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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
1476
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$11.5M +$5.16M 3 1.67% Increased
1477
SGC
South Georgia Capital
Illinois
$11.5M +$9.6M 7 16.98% Increased
1478
Dock Street Asset Management
Dock Street Asset Management
Florida
$11.5M -$2.23M 3 6.86% Reduced
1479
GPC
Glacier Peak Capital
Washington
$11.5M +$2.88M 1 6.33% Increased
1480
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$11.5M +$2.15M 3 0.31% Increased
1481
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$11.5M +$161K 4 3.1% Increased
1482
UBWV
United Bank (West Virginia)
West Virginia
$11.5M +$22.7K 4 4.34% Increased
1483
Perigon Wealth Management
Perigon Wealth Management
California
$11.4M -$1.98M 6 3.41% Reduced
1484
WA
Westport Advisers
Connecticut
$11.4M $0 1 1.14% Maintained
1485
ANRIA
American National Registered Investment Advisor
Texas
$11.4M -$51.5K 5 5.47% Reduced
1486
ID
Integral Derivatives
New York
$11.4M -$6.45M 2 0.2% Reduced
1487
AssetMark Inc
AssetMark Inc
California
$11.3M +$276K 4 0.26% Increased
1488
Heartland Advisors
Heartland Advisors
Wisconsin
$11.3M +$11.6M 1 0.22% New
1489
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$11.3M -$232K 3 0.98% Reduced
1490
NA
Newport Asia
California
$11.3M +$11.3M 1 3.78% New
1491
WPIC
White Pine Investment Company
Michigan
$11.3M -$213 2 6.8% Reduced
1492
LIM
Lathrop Investment Management
Arkansas
$11.3M -$233K 2 4.28% Reduced
1493
Toth Financial Advisory
Toth Financial Advisory
Virginia
$11.3M +$273K 3 4.25% Increased
1494
CAS
CTC Alternative Strategies
Illinois
$11.2M +$5.54M 1 20.55% Increased
1495
InterOcean Capital
InterOcean Capital
Illinois
$11.2M -$1.01M 4 4.19% Reduced
1496
ICM
Intrepid Capital Management
Florida
$11.1M +$868K 2 3.02% Increased
1497
TCM
Texan Capital Management
Texas
$11.1M +$200K 4 4.7% Increased
1498
TLCM
Tiger Legatus Capital Management
New York
$11.1M +$11.2M 1 3.94% New
1499
CIM
CIM Investment Management
Pennsylvania
$11.1M -$562K 6 5.64% Reduced
1500
SIM
Sterling Investment Management
Arizona
$11.1M -$1.11M 3 7.75% Reduced