3.45% Reduced
1284
PWM
Patriot Wealth Management
Texas
$21.9M +$28.1K 4 4.54% Increased
1285
ASA
Armstrong Shaw Associates
Connecticut
$21.9M +$2.72M 2 5.16% Increased
1286
IAM
Integre Asset Management
New York
$21.8M -$8.37M 5 5.22% Reduced
1287
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$21.8M -$414K 9 4.16% Reduced
1288
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$21.8M +$3M 4 5.44% Increased
1289
Alta Park Capital
Alta Park Capital
California
$21.8M +$20.8M 4 17.74% New
1290
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$21.8M -$6.36M 6 3.13% Reduced
1291
Parkwood LLC
Parkwood LLC
Ohio
$21.8M +$1.62M 4 3.43% Increased
1292
CDH
Charles D. Hyman
$21.8M -$523K 6 3.59% Reduced
1293
AFAM Capital
AFAM Capital
Texas
$21.8M -$635K 3 3.37% Reduced
1294
EAM
EastBay Asset Management
New York
$21.7M +$20.6M 1 6.27% New
1295
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$21.7M -$1.44M 4 4.44% Reduced
1296
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$21.6M -$816K 5 4.57% Reduced
1297
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$21.5M +$457K 6 4.16% Increased
1298
AW
ACG Wealth
Georgia
$21.5M +$4.32M 6 4.8% Increased
1299
KCP
KDI Capital Partners
North Carolina
$21.4M -$22.6M 3 6.37% Reduced
1300
Thomasville National Bank
Thomasville National Bank
Georgia
$21.4M +$314K 5 7.59% Increased