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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
1526
JLB & Associates
JLB & Associates
Michigan
$30.7M +$9.6K 2 6.21% Increased
1527
WA
Winfield Associates
Ohio
$30.6M +$334K 6 15.84% Increased
1528
Linscomb Wealth
Linscomb Wealth
Texas
$30.5M -$158K 6 2.51% Reduced
1529
CCM
Campbell Capital Management
Florida
$30.5M +$4.88M 5 24.37% Increased
1530
WDA
Wendell David Associates
New Hampshire
$30.5M +$1.42M 6 4.57% Increased
1531
Atika Capital Management
Atika Capital Management
New York
$30.4M +$4.13M 4 5.98% Increased
1532
NIT
NumerixS Investment Technologies
British Columbia, Canada
$30.4M +$5.22M 13 8.79% Increased
1533
RIA
RPG Investment Advisory
California
$30.3M +$1.06M 8 7.14% Increased
1534
FAIM
Financial Advocates Investment Management
Washington
$30.3M -$503K 8 3.52% Reduced
1535
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$30.3M -$1.95M 9 4.65% Reduced
1536
VW
Vantage Wealth
California
$30.2M +$8.37M 4 12.47% Increased
1537
PCM
Princeton Capital Management
New Jersey
$30.2M -$1.13M 8 14.72% Reduced
1538
ACC
Accident Compensation Corp
New Zealand
$30.1M +$1.87M 7 7.23% Increased
1539
FWC
First Washington Corp
Washington
$30.1M +$2.43M 6 14.83% Increased
1540
SA
Strategic Advisors
New York
$30.1M +$917 8 11.46% Increased
1541
Whitney & Co
Whitney & Co
New York
$30.1M -$350K 6 6.76% Reduced
1542
Community Bank
Community Bank
New York
$29.9M +$1.26M 6 5.75% Increased
1543
CCM
Crossvault Capital Management
Texas
$29.8M -$568K 4 14.62% Reduced
1544
CRCM
Crystal Rock Capital Management
Illinois
$29.8M $0 5 22.04% Maintained
1545
Virtu Financial
Virtu Financial
New York
$29.8M +$1.54M 15 1.75% Increased
1546
GLCM
Greenlea Lane Capital Management
Connecticut
$29.8M +$1.55M 1 16.4% Increased
1547
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$29.7M -$916K 3 4.93% Reduced
1548
Park Presidio Capital
Park Presidio Capital
California
$29.7M -$20.2M 1 3.7% Reduced
1549
PIM
Progressive Investment Management
Oregon
$29.7M +$116K 5 16.64% Increased
1550
HCM
Horiko Capital Management
New York
$29.6M -$184K 3 22.51% Reduced