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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
L.J. Altfest & Co
L.J. Altfest & Co
New York
$16M -$63.1K 8 6.9% Reduced
1877
Paloma Partners
Paloma Partners
Connecticut
$16M -$13.5M 9 0.25% Reduced
1878
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$15.9M -$259K 3 12.12% Reduced
1879
MYCIO Wealth Partners
MYCIO Wealth Partners
Pennsylvania
$15.9M -$180K 6 1.79% Reduced
1880
Capital City Trust
Capital City Trust
Florida
$15.9M -$260K 5 6.82% Reduced
1881
Prentiss Smith & Co
Prentiss Smith & Co
Vermont
$15.8M -$3.28M 11 8.3% Reduced
1882
Whitegate Investment Counselors
Whitegate Investment Counselors
New Hampshire
$15.8M +$132K 6 3.38% Increased
1883
ThornTree Capital Partners
ThornTree Capital Partners
Massachusetts
$15.8M -$2.06M 1 5.55% Reduced
1884
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$15.8M -$141K 6 4.9% Reduced
1885
Lincluden Management
Lincluden Management
Ontario, Canada
$15.8M -$1.75M 2 1.27% Reduced
1886
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$15.8M +$3.92M 7 1.77% Increased
1887
Brian C. Broderick
Brian C. Broderick
$15.8M -$144K 4 5.93% Reduced
1888
Private Capital Advisors
Private Capital Advisors
Connecticut
$15.8M +$1.01M 6 5.26% Increased
1889
Northern Capital Management (Wisconsin)
Northern Capital Management (Wisconsin)
Wisconsin
$15.8M +$183K 4 4.07% Increased
1890
PWW
Pettyjohn Wood & White
Virginia
$15.8M -$143K 5 5.71% Reduced
1891
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$15.8M +$353K 6 1.68% Increased
1892
Next Financial Group
Next Financial Group
Texas
$15.7M +$3.88M 7 3.32% Increased
1893
AMG National Trust Bank
AMG National Trust Bank
Colorado
$15.7M -$545K 7 1.01% Reduced
1894
MCG
McCollum Christoferson Group
New York
$15.6M -$129K 4 6.53% Reduced
1895
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$15.6M -$279K 5 10.85% Reduced
1896
Argus Investors Counsel
Argus Investors Counsel
New York
$15.6M +$311K 4 7.73% Increased
1897
PJC
Pelorus Jack Capital
California
$15.6M +$1.83M 2 1.08% Increased
1898
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.6M +$15.4M 4 0.61% New
1899
Marathon Trading Investment Management
Marathon Trading Investment Management
Pennsylvania
$15.6M -$184M 4 1.31% Reduced
1900
KCP
Kenmare Capital Partners
New York
$15.6M -$1.32M 1 16.69% Reduced