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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
1801
AT
Argent Trust
Texas
$6.85M +$6.55M 2 6.15% New
1802
HRIA
Haberer Registered Investment Advisor
Ohio
$6.85M -$1.18M 8 3.95% Reduced
1803
FWC
First Washington Corp
Washington
$6.85M +$571K 2 4.06% Increased
1804
Tran Capital Management
Tran Capital Management
California
$6.84M -$740K 2 0.13% Reduced
1805
Prelude Capital Management
Prelude Capital Management
New York
$6.81M +$1.37M 7 1% Increased
1806
FFC
First Financial Corp
Indiana
$6.8M +$75.3K 7 3.39% Increased
1807
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$6.8M +$3.22M 2 0.23% Increased
1808
TRIM
Thompson Rubinstein Investment Management
Oregon
$6.78M +$1.34M 3 2.6% Increased
1809
JWM
Jackson Wealth Management
Florida
$6.78M +$6.85M 4 2.21% New
1810
LRIC
Long Road Investment Counsel
Michigan
$6.77M +$6.44M 2 6.09% New
1811
MC
MRJ Capital
New York
$6.72M -$682K 2 3.73% Reduced
1812
BCA
Bray Capital Advisors
Florida
$6.71M +$6.67M 4 4.36% New
1813
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$6.71M -$287K 2 3.89% Reduced
1814
Atria Investments
Atria Investments
North Carolina
$6.71M -$1.19M 7 0.71% Reduced
1815
PAM
Princeton Alpha Management
New Jersey
$6.7M +$2.02M 6 1.89% Increased
1816
RAM
Roanoke Asset Management
New Jersey
$6.7M +$798K 2 2.3% Increased
1817
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.68M -$844K 5 2.9% Reduced
1818
SFP
Santa Fe Partners
New Mexico
$6.68M -$298K 3 0.84% Reduced
1819
KCA
KR Capital Advisors
New York
$6.68M -$357K 1 1.62% Reduced
1820
GIM
Guild Investment Management
California
$6.66M +$1.33M 1 6.1% Increased
1821
Garde Capital
Garde Capital
Washington
$6.65M +$2.76M 6 2.04% Increased
1822
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$6.64M -$2.36M 5 4.71% Reduced
1823
Hood River Capital Management
Hood River Capital Management
Florida
$6.63M +$5.66M 1 0.84% New
1824
Gratus Capital
Gratus Capital
Georgia
$6.6M +$6.13M 2 1.56% New
1825
OC
Oppenheimer & Close
New York
$6.59M -$36.6K 1 5.53% Reduced