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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
1901
SWK
Stephen W. Kidder
$22.1M -$216K 4 10.02% Reduced
1902
Cannell Capital
Cannell Capital
Wyoming
$22M +$4.8M 2 9.16% Increased
1903
Strategy Asset Managers
Strategy Asset Managers
California
$22M -$11.3M 6 7.08% Reduced
1904
Convergence Investment Partners
Convergence Investment Partners
Florida
$22M -$2.2M 8 9.61% Reduced
1905
QCI
Quaker Capital Investments
Pennsylvania
$22M -$2.87M 3 12.69% Reduced
1906
CenturyLink Investment Management
CenturyLink Investment Management
Colorado
$21.9M +$2.19M 7 13.97% Increased
1907
Atwood & Palmer
Atwood & Palmer
Missouri
$21.9M +$662K 6 3.44% Increased
1908
10-15 Associates
10-15 Associates
New York
$21.9M -$2.24M 4 5.1% Reduced
1909
Farmers Trust Company
Farmers Trust Company
Ohio
$21.8M +$383K 5 7.33% Increased
1910
Precept Management
Precept Management
Texas
$21.8M +$3.23M 3 2.7% Increased
1911
True North Advisors
True North Advisors
Texas
$21.8M +$131K 3 7.43% Increased
1912
Linden Advisors
Linden Advisors
New York
$21.8M +$26.7M 1 0.39% New
1913
CCC
Chelsea Counsel Company
California
$21.7M +$1.39M 6 17.03% Increased
1914
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$21.7M +$1.93M 5 8.15% Increased
1915
Edgestream Partners
Edgestream Partners
New Jersey
$21.7M -$28.1M 6 2.01% Reduced
1916
Global Retirement Partners
Global Retirement Partners
California
$21.7M -$757K 17 4.1% Reduced
1917
Hutchinson Capital Management
Hutchinson Capital Management
California
$21.6M -$161K 4 7.16% Reduced
1918
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$21.6M +$1.87M 5 7.14% Increased
1919
Integrated Advisors Network
Integrated Advisors Network
Texas
$21.6M -$7.59M 9 4.23% Reduced
1920
GCM
Grisanti Capital Management
New York
$21.6M +$1.94M 4 13.27% Increased
1921
Paloma Partners
Paloma Partners
Connecticut
$21.5M -$118M 12 1.21% Reduced
1922
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$21.5M -$376K 6 3.97% Reduced
1923
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$21.5M +$1.8M 9 3.83% Increased
1924
Vicus Capital
Vicus Capital
Pennsylvania
$21.5M -$2.2M 7 4.01% Reduced
1925
Absher Wealth Management
Absher Wealth Management
North Carolina
$21.4M -$1.22M 5 6.65% Reduced