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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
1676
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$16.4M +$1.01M 3 3.62% Increased
1677
SG
Swarthmore Group
Pennsylvania
$16.4M -$2.52M 3 3.74% Reduced
1678
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$16.3M $0 1 2.22% Maintained
1679
CHA
Cedar Hill Associates
Illinois
$16.3M +$2.09M 5 2.81% Increased
1680
MC
Mathes Company
New York
$16.2M -$4.67M 5 7.64% Reduced
1681
Schnieders Capital Management
Schnieders Capital Management
California
$16.2M +$152K 7 7.09% Increased
1682
Heritage Trust
Heritage Trust
Oklahoma
$16.2M -$334K 8 5.96% Reduced
1683
AIM
Act II Management
New York
$16.2M $0 1 11.33% Maintained
1684
Aristeia Capital
Aristeia Capital
Connecticut
$16.2M -$26.9M 1 0.63% Reduced
1685
CL
CIM LLC
New York
$16.2M -$385K 4 6.69% Reduced
1686
Loews Corp
Loews Corp
New York
$16.1M +$601K 4 0.1% Increased
1687
Alley Company
Alley Company
Illinois
$16.1M +$13.8K 5 5.85% Increased
1688
Brian C. Broderick
Brian C. Broderick
$16.1M -$487K 4 5.79% Reduced
1689
SC
Scholtz & Company
Connecticut
$16M +$2.27M 4 12.54% Increased
1690
Holderness Investments Company
Holderness Investments Company
North Carolina
$16M -$283K 7 8.32% Reduced
1691
VW
Vantage Wealth
California
$16M +$86.4K 2 8.48% Increased
1692
PP
Prospector Partners
Connecticut
$16M -$212K 1 2.43% Reduced
1693
DA
DSC Advisors
Illinois
$16M +$939K 6 5.1% Increased
1694
PM
Precept Management
Texas
$16M +$2.79M 3 12.42% Increased
1695
SAM
Sheffield Asset Management
Illinois
$16M +$15.6M 1 6.24% New
1696
Rafferty Asset Management
Rafferty Asset Management
New York
$16M +$3.09M 8 0.36% Increased
1697
CRCM
Crystal Rock Capital Management
Illinois
$15.9M +$227K 3 10.62% Increased
1698
Avantax Planning Partners
Avantax Planning Partners
Iowa
$15.9M -$80.3K 6 1.25% Reduced
1699
ACM
Archon Capital Management
Washington
$15.9M -$8.09M 2 8.53% Reduced
1700
Signet Financial Management
Signet Financial Management
New Jersey
$15.9M +$4.88M 5 3.11% Increased