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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
Brasada Capital Management
Brasada Capital Management
Texas
$24M +$465K 4 8.6% Increased
1827
Graham Capital Management
Graham Capital Management
Connecticut
$24M -$14.8M 2 1.69% Reduced
1828
IIA
IPG Investment Advisors
California
$23.9M +$2.23M 5 10.05% Increased
1829
PCR
Potrero Capital Research
California
$23.9M +$23.5M 4 16.86% Increased
1830
Leuthold Group
Leuthold Group
Minnesota
$23.9M -$2.2M 2 4.31% Reduced
1831
Next Financial Group
Next Financial Group
Texas
$23.9M +$2.51M 19 3.08% Increased
1832
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$23.9M -$447K 6 8.78% Reduced
1833
Rampart Investment Management
Rampart Investment Management
Connecticut
$23.8M -$41.7M 10 11.31% Reduced
1834
Hedeker Wealth
Hedeker Wealth
Illinois
$23.8M -$70.4K 5 15.01% Reduced
1835
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services
Israel
$23.8M -$1.03M 7 7.64% Reduced
1836
Manchester Capital Management
Manchester Capital Management
Vermont
$23.8M +$108K 14 3.81% Increased
1837
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$23.8M -$376K 7 8.2% Reduced
1838
Toth Financial Advisory
Toth Financial Advisory
Virginia
$23.8M +$1.44M 9 6.86% Increased
1839
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$23.8M +$1.41M 16 11.72% Increased
1840
Princeton Portfolio Strategies Group
Princeton Portfolio Strategies Group
New Jersey
$23.7M +$133K 5 6.88% Increased
1841
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$23.7M +$8.6M 5 0.4% Increased
1842
Karst Peak Capital
Karst Peak Capital
Hong Kong
$23.7M -$8.29M 1 35.57% Reduced
1843
Mirador Capital Partners
Mirador Capital Partners
California
$23.6M +$5.52M 7 9.86% Increased
1844
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$23.5M -$1.91M 1 6.28% Reduced
1845
NumerixS Investment Technologies
NumerixS Investment Technologies
British Columbia, Canada
$23.5M -$11.6M 9 12% Reduced
1846
Congress Park Capital
Congress Park Capital
New York
$23.5M +$1.4M 6 21.2% Increased
1847
CL
CIM LLC
New York
$23.5M +$574K 4 8.91% Increased
1848
Optimal Asset Management
Optimal Asset Management
California
$23.5M +$10.7M 9 2.2% Increased
1849
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$23.5M +$8.76M 7 7.03% Increased
1850
American National Registered Investment Advisor
American National Registered Investment Advisor
Texas
$23.4M -$157K 7 14.58% Reduced