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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
SIG
Schaller Investment Group
North Carolina
$24.7M +$2.32M 4 18.33% Increased
1677
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$24.7M +$1.09M 5 7.35% Increased
1678
Monetta Financial Services
Monetta Financial Services
Illinois
$24.6M +$339K 4 17.74% Increased
1679
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$24.6M +$1.3M 6 9.68% Increased
1680
TFS
Thoroughbred Financial Services
Tennessee
$24.6M +$1.08M 6 10.15% Increased
1681
SC
Shellback Capital
Massachusetts
$24.6M -$1.66M 2 2.92% Reduced
1682
Intrust Bank
Intrust Bank
Kansas
$24.6M +$1.57M 7 6.25% Increased
1683
Royce & Associates
Royce & Associates
New York
$24.5M -$2.58M 4 0.21% Reduced
1684
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$24.5M -$183K 8 3.67% Reduced
1685
Lincoln Capital
Lincoln Capital
Nebraska
$24.4M +$233K 4 11.82% Increased
1686
Atika Capital Management
Atika Capital Management
New York
$24.4M -$56.8K 4 4.97% Reduced
1687
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.4M +$401K 7 3.44% Increased
1688
SlateStone Wealth
SlateStone Wealth
Florida
$24.4M +$10.3M 7 7.49% Increased
1689
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$24.4M -$416K 6 3.75% Reduced
1690
NumerixS Investment Technologies
NumerixS Investment Technologies
British Columbia, Canada
$24.3M -$14.2M 11 3.26% Reduced
1691
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$24.3M -$425K 7 7.64% Reduced
1692
Cypress Asset Management
Cypress Asset Management
Texas
$24.3M +$849K 6 8.26% Increased
1693
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$24.3M +$3M 2 6.24% Increased
1694
SSI
Scott & Selber Inc
Texas
$24.3M -$144K 4 12.69% Reduced
1695
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$24.2M $0 4 8.09% Maintained
1696
Prospector Partners
Prospector Partners
Connecticut
$24.2M -$3.42M 2 3.66% Reduced
1697
IHT Wealth Management
IHT Wealth Management
Illinois
$24.1M +$761K 10 4.02% Increased
1698
Family Management
Family Management
New York
$24M -$3.84M 6 10.35% Reduced
1699
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$24M -$180K 2 2.9% Reduced
1700
ICM Asset Management
ICM Asset Management
Washington
$24M -$202K 1 18.43% Reduced