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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
1576
HA
Harbor Advisors
Florida
$64.5M +$1.44M 6 11.99% Increased
1577
CG
Cutler Group
California
$64.5M +$3.24M 31 2.7% Increased
1578
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$64.4M -$619K 5 12.62% Reduced
1579
TwinBeech Capital
TwinBeech Capital
New York
$64.4M +$41.8M 11 3.67% Increased
1580
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
$64.3M +$15.1M 2 13.99% Increased
1581
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$64.2M -$1.15M 6 3.6% Reduced
1582
Foundry Partners
Foundry Partners
Minnesota
$64.2M -$15.8M 6 2.28% Reduced
1583
Vantage Wealth
Vantage Wealth
California
$64.2M +$485K 4 14.2% Increased
1584
Valicenti Advisory Services
Valicenti Advisory Services
New York
$64.2M +$7.24M 6 15.96% Increased
1585
Peak Asset Management
Peak Asset Management
Colorado
$64M -$26.5K 8 14.77% Reduced
1586
Smithfield Trust
Smithfield Trust
Pennsylvania
$64M +$513K 13 3.96% Increased
1587
NBT Bank
NBT Bank
New York
$63.9M -$1.82M 6 8.21% Reduced
1588
Axxcess Wealth Management
Axxcess Wealth Management
California
$63.7M +$64.5M 10 4.65% New
1589
Perry Creek Capital
Perry Creek Capital
New York
$63.6M -$53M 1 10.04% Reduced
1590
Edgar Lomax Company
Edgar Lomax Company
Virginia
$63.5M -$970K 3 3.8% Reduced
1591
Broad Run Investment Management
Broad Run Investment Management
Virginia
$63.5M +$2.73M 2 3.93% Increased
1592
ACG Wealth
ACG Wealth
Georgia
$63.4M -$22M 8 9.01% Reduced
1593
Hills Bank & Trust
Hills Bank & Trust
Iowa
$63.2M -$531K 8 8.69% Reduced
1594
Anchor Investment Management
Anchor Investment Management
South Carolina
$63M +$944K 20 7.83% Increased
1595
Courier Capital
Courier Capital
New York
$63M -$2.51M 6 5.85% Reduced
1596
Ferris Capital
Ferris Capital
Massachusetts
$62.9M -$139K 9 13.69% Reduced
1597
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$62.9M +$2.08M 19 3.57% Increased
1598
Broadleaf Partners
Broadleaf Partners
Ohio
$62.9M -$603K 4 19.3% Reduced
1599
TCM
Trybe Capital Management
Connecticut
$62.6M +$4.18M 3 25.66% Increased
1600
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$62.6M +$28M 7 6.85% Increased