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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
Cubic Asset Management
Cubic Asset Management
Massachusetts
$21M -$1.58M 4 6.3% Reduced
1827
Avior Wealth Management
Avior Wealth Management
Nebraska
$21M +$1.28M 13 3.77% Increased
1828
Royce & Associates
Royce & Associates
New York
$21M -$1.25M 4 0.19% Reduced
1829
Atwood & Palmer
Atwood & Palmer
Missouri
$21M -$227K 6 2.83% Reduced
1830
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$20.9M +$1.98M 5 4.58% Increased
1831
ECM
EagleClaw Capital Management
Massachusetts
$20.9M +$339K 6 9.12% Increased
1832
Ibex Investors
Ibex Investors
Colorado
$20.9M +$3.78M 3 1.71% Increased
1833
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$20.9M +$582K 6 9.2% Increased
1834
SCP Investment
SCP Investment
California
$20.9M -$942K 2 11.74% Reduced
1835
PDT Partners
PDT Partners
New York
$20.8M -$29.4M 3 1.23% Reduced
1836
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$20.8M +$6.57M 7 5.23% Increased
1837
CC
Cognios Capital
Kansas
$20.8M -$210K 8 7.97% Reduced
1838
Condor Capital Management
Condor Capital Management
New Jersey
$20.8M +$1.04M 7 3.23% Increased
1839
Vista Equity Partners Management
Vista Equity Partners Management
California
$20.7M -$21.1M 1 3.91% Reduced
1840
Quantbot Technologies
Quantbot Technologies
New York
$20.7M -$8.89M 9 2.07% Reduced
1841
Apriem Advisors
Apriem Advisors
California
$20.7M +$417K 6 6.48% Increased
1842
Argyle Capital Management
Argyle Capital Management
Pennsylvania
$20.7M -$186K 5 7.84% Reduced
1843
Comerica Securities
Comerica Securities
Michigan
$20.7M +$477K 10 2.2% Increased
1844
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$20.7M +$635K 7 6.16% Increased
1845
HAP Trading
HAP Trading
New York
$20.6M +$6.22M 4 1.59% Increased
1846
MCP
Moab Capital Partners
New York
$20.6M $0 2 6.69% Maintained
1847
Adalta Capital Management
Adalta Capital Management
New York
$20.6M -$344K 5 13.54% Reduced
1848
CL
CIM LLC
New York
$20.6M +$4.12M 4 7.09% Increased
1849
PWW
Pettyjohn Wood & White
Virginia
$20.6M +$18.3K 6 6.37% Increased
1850
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$20.5M -$659K 5 6.12% Reduced