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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
1451
Shufro Rose & Co
Shufro Rose & Co
New York
$16.5M +$212K 3 1.9% Increased
1452
RNC Capital Management
RNC Capital Management
California
$16.4M -$680K 6 1.65% Reduced
1453
AssetMark Inc
AssetMark Inc
California
$16.4M +$6.08M 12 0.3% Increased
1454
YP
Yellowstone Partners
Idaho
$16.3M -$6.55M 5 7.36% Reduced
1455
TLCM
Tiger Legatus Capital Management
New York
$16.3M +$15.5M 1 5.34% New
1456
WAM
Winslow Asset Management
Ohio
$16.3M +$5.81M 3 3.23% Increased
1457
Mitchell Capital Management
Mitchell Capital Management
Kansas
$16.3M +$746K 1 5.45% Increased
1458
PSCM
Prince Street Capital Management
New York
$16.3M +$27.1M 2 9.86% New
1459
BLAM
Bourne Lent Asset Management
New York
$16.3M -$31.4K 5 12.32% Reduced
1460
Connable Office Inc
Connable Office Inc
Michigan
$16.2M +$2.86M 7 4.66% Increased
1461
DBG
De Burlo Group
Massachusetts
$16.2M +$8.73M 5 3.8% Increased
1462
TBA
Train Babcock Advisors
New York
$16.2M -$459K 4 6.18% Reduced
1463
WBG
Wharton Business Group
Pennsylvania
$16.2M -$334K 5 1.6% Reduced
1464
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$16.2M +$397K 3 5.05% Increased
1465
Global X Management Company
Global X Management Company
New York
$16.1M +$3.91M 10 1.09% Increased
1466
Robeco Schweiz
Robeco Schweiz
Switzerland
$16.1M +$210K 4 1.38% Increased
1467
SCI
S&CO Inc
Massachusetts
$16.1M -$134K 5 2.7% Reduced
1468
TCCM
Timber Creek Capital Management
Massachusetts
$16.1M -$92K 6 14.44% Reduced
1469
NWAM LLC
NWAM LLC
Washington
$16.1M +$12.8M 7 6.56% Increased
1470
RWA
Ropes Wealth Advisors
Massachusetts
$16.1M +$2.66M 10 7.07% Increased
1471
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$16.1M +$312K 4 5.98% Increased
1472
BIC
Bridges Investment Counsel
Nebraska
$16M $0 4 2.78% Maintained
1473
Carroll Financial Associates
Carroll Financial Associates
North Carolina
$16M -$263K 10 3.33% Reduced
1474
MC
Muhlenkamp & Co
Pennsylvania
$16M -$109K 1 4.81% Reduced
1475
Simmons First Trust
Simmons First Trust
Arkansas
$16M +$13.9M 9 1.83% Increased