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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
1751
PC
Permit Capital
Pennsylvania
$7.57M -$576K 2 5.09% Reduced
1752
QC
QCM Cayman
Texas
$7.55M +$3.95M 2 2.52% Increased
1753
SNS Financial Group
SNS Financial Group
Minnesota
$7.54M +$353K 4 2.06% Increased
1754
Trexquant Investment
Trexquant Investment
Connecticut
$7.54M -$781K 4 0.65% Reduced
1755
Ronald Blue & Co
Ronald Blue & Co
Georgia
$7.5M -$797K 6 0.39% Reduced
1756
PTC
Peak Ten Capital
New York
$7.5M -$4.92M 3 16.12% Reduced
1757
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$7.5M +$2.93M 5 3.26% Increased
1758
VW
Vantage Wealth
California
$7.48M +$336K 1 4.56% Increased
1759
MCM
Monarch Capital Management
Indiana
$7.48M -$129K 4 3.05% Reduced
1760
RGC
Roberts, Glore & Co
Illinois
$7.48M -$20.9K 4 5.84% Reduced
1761
Isthmus Partners
Isthmus Partners
Wisconsin
$7.47M +$37.5K 6 2.74% Increased
1762
MSU
Maple Securities USA
New Jersey
$7.47M -$1.74M 2 0.94% Reduced
1763
AT
Argent Trust
Texas
$7.44M +$1.03M 4 8.44% Increased
1764
Pacific Alternative Asset Management Company (PAAMCO)
Pacific Alternative Asset Management Company (PAAMCO)
California
$7.44M +$7.57M 1 3.75% Increased
1765
LIM
Loudon Investment Management
New Hampshire
$7.43M -$1.36M 2 6.39% Reduced
1766
Needham Investment Management
Needham Investment Management
New York
$7.42M -$505K 1 1.86% Reduced
1767
AWM
Altavista Wealth Management
North Carolina
$7.42M +$7.27K 5 4.88% Increased
1768
Gradient Investments
Gradient Investments
Minnesota
$7.38M +$2.21M 7 1.05% Increased
1769
Oarsman Capital
Oarsman Capital
Wisconsin
$7.37M -$21.6K 5 4.36% Reduced
1770
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$7.35M -$1.95M 2 1.82% Reduced
1771
ICAS
Investors Capital Advisory Services
Massachusetts
$7.32M +$602K 6 1.47% Increased
1772
Azzad Asset Management
Azzad Asset Management
Virginia
$7.3M +$422K 6 3.86% Increased
1773
DBG
De Burlo Group
Massachusetts
$7.3M +$399K 2 1.71% Increased
1774
Sigma Planning Corp
Sigma Planning Corp
Michigan
$7.29M -$4.62M 5 1.16% Reduced
1775
OCMI
Oaktop Capital Management II
New Jersey
$7.29M $0 1 1.64% Maintained