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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
1626
CIM
CIM Investment Management
Pennsylvania
$12.5M +$241K 5 5.71% Increased
1627
HI
Handelsinvest Investeringsforvaltning
Denmark
$12.4M +$11.9M 6 4.37% New
1628
ECAM
East Coast Asset Management
Massachusetts
$12.4M +$952K 4 6.79% Increased
1629
PWW
Pettyjohn Wood & White
Virginia
$12.4M -$353K 4 5.25% Reduced
1630
ED
Exane Derivatives
France
$12.3M -$5.74M 7 1.69% Reduced
1631
WIS
Wright Investors Service
Connecticut
$12.3M +$2.15M 6 4.55% Increased
1632
BCM
Beddow Capital Management
Wyoming
$12.3M -$548K 1 5.43% Reduced
1633
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M -$5.13M 7 2.56% Reduced
1634
EIM
Emerson Investment Management
Massachusetts
$12.3M -$325K 3 2.4% Reduced
1635
TC
Towle & Co
Colorado
$12.3M -$386K 1 2.71% Reduced
1636
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$12.3M -$321K 4 5.39% Reduced
1637
MWVC
Morgens Waterfall Vintiadis & Co
New York
$12.3M +$7.45M 3 5.13% Increased
1638
RDM
Retirement Design & Management
Connecticut
$12.3M -$337K 5 6.84% Reduced
1639
MCM
McMillion Capital Management
North Carolina
$12.2M -$727K 3 9.15% Reduced
1640
WCM
Weik Capital Management
Pennsylvania
$12.2M +$204K 4 7.36% Increased
1641
AFWA
Ancora Family Wealth Advisors
Ohio
$12.2M +$4.16M 6 5.21% Increased
1642
SFP
Santa Fe Partners
New Mexico
$12.2M +$152K 5 2% Increased
1643
LA
Lynch & Associates
Indiana
$12.1M +$268K 3 6.22% Increased
1644
MA
Menlo Advisors
California
$12.1M -$2.61M 3 10.62% Reduced
1645
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$12.1M +$90.8K 3 7.43% Increased
1646
Edge Wealth Management
Edge Wealth Management
New York
$12.1M -$3.79M 10 4.55% Reduced
1647
CCT
Capital City Trust
Florida
$12.1M +$702K 4 4.95% Increased
1648
CL
CIM LLC
New York
$12M -$112K 3 5.85% Reduced
1649
MTM
Millennium TVP Management
New York
$12M -$49K 1 10.58% Reduced
1650
DR
Davis Rea
Ontario, Canada
$12M -$318K 3 7.46% Reduced