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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
1301
PDT Partners
PDT Partners
New York
$15.9M -$44.2M 3 1.51% Reduced
1302
ARS Investment Partners
ARS Investment Partners
New York
$15.9M -$758K 3 2.7% Reduced
1303
HCM
Hitchwood Capital Management
New York
$15.8M +$15.9M 1 1.38% New
1304
ATC
Argent Trust Company
Louisiana
$15.8M -$557K 4 6.42% Reduced
1305
Element Capital Management
Element Capital Management
New York
$15.8M -$6.61M 1 3.14% Reduced
1306
CC
Cornerstone Capital
California
$15.7M -$310K 2 4.14% Reduced
1307
ASA
Armstrong Shaw Associates
Connecticut
$15.6M -$8.67M 1 2.82% Reduced
1308
MSI Financial Services
MSI Financial Services
Massachusetts
$15.6M -$446K 13 1.69% Reduced
1309
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$15.6M -$688K 3 3.69% Reduced
1310
Bank of the West
Bank of the West
California
$15.5M -$175K 5 2.27% Reduced
1311
MCG
Meru Capital Group
New York
$15.5M +$4.87M 2 5.02% Increased
1312
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$15.5M -$17.2M 9 11.34% Reduced
1313
ICRM
Insight Capital Research & Management
California
$15.4M -$3.53M 5 3.96% Reduced
1314
MTM
Millennium TVP Management
New York
$15.4M $0 2 12.95% Maintained
1315
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$15.4M +$2.54M 5 2.78% Increased
1316
SIPS
Shelter Insurance Profit Sharing
Missouri
$15.4M $0 2 6.07% Maintained
1317
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$15.4M +$4.04M 3 1.81% Increased
1318
GSA Capital Partners
GSA Capital Partners
United Kingdom
$15.4M -$13.5M 9 1.07% Reduced
1319
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$15.4M -$14.2M 0 – Closed
1320
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$15.4M -$150K 4 7.03% Reduced
1321
TCCM
Timber Creek Capital Management
Massachusetts
$15.4M +$1.98M 5 11.96% Increased
1322
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$15.4M -$192K 3 6.29% Reduced
1323
AW
ACG Wealth
Georgia
$15.3M -$399K 7 4.13% Reduced
1324
Cetera Advisors
Cetera Advisors
Colorado
$15.3M -$819K 6 1.49% Reduced
1325
Farmers Trust Company
Farmers Trust Company
Ohio
$15.3M +$355M 4 5.02% Increased