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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
1551
American Assets Investment Management
American Assets Investment Management
California
$13.9M +$150K 5 3.85% Increased
1552
LGC
Laurel Grove Capital
California
$13.9M -$934K 5 7.83% Reduced
1553
SWK
Stephen W. Kidder
$13.9M +$1.94M 6 5.95% Increased
1554
AFIA
America First Investment Advisors
Nebraska
$13.9M +$19.3K 4 6.24% Increased
1555
LAM
Lapides Asset Management
Connecticut
$13.9M -$3.11M 1 2.43% Reduced
1556
AIIMS
Analyst IMS Investment Management Services
Israel
$13.9M -$699K 6 5.78% Reduced
1557
HSA
Hussman Strategic Advisors
Maryland
$13.8M +$4.73M 4 1.97% Increased
1558
PCMK
Paragon Capital Management (Kansas)
Kansas
$13.8M -$582K 2 5.35% Reduced
1559
PP
Prospector Partners
Connecticut
$13.8M -$2.42M 1 2.46% Reduced
1560
SFSIG
San Francisco Sentry Investment Group
California
$13.8M +$7.33M 6 8.64% Increased
1561
AIS
AlphaOne Investment Services
Pennsylvania
$13.8M +$12.7M 5 4.91% Increased
1562
Evanson Asset Management
Evanson Asset Management
California
$13.8M -$180K 6 5.01% Reduced
1563
JAM
JW Asset Management
Florida
$13.7M +$7.57M 1 5.13% Increased
1564
MCA
Morris Capital Advisors
Pennsylvania
$13.7M +$13.4M 4 9.55% New
1565
Peak Asset Management
Peak Asset Management
Colorado
$13.7M +$450K 4 6.73% Increased
1566
Hilton Capital Management
Hilton Capital Management
New York
$13.6M +$4.5M 4 4.39% Increased
1567
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$13.6M -$52.6K 5 6.89% Reduced
1568
TCM
Texan Capital Management
Texas
$13.6M +$57.2K 5 6.08% Increased
1569
RAA
RWC Asset Advisors
Florida
$13.5M +$5.08M 1 13.37% Increased
1570
SCM
Sitrin Capital Management
California
$13.5M +$13.6M 4 11.85% New
1571
LIM
Lathrop Investment Management
Arkansas
$13.5M -$403K 1 4.41% Reduced
1572
CO
Caldwell & Orkin
Georgia
$13.5M +$7.34M 3 4.93% Increased
1573
Wedbush Securities
Wedbush Securities
California
$13.4M +$947K 9 2.43% Increased
1574
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$13.4M +$321K 2 3.46% Increased
1575
CMBA
C.M. Bidwell & Associates
Hawaii
$13.4M -$7.25M 4 3.19% Reduced