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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
2051
Goodman Financial
Goodman Financial
Texas
$8.68M -$415K 1 4.54% Reduced
2052
Advisory Research
Advisory Research
Illinois
$8.68M +$2.37M 4 0.13% Increased
2053
ECML
Eagle Capital Management (Louisiana)
Louisiana
$8.67M -$3.88M 3 5.32% Reduced
2054
Brookstone Capital Management
Brookstone Capital Management
Illinois
$8.64M +$917K 6 0.87% Increased
2055
SAM
Security Asset Management
New York
$8.64M +$24K 5 7.39% Increased
2056
GIPM
G2 Investment Partners Management
New York
$8.63M +$3.99M 1 3.4% Increased
2057
IAM
Integre Asset Management
New York
$8.61M -$23.3M 5 5.02% Reduced
2058
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$8.61M +$1.4M 12 3.76% Increased
2059
LAM
Lapides Asset Management
Connecticut
$8.6M -$613K 1 1.61% Reduced
2060
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.6M +$172K 6 3.84% Increased
2061
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$8.57M -$1.3M 2 8.05% Reduced
2062
LSCM
LaSalle Street Capital Management
Illinois
$8.56M -$16.6K 5 7.13% Reduced
2063
HGI
Hansberger Growth Investors
Wisconsin
$8.54M -$43K 1 9.98% Reduced
2064
OCMI
Oaktop Capital Management II
New Jersey
$8.52M $0 1 1.68% Maintained
2065
RIM
Reliant Investment Management
Tennessee
$8.52M +$2.63M 4 6.64% Increased
2066
Archford Capital Strategies
Archford Capital Strategies
Illinois
$8.52M +$206K 11 3.21% Increased
2067
QAM
Quantres Asset Management
Cayman Islands
$8.5M +$4.81M 5 5.48% Increased
2068
UBWV
United Bank (West Virginia)
West Virginia
$8.5M +$37.8K 6 3.71% Increased
2069
SAM
Selway Asset Management
$8.47M +$157K 3 4.76% Increased
2070
LD
Lipe & Dalton
New York
$8.46M -$14.7K 5 6.13% Reduced
2071
GRQ
Gardner Russo & Quinn
Pennsylvania
$8.46M +$102K 4 0.07% Increased
2072
NG
Northstar Group
New York
$8.44M +$1.94M 6 5.59% Increased
2073
LRIC
Long Road Investment Counsel
Michigan
$8.43M $0 4 6.21% Maintained
2074
CSA
Cottage Street Advisors
Massachusetts
$8.43M -$893K 5 6% Reduced
2075
Prospera Financial Services
Prospera Financial Services
Texas
$8.41M +$418K 6 1.52% Increased