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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
1876
BCM
Bluefin Capital Management
New York
$5.1M -$4.15M 4 0.32% Reduced
1877
TRIM
Thompson Rubinstein Investment Management
Oregon
$5.1M -$335K 3 2.04% Reduced
1878
TIA
Trust Investment Advisors
Indiana
$5.09M +$580K 2 5.12% Increased
1879
MC
Miles Capital
Iowa
$5.08M -$269K 2 2.64% Reduced
1880
Savant Capital
Savant Capital
Illinois
$5.07M +$150K 5 2.35% Increased
1881
BFIC
Bedell Frazier Investment Counselling
California
$5.07M -$18.9M 1 2.84% Reduced
1882
Emerald Advisers
Emerald Advisers
Pennsylvania
$5.06M -$586K 4 0.28% Reduced
1883
Goodman Financial
Goodman Financial
Texas
$5.05M -$4.68M 1 3.09% Reduced
1884
BRR OpCo
BRR OpCo
Ohio
$5.02M +$220K 3 2.19% Increased
1885
North Star Investment Management
North Star Investment Management
Illinois
$4.99M -$118K 6 1.04% Reduced
1886
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$4.99M -$7.51K 1 0.07% Reduced
1887
BO
Bank OZK
Arkansas
$4.99M +$72.7K 4 1.79% Increased
1888
BHA
Beech Hill Advisors
New York
$4.99M +$1.6M 6 2.34% Increased
1889
RCM
Reynolds Capital Management
Nevada
$4.98M +$886K 7 3.22% Increased
1890
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$4.98M -$497K 4 5.67% Reduced
1891
TBNY
Trustco Bank (New York)
New York
$4.95M -$123K 3 4.64% Reduced
1892
UIM
Underhill Investment Management
California
$4.94M +$240K 2 2.39% Increased
1893
Gradient Investments
Gradient Investments
Minnesota
$4.93M +$2.62M 8 1.14% Increased
1894
ATC
Adirondack Trust Company
New York
$4.91M -$108K 8 3.92% Reduced
1895
LPC
Loeb Partners Corp
New York
$4.88M +$99K 4 1.64% Increased
1896
CCM
Connective Capital Management
California
$4.86M -$2.56M 1 7.78% Reduced
1897
Campbell & Co Investment Adviser
Campbell & Co Investment Adviser
Maryland
$4.86M +$1.38M 2 1.96% Increased
1898
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$4.86M +$4.48M 2 1.6% New
1899
MJP
Michael J. Puzo
$4.86M +$8.73K 2 3.5% Increased
1900
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$4.85M -$29.8K 3 1.68% Reduced