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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
1651
WDA
Wendell David Associates
New Hampshire
$23M -$4.91K 6 3.92% Reduced
1652
CCM
Compton Capital Management
Rhode Island
$23M +$56.4K 8 9.71% Increased
1653
BIM
Bridgecreek Investment Management
Oklahoma
$22.9M +$341K 4 4.99% Increased
1654
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$22.9M -$2.87M 9 3.59% Reduced
1655
CBT
Central Bank & Trust
Kentucky
$22.9M +$466K 6 5.7% Increased
1656
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$22.8M -$93.9K 6 9.07% Reduced
1657
GCP
Garelick Capital Partners
Massachusetts
$22.8M -$29.1M 1 4.66% Reduced
1658
LVM Capital Management
LVM Capital Management
Michigan
$22.7M +$2.01K 6 5.48% Increased
1659
PCR
Potrero Capital Research
California
$22.7M +$3.67M 5 16.9% Increased
1660
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$22.7M -$1.41M 7 2.42% Reduced
1661
BCM
Bluefin Capital Management
New York
$22.7M -$237K 3 1.72% Reduced
1662
SNT
Security National Trust
West Virginia
$22.7M +$132K 9 7.52% Increased
1663
BRC
Bell Rock Capital
Delaware
$22.6M -$280K 7 11.44% Reduced
1664
SCM
Sanoor Capital Management
Connecticut
$22.5M +$20.2M 1 9.65% New
1665
FPFS
First Personal Financial Services
North Carolina
$22.5M -$16.4M 12 7.53% Reduced
1666
BSPF
British Steel Pension Fund
United Kingdom
$22.5M -$24.6M 8 3.62% Reduced
1667
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$22.5M -$201K 6 3.47% Reduced
1668
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$22.4M -$2.17M 5 8.29% Reduced
1669
Howard Capital Management
Howard Capital Management
Georgia
$22.4M +$1.18M 2 2.45% Increased
1670
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$22.4M -$1.06M 3 0.28% Reduced
1671
PP
Prospector Partners
Connecticut
$22.3M +$2.23M 2 3.11% Increased
1672
Wexford Capital
Wexford Capital
Florida
$22.3M +$16.7M 4 1.43% Increased
1673
SAM
SP Asset Management
California
$22.3M +$21.9M 5 6.09% New
1674
LIM
Lagoda Investment Management
New York
$22.3M -$8.01M 3 9.26% Reduced
1675
Holderness Investments Company
Holderness Investments Company
North Carolina
$22.3M -$140K 7 10.83% Reduced