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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
1851
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$5.36M -$923K 3 5% Reduced
1852
Navellier & Associates
Navellier & Associates
Nevada
$5.35M -$293K 4 0.25% Reduced
1853
EM
Excalibur Management
Massachusetts
$5.35M -$239K 2 5.86% Reduced
1854
RAM
Roanoke Asset Management
New Jersey
$5.34M +$60.9K 3 2.35% Increased
1855
WAM
Wood Asset Management
Florida
$5.34M -$1.57M 2 1.71% Reduced
1856
RH
Rayner & Haynor
California
$5.34M -$59.7K 3 4.19% Reduced
1857
TCP
TAMRO Capital Partners
Virginia
$5.32M -$200K 2 0.23% Reduced
1858
IPC
Independent Portfolio Consultants
Florida
$5.31M -$831K 5 1.68% Reduced
1859
TWI
Thomas White International
Illinois
$5.27M +$833K 3 0.75% Increased
1860
SCM
Siphron Capital Management
California
$5.26M -$1.17M 5 9.19% Reduced
1861
HIM
Harbour Investment Management
Washington
$5.24M -$70.6K 1 3.43% Reduced
1862
RT
Reliance Trust
Georgia
$5.24M +$123K 4 5.12% Increased
1863
ACM
Argentus Capital Management
Texas
$5.23M +$1.43M 4 1.27% Increased
1864
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$5.22M +$523K 2 1.84% Increased
1865
WCA
Whetstone Capital Advisors
Kansas
$5.22M +$5.47M 1 3.9% New
1866
RIG
Renaissance Investment Group
Massachusetts
$5.21M +$860K 3 2.64% Increased
1867
Sphera Funds Management
Sphera Funds Management
Israel
$5.18M +$2.99M 2 1.18% Increased
1868
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$5.18M +$71.4K 3 2.81% Increased
1869
BAM
Boyar Asset Management
New York
$5.15M -$110K 2 4.2% Reduced
1870
PAM
Princeton Alpha Management
New Jersey
$5.15M +$4.4M 4 1.6% Increased
1871
NCM
Newgate Capital Management
Connecticut
$5.14M +$6.29M 1 1.15% New
1872
GC
Gruss & Co
Florida
$5.14M -$1.32M 2 5.99% Reduced
1873
Caxton Associates (New York)
Caxton Associates (New York)
New York
$5.12M -$9.9M 1 0.31% Reduced
1874
Algert Global
Algert Global
California
$5.12M -$81.5K 3 2.03% Reduced
1875
Virtu Financial
Virtu Financial
New York
$5.12M -$13.4M 3 0.7% Reduced