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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
KAS
Kemnay Advisory Services
New York
$27.7M +$300K 5 18.2% Increased
1277
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$27.6M +$110K 7 4.69% Increased
1278
Community Bank
Community Bank
New York
$27.6M -$1.02M 6 5.81% Reduced
1279
AW
ACG Wealth
Georgia
$27.6M +$2.92M 6 5.06% Increased
1280
MIM
Manitou Investment Management
Ontario, Canada
$27.6M -$554K 2 7.67% Reduced
1281
FI
FCM Investments
Texas
$27.6M -$2.16M 6 17.37% Reduced
1282
Ionic Capital Management
Ionic Capital Management
New York
$27.5M +$13.7M 6 1.69% Increased
1283
JWBC
J.W. Burns & Co
New York
$27.5M +$455K 7 7.59% Increased
1284
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$27.5M -$1.25M 5 6.61% Reduced
1285
Main Street Research
Main Street Research
Connecticut
$27.5M +$770K 5 4.82% Increased
1286
Sabal Trust
Sabal Trust
Florida
$27.5M -$2.36M 3 3.07% Reduced
1287
RCM
Raging Capital Management
New Jersey
$27.3M +$39.1M 1 2.81% New
1288
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$27.3M +$4.34M 5 5.35% Increased
1289
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$27.3M +$242K 4 6.29% Increased
1290
RCIM
Russell Clark Investment Management
United Kingdom
$27.3M +$2.45M 2 4.56% Increased
1291
MIM
Marco Investment Management
Georgia
$27.3M +$279K 8 4.63% Increased
1292
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$27.3M +$41K 5 7.11% Increased
1293
LPC
Lion Point Capital
New York
$27.2M +$26.5M 1 3.98% New
1294
BPM
Bowling Portfolio Management
Ohio
$27.2M -$626K 8 4.49% Reduced
1295
SFG
Sather Financial Group
Texas
$27.1M -$79K 3 8.46% Reduced
1296
HLA
Hamilton Lane Advisors
Pennsylvania
$27.1M +$2.36M 3 13.64% Increased
1297
WCP
Welch Capital Partners
New York
$27M -$4.33M 3 8.92% Reduced
1298
Twin Tree Management
Twin Tree Management
Texas
$27M -$9.05M 6 0.25% Reduced
1299
BFIC
Bedell Frazier Investment Counselling
California
$27M -$4.61M 2 10.24% Reduced
1300
CAM
Columbia Asset Management
Michigan
$27M +$191K 6 9.03% Increased