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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
1826
AFIA
America First Investment Advisors
Nebraska
$12.8M +$153K 5 4.77% Increased
1827
PAM
Paradigm Asset Management
New York
$12.8M -$1.23M 5 2.58% Reduced
1828
FWCM
First Western Capital Management
California
$12.8M -$552K 4 7.71% Reduced
1829
Needham Investment Management
Needham Investment Management
New York
$12.7M -$432K 3 3.38% Reduced
1830
Avalon Global Asset Management
Avalon Global Asset Management
California
$12.7M -$639K 3 7.09% Reduced
1831
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$12.7M -$159K 6 4.08% Reduced
1832
Hilton Capital Management
Hilton Capital Management
New York
$12.7M -$185K 4 2.36% Reduced
1833
CC
Caldera Capital
Texas
$12.7M +$12.7M 1 11.8% New
1834
PM
Precept Management
Texas
$12.6M +$5.79M 3 7.75% Increased
1835
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$12.6M -$58.3K 4 7.9% Reduced
1836
TP
Truvvo Partners
New York
$12.6M $0 5 4.56% Maintained
1837
BHA
Beech Hill Advisors
New York
$12.6M -$107K 5 6.89% Reduced
1838
Vicus Capital
Vicus Capital
Pennsylvania
$12.6M +$1.12M 6 2.57% Increased
1839
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$12.6M +$767K 7 0.59% Increased
1840
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$12.6M +$11.8M 2 1.76% Increased
1841
Verition Fund Management
Verition Fund Management
Connecticut
$12.6M +$2.38M 12 1.22% Increased
1842
TRIM
Thompson Rubinstein Investment Management
Oregon
$12.5M -$210K 3 4.62% Reduced
1843
L.J. Altfest & Co
L.J. Altfest & Co
New York
$12.5M +$1.07M 8 7.56% Increased
1844
LCM
Lee Capital Management
New York
$12.5M -$546K 5 11.12% Reduced
1845
ACM
Ativo Capital Management
Illinois
$12.5M +$6.62M 3 3.41% Increased
1846
MKC
M. Kraus & Co
Vermont
$12.5M +$10.1K 3 7.88% Increased
1847
CPA
Court Place Advisors
Maryland
$12.4M -$234K 4 5.9% Reduced
1848
MWP
MYCIO Wealth Partners
Pennsylvania
$12.4M -$1.82M 6 1.45% Reduced
1849
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$12.4M -$2.39M 6 1.52% Reduced
1850
BHTS
Bar Harbor Trust Services
Maine
$12.4M -$85.7K 4 6.51% Reduced