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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
AssetMark Inc
AssetMark Inc
California
$8.19M -$1.77M 9 0.17% Reduced
1702
PM
Penbrook Management
New York
$8.15M +$96.1K 5 8.63% Increased
1703
RIM
Regent Investment Management
Kentucky
$8.1M +$216K 5 4.47% Increased
1704
GC
Gruss & Co
Florida
$8.1M -$494K 2 12.74% Reduced
1705
ACM
Azentus Capital Management
Hong Kong
$8.08M +$10M 1 15.77% New
1706
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$8.08M +$96.2K 5 6.51% Increased
1707
New England Asset Management
New England Asset Management
Connecticut
$8.08M -$858K 3 0.2% Reduced
1708
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$8.06M -$1.47M 1 5.71% Reduced
1709
AAM
AR Asset Management
California
$8.03M $0 2 3.57% Maintained
1710
BIM
Bridgecreek Investment Management
Oklahoma
$8.02M -$12.5M 2 2.39% Reduced
1711
BRM
Boston Research & Management
Massachusetts
$8M -$55.8K 5 5.26% Reduced
1712
Private Capital Advisors
Private Capital Advisors
Connecticut
$7.96M +$208K 5 3.33% Increased
1713
Pegasus Partners
Pegasus Partners
Wisconsin
$7.96M -$882K 4 4.52% Reduced
1714
CW
Cabot-Wellington
Massachusetts
$7.95M -$106K 1 4.79% Reduced
1715
FBT
First Bankers Trust
Kentucky
$7.93M -$102K 3 3.65% Reduced
1716
UFF
USA Financial Formulas
Michigan
$7.92M +$2.59M 1 5.14% Increased
1717
PAIA
Park Avenue Institutional Advisers
New York
$7.91M -$62.9K 9 7% Reduced
1718
Hilltop Holdings
Hilltop Holdings
Texas
$7.9M +$4.06M 5 2.31% Increased
1719
WA
Westport Advisers
Connecticut
$7.9M $0 1 1.07% Maintained
1720
GCM
Grisanti Capital Management
New York
$7.88M -$6.89M 2 3.13% Reduced
1721
SA
Steadfast Advisors
New York
$7.85M +$3.64M 2 3.73% Increased
1722
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$7.84M -$384K 5 1.88% Reduced
1723
HL
HeadInvest LLC
Maine
$7.84M -$173K 4 3.15% Reduced
1724
Blue Chip Partners
Blue Chip Partners
Michigan
$7.84M +$723K 3 4.99% Increased
1725
LI
Lafayette Investments
Maryland
$7.83M -$13.9K 2 3.42% Reduced