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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
Prince Street Capital Management
Prince Street Capital Management
New York
$20.5M +$3.81M 1 9.69% Increased
1852
MCG
McCollum Christoferson Group
New York
$20.4M -$117K 5 7.21% Reduced
1853
Oak Grove Capital
Oak Grove Capital
New Hampshire
$20.4M -$8.86M 6 10.93% Reduced
1854
Cipher Capital
Cipher Capital
New York
$20.3M +$7.56M 7 1.72% Increased
1855
Granahan Investment Management
Granahan Investment Management
Massachusetts
$20.3M -$3.48M 5 1% Reduced
1856
Affinity Investment Advisors
Affinity Investment Advisors
California
$20.2M -$5.59M 3 5.8% Reduced
1857
Noesis Capital Mangement
Noesis Capital Mangement
Florida
$20.2M +$556K 6 6.89% Increased
1858
Next Financial Group
Next Financial Group
Texas
$20.2M +$12.3M 18 2.17% Increased
1859
Reinhart Partners
Reinhart Partners
Wisconsin
$20.2M +$528K 2 1.78% Increased
1860
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.2M -$509K 5 5.73% Reduced
1861
Private Advisory Group
Private Advisory Group
Washington
$20.2M +$3.15M 4 9.25% Increased
1862
Legacy Private Trust
Legacy Private Trust
Wisconsin
$20.1M -$2.25M 4 2.29% Reduced
1863
CIA
Covington Investment Advisors
Pennsylvania
$20.1M +$618K 3 6.55% Increased
1864
First Merchants Corp
First Merchants Corp
Indiana
$20.1M -$1.26M 5 3.2% Reduced
1865
Freedom Investment Management
Freedom Investment Management
Connecticut
$20.1M -$682K 8 1.68% Reduced
1866
GCM
Gabalex Capital Management
New York
$20.1M $0 1 5.24% Maintained
1867
West Branch Capital
West Branch Capital
Massachusetts
$20.1M +$741K 7 16.58% Increased
1868
ARS Wealth Advisors
ARS Wealth Advisors
Florida
$20M +$221K 6 6.38% Increased
1869
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$20M -$13.8M 2 3.16% Reduced
1870
BPIH
Broad Peak Investment Holdings
Singapore
$20M +$20.4M 1 1.94% New
1871
Toth Financial Advisory
Toth Financial Advisory
Virginia
$20M +$1.33M 10 4.47% Increased
1872
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$20M -$2.96K 5 2.35% Reduced
1873
10-15 Associates
10-15 Associates
New York
$20M +$561K 4 4.33% Increased
1874
Blue Chip Partners
Blue Chip Partners
Michigan
$19.9M -$441K 4 4.47% Reduced
1875
IIA
IPG Investment Advisors
California
$19.9M -$4.27M 6 7.24% Reduced