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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
1601
CCC
Chelsea Counsel Company
California
$14.2M -$66.2K 5 7.29% Reduced
1602
Prelude Capital Management
Prelude Capital Management
New York
$14.2M -$3.87M 13 1.49% Reduced
1603
Evanson Asset Management
Evanson Asset Management
California
$14.2M +$193K 6 4.05% Increased
1604
Spinnaker Trust
Spinnaker Trust
Maine
$14.1M +$145K 5 1.91% Increased
1605
AIIMS
Analyst IMS Investment Management Services
Israel
$14.1M -$530K 7 5.99% Reduced
1606
Lincluden Management
Lincluden Management
Ontario, Canada
$14.1M -$888K 2 2.08% Reduced
1607
CCM
Compton Capital Management
Rhode Island
$14.1M +$38.8K 8 7.73% Increased
1608
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
$14.1M -$120K 5 7.86% Reduced
1609
Toth Financial Advisory
Toth Financial Advisory
Virginia
$14M +$486K 5 4.11% Increased
1610
GW & Wade
GW & Wade
Massachusetts
$13.9M -$4.75M 6 2.51% Reduced
1611
PWW
Pettyjohn Wood & White
Virginia
$13.9M -$138K 4 6.62% Reduced
1612
LIM
Lathrop Investment Management
Arkansas
$13.9M -$157K 1 4.18% Reduced
1613
Moors & Cabot
Moors & Cabot
Massachusetts
$13.8M +$572K 7 2.31% Increased
1614
AIS
American Investment Services
Massachusetts
$13.8M +$4.86M 3 5.74% Increased
1615
AC
Apertura Capital
Texas
$13.8M +$13.5M 2 4.61% New
1616
Rafferty Asset Management
Rafferty Asset Management
New York
$13.8M +$5.93M 6 0.5% Increased
1617
GSBTD
Glenview State Bank Trust Department
Illinois
$13.8M -$552K 5 7.72% Reduced
1618
Grassi Investment Management
Grassi Investment Management
California
$13.7M +$75.2K 7 2.58% Increased
1619
Atika Capital Management
Atika Capital Management
New York
$13.7M +$1.51M 4 5.59% Increased
1620
PAA
Peregrine Asset Advisers
Oregon
$13.7M +$3.49M 7 8.6% Increased
1621
Main Street Research
Main Street Research
Connecticut
$13.6M +$42.2K 5 2.66% Increased
1622
BC
Bruce & Co
Illinois
$13.6M $0 1 3.67% Maintained
1623
MA
Marshwinds Advisory
Georgia
$13.5M -$69.7K 3 6.59% Reduced
1624
MC
Muhlenkamp & Co
Pennsylvania
$13.5M -$45.2K 1 5.11% Reduced
1625
Roundview Capital
Roundview Capital
New Jersey
$13.5M +$393K 6 4.78% Increased