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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
HI
Handelsinvest Investeringsforvaltning
Denmark
$13.3M +$919K 3 3.78% Increased
1752
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$13.3M -$8.53M 3 0.63% Reduced
1753
Intrust Bank
Intrust Bank
Kansas
$13.3M +$131K 7 4.69% Increased
1754
Needham Investment Management
Needham Investment Management
New York
$13.2M +$4.22M 4 3.41% Increased
1755
TRIM
Thompson Rubinstein Investment Management
Oregon
$13.2M -$324K 3 4.8% Reduced
1756
WCM
Weik Capital Management
Pennsylvania
$13.2M +$2.95K 4 7.02% Increased
1757
HKIM
Hayek Kallen Investment Management
Alabama
$13.2M +$2.32M 4 9.16% Increased
1758
GCM
Gabalex Capital Management
New York
$13.2M $0 1 4.11% Maintained
1759
United Asset Strategies
United Asset Strategies
New York
$13.2M -$1.99M 6 4.02% Reduced
1760
Strategic Financial Services
Strategic Financial Services
New York
$13.2M -$16.1K 4 2.39% Reduced
1761
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$13.1M +$1.49M 5 1.79% Increased
1762
Blue Fin Capital
Blue Fin Capital
Rhode Island
$13.1M +$1.01M 6 8.03% Increased
1763
AWM
Altavista Wealth Management
North Carolina
$13.1M +$337K 6 6.55% Increased
1764
1GA
1st Global Advisors
Texas
$13.1M +$2.21M 8 1.53% Increased
1765
Sonora Investment Management
Sonora Investment Management
Arizona
$13.1M +$2.08M 9 2.54% Increased
1766
DA
DSC Advisors
Illinois
$13.1M +$9.7M 7 8.91% Increased
1767
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$13M +$429K 6 3.46% Increased
1768
Anchor Investment Management
Anchor Investment Management
South Carolina
$13M +$1.32M 9 4.48% Increased
1769
AMAL
Asset Management Advisors LLC
Oklahoma
$13M +$455K 2 11.64% Increased
1770
DSC
Duncker Streett & Co
Missouri
$13M +$1.33M 8 4.07% Increased
1771
FFEC
First Financial Equity Corporation
Arizona
$13M +$12.5M 7 2.22% New
1772
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13M -$1.21M 9 1.3% Reduced
1773
AAM
Autus Asset Management
Arizona
$13M +$1.45M 6 2.72% Increased
1774
PAM
Paradigm Asset Management
New York
$13M -$1.96M 6 2.47% Reduced
1775
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$12.9M +$54.2K 6 4.33% Increased