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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
1776
WCA
Woodbine Capital Advisors
New York
$6.17M +$4.93M 1 7.41% Increased
1777
IPC
Independent Portfolio Consultants
Florida
$6.16M -$695K 5 2.15% Reduced
1778
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$6.16M +$5.8M 3 6.15% New
1779
FWC
First Washington Corp
Washington
$6.13M -$916K 2 3.33% Reduced
1780
PCM
Princeton Capital Management
New Jersey
$6.12M +$100K 3 5.09% Increased
1781
CPWM LLC
CPWM LLC
Washington
$6.11M +$341K 4 2.36% Increased
1782
GHP Investment Advisors
GHP Investment Advisors
Colorado
$6.1M +$9.8K 5 2.01% Increased
1783
CNC
Citizens & Northern Corp
Pennsylvania
$6.09M -$375K 3 4.62% Reduced
1784
MM
Meridian Management
Arkansas
$6.08M -$71.3K 2 4.84% Reduced
1785
Prelude Capital Management
Prelude Capital Management
New York
$6.08M -$1.93M 10 1% Reduced
1786
TCP
TAMRO Capital Partners
Virginia
$6.07M -$553K 2 0.25% Reduced
1787
CP
Cinque Partners
California
$6.06M +$1.43M 3 3.1% Increased
1788
MPEM
Marathon Partners Equity Management
New York
$6.05M +$5.48M 1 3.21% New
1789
CCM
Clovis Capital Management
New York
$6.05M +$6.03M 1 2.64% New
1790
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$6.04M -$497K 9 0.06% Reduced
1791
LWM
Lyons Wealth Management
Florida
$6.03M +$1.59M 3 5.67% Increased
1792
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.02M $0 3 0.39% Maintained
1793
LFM
Lumina Fund Management
New York
$6.01M +$5.99M 1 0.62% New
1794
MWP
MYCIO Wealth Partners
Pennsylvania
$5.99M +$2.19M 7 1.49% Increased
1795
HCM
Hillman Capital Management
Maryland
$5.98M +$10.9K 3 8.94% Increased
1796
TCM
TCS Capital Management
New York
$5.98M +$5.39M 1 2.87% New
1797
RAM
Ramsey Asset Management
Virginia
$5.97M $0 3 8.49% Maintained
1798
CCM
CrestPoint Capital Management
Missouri
$5.96M +$5.58M 3 3.95% New
1799
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$5.95M +$76.1K 4 0.82% Increased
1800
IMA Advisory Services
IMA Advisory Services
Colorado
$5.95M +$72.4K 3 2.83% Increased