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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
CL
CIM LLC
New York
$18M -$509K 4 6.98% Reduced
1777
SWK
Stephen W. Kidder
$18M -$813K 5 6.86% Reduced
1778
Strategy Asset Managers
Strategy Asset Managers
California
$18M -$10.2M 1 3.89% Reduced
1779
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.9M +$402K 7 3.36% Increased
1780
Atika Capital Management
Atika Capital Management
New York
$17.9M +$7.3M 3 6.14% Increased
1781
KSCM
Kamunting Street Capital Management
Florida
$17.9M -$323K 3 14.08% Reduced
1782
MJP
Michael J. Puzo
$17.9M -$957K 3 7.62% Reduced
1783
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$17.9M -$1.02M 1 2.44% Reduced
1784
Ballentine Partners
Ballentine Partners
Massachusetts
$17.9M -$11.9M 7 1% Reduced
1785
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$17.8M +$1.53M 7 8.86% Increased
1786
HRC
Hoertkorn Richard Charles
$17.8M -$379K 7 10.96% Reduced
1787
Capco Asset Management
Capco Asset Management
Florida
$17.8M -$4.08M 1 12.99% Reduced
1788
PCMK
Paragon Capital Management (Kansas)
Kansas
$17.7M -$1.47M 2 6.38% Reduced
1789
Royal Fund Management
Royal Fund Management
Florida
$17.7M +$229K 12 6.46% Increased
1790
Heritage Trust
Heritage Trust
Oklahoma
$17.7M -$625K 9 6.6% Reduced
1791
ID
Integral Derivatives
New York
$17.7M -$11.6M 4 0.43% Reduced
1792
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$17.6M +$248K 7 1.77% Increased
1793
Altavista Wealth Management
Altavista Wealth Management
North Carolina
$17.6M -$135K 6 7.45% Reduced
1794
Brightworth
Brightworth
Georgia
$17.6M +$13K 6 4.07% Increased
1795
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$17.5M -$344K 8 5.53% Reduced
1796
B. Riley Financial
B. Riley Financial
California
$17.5M +$479K 8 4.87% Increased
1797
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$17.5M +$660K 5 6.8% Increased
1798
Davis Rea
Davis Rea
Ontario, Canada
$17.5M -$5.7M 4 11.07% Reduced
1799
Strategic Financial Services
Strategic Financial Services
New York
$17.5M +$1.16M 5 2.84% Increased
1800
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$17.4M +$1.05M 7 2.97% Increased