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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
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$23.2M -$94.8K 6 4.24% Reduced
1552
WA
Winfield Associates
Ohio
$23.1M -$815K 10 11.71% Reduced
1553
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$23.1M -$11.6M 5 1.18% Reduced
1554
CWA Asset Management Group
CWA Asset Management Group
Florida
$23.1M -$581K 6 6.11% Reduced
1555
BAC
Boys Arnold & Co
North Carolina
$23.1M +$215K 9 3.47% Increased
1556
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$23.1M -$65.8K 8 3.86% Reduced
1557
JAM
JCIC Asset Management
Ontario, Canada
$23M -$442K 3 7.56% Reduced
1558
FG
Formula Growth
Quebec, Canada
$22.9M +$3.93M 2 3.01% Increased
1559
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$22.9M -$1.74M 7 5.01% Reduced
1560
FIM
Freedom Investment Management
Connecticut
$22.9M -$135K 12 1.17% Reduced
1561
YWP
YorkBridge Wealth Partners
New York
$22.8M +$243K 15 11.01% Increased
1562
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$22.8M +$22.3M 4 7.11% New
1563
John G. Ullman & Associates
John G. Ullman & Associates
New York
$22.8M +$97.7K 5 4.54% Increased
1564
Kora Management
Kora Management
New York
$22.8M +$4.89M 1 14.47% Increased
1565
Hood River Capital Management
Hood River Capital Management
Florida
$22.8M +$15.9M 2 1.32% Increased
1566
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$22.7M +$430K 5 10.07% Increased
1567
Lyell Wealth Management
Lyell Wealth Management
California
$22.7M +$25K 5 9.02% Increased
1568
SI
Sensato Investors
California
$22.7M +$22.7M 2 2.85% New
1569
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$22.7M +$203K 8 1.42% Increased
1570
IVMX
Institutional Venture Management XV
California
$22.7M +$23.8M 1 19.44% New
1571
Professional Advisory Services
Professional Advisory Services
Florida
$22.6M -$750K 5 4.77% Reduced
1572
Hendershot Investments
Hendershot Investments
Virginia
$22.6M +$669K 6 9.09% Increased
1573
PIM
Progressive Investment Management
Oregon
$22.6M +$656K 5 15.16% Increased
1574
Advisors Capital Management
Advisors Capital Management
New Jersey
$22.6M -$16.1M 2 1.79% Reduced
1575
Exchange Capital Management
Exchange Capital Management
Michigan
$22.5M -$914K 6 7.09% Reduced