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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
1401
Apex Capital
Apex Capital
California
$13.1M +$7.34M 1 0.94% Increased
1402
Smead Capital Management
Smead Capital Management
Arizona
$13.1M +$14M 1 0.96% New
1403
OSNBOA
Old Second National Bank of Aurora
Illinois
$13.1M -$400K 7 5.8% Reduced
1404
Penn Capital Management
Penn Capital Management
Pennsylvania
$13M -$2.11M 1 0.51% Reduced
1405
GCM
Grisanti Capital Management
New York
$13M +$382K 3 4.86% Increased
1406
Rand Wealth
Rand Wealth
Maryland
$12.9M -$1.29M 4 1.74% Reduced
1407
BTG Pactual Global Asset Management
BTG Pactual Global Asset Management
Bermuda
$12.9M +$12.5M 2 0.99% New
1408
Citizens Business Bank
Citizens Business Bank
California
$12.9M +$336K 5 2.27% Increased
1409
AT Bancorp
AT Bancorp
Iowa
$12.9M +$7.63M 3 3.57% Increased
1410
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$12.8M -$30.8K 3 3.82% Reduced
1411
Cetera Advisors
Cetera Advisors
Colorado
$12.8M -$2.13M 6 1.18% Reduced
1412
WPIC
White Pine Investment Company
Michigan
$12.7M +$2.87M 3 7.27% Increased
1413
HC
Highmount Capital
New York
$12.7M +$3.98M 5 3.08% Increased
1414
MCM
McRae Capital Management
New Jersey
$12.6M +$248K 2 5.83% Increased
1415
RWA
Ropes Wealth Advisors
Massachusetts
$12.6M +$12.8M 8 6.55% New
1416
MCM
McMillion Capital Management
North Carolina
$12.6M -$500K 4 7.55% Reduced
1417
Narwhal Capital Management
Narwhal Capital Management
Georgia
$12.6M +$712K 4 4.62% Increased
1418
MMG
Monetary Management Group
Missouri
$12.6M -$2.41M 6 5.57% Reduced
1419
Mariner
Mariner
Kansas
$12.6M +$2.6M 6 1.07% Increased
1420
CA
Cornerstone Advisors
North Carolina
$12.6M -$476K 4 2.6% Reduced
1421
SCI
S&CO Inc
Massachusetts
$12.5M +$295K 3 1.78% Increased
1422
GLRA
Gerald L. Ray & Associates
Texas
$12.5M -$374K 5 1.88% Reduced
1423
GHA
Garcia Hamilton & Associates
Texas
$12.5M -$3.49M 4 6.1% Reduced
1424
Sigma Planning Corp
Sigma Planning Corp
Michigan
$12.4M +$62.4K 6 1.65% Increased
1425
TBA
Train Babcock Advisors
New York
$12.4M +$2M 3 3.89% Increased