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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
1701
Joel Isaacson & Co
Joel Isaacson & Co
New York
$5.85M +$5.89M 6 2.75% New
1702
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$5.84M +$5.67M 2 2.66% New
1703
Alley Company
Alley Company
Illinois
$5.84M +$5.95M 4 4.87% New
1704
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$5.84M +$5.84M 9 0.07% New
1705
Brian C. Broderick
Brian C. Broderick
$5.84M +$6.05M 3 3.49% New
1706
MM
Meridian Management
Arkansas
$5.84M +$6.05M 2 5.13% New
1707
Alpha Capital Management
Alpha Capital Management
Texas
$5.82M +$5.95M 3 5.47% New
1708
LA
Lau Associates
Delaware
$5.82M +$6.12M 3 4.93% New
1709
EWM
Elite Wealth Management
Washington
$5.81M +$5.65M 4 8.54% New
1710
PAA
Peregrine Asset Advisers
Oregon
$5.8M +$5.62M 4 5.99% New
1711
WBH Advisory
WBH Advisory
Maryland
$5.78M +$5.91M 4 2.67% New
1712
Grassi Investment Management
Grassi Investment Management
California
$5.77M +$5.84M 4 1.55% New
1713
HAM
Harber Asset Management
North Carolina
$5.73M +$5.49M 2 8.12% New
1714
PPSG
Princeton Portfolio Strategies Group
New Jersey
$5.71M +$5.67M 3 4.67% New
1715
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.68M +$5.82M 3 0.37% New
1716
CNC
Citizens & Northern Corp
Pennsylvania
$5.64M +$5.77M 3 4.69% New
1717
OTF
Opus Trading Fund
New York
$5.63M +$5.44M 1 10.83% New
1718
ISB
Iowa State Bank
Iowa
$5.63M +$5.71M 2 4.64% New
1719
Oarsman Capital
Oarsman Capital
Wisconsin
$5.63M +$5.64M 4 5.33% New
1720
AMG National Trust Bank
AMG National Trust Bank
Colorado
$5.63M +$5.59M 3 0.76% New
1721
First Merchants Corp
First Merchants Corp
Indiana
$5.62M +$5.74M 3 2% New
1722
Verition Fund Management
Verition Fund Management
Connecticut
$5.62M +$5.91M 6 1.03% New
1723
WCAM
West Coast Asset Management
California
$5.6M +$5.31M 1 8.81% New
1724
AAM
Augustine Asset Management
Florida
$5.58M +$5.3M 1 3.83% New
1725
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$5.57M +$5.59M 2 5.63% New