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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
2076
QSS
Quantitative Systematic Strategies
Florida
$4.15M -$1.11M 5 2.04% Reduced
2077
BCM
Breithorn Capital Management
New York
$4.15M $0 1 2.95% Maintained
2078
Jasper Ridge Partners
Jasper Ridge Partners
California
$4.14M +$2.24M 2 0.31% Increased
2079
RAM
Ramsey Asset Management
Virginia
$4.12M $0 2 7.27% Maintained
2080
ACP
Andalusian Capital Partners
Connecticut
$4.12M +$3.96M 1 1.55% New
2081
LAIC
Lederer & Associates Investment Counsel
California
$4.12M -$566K 2 4.58% Reduced
2082
Blue Edge Capital
Blue Edge Capital
Virginia
$4.11M +$771K 4 2.94% Increased
2083
ABP
Arthur B. Page
$4.1M +$287K 3 4.35% Increased
2084
MCM
Mork Capital Management
California
$4.09M +$740K 5 4.82% Increased
2085
SC
Scholtz & Company
Connecticut
$4.09M +$431K 1 4.37% Increased
2086
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$4.07M +$110K 1 0.56% Increased
2087
IAM
ICM Asset Management
Washington
$4.04M -$1.61M 2 6.5% Reduced
2088
SRCM
Sterling Ridge Capital Management
New York
$4.03M -$17.3M 3 2.62% Reduced
2089
Prospera Financial Services
Prospera Financial Services
Texas
$4.03M +$1.22M 4 1.02% Increased
2090
Rodgers Brothers
Rodgers Brothers
Pennsylvania
$4.02M +$618K 2 2.02% Increased
2091
WBH Advisory
WBH Advisory
Maryland
$3.99M -$569K 4 1.66% Reduced
2092
BHBT
Burke & Herbert Bank & Trust
Virginia
$3.98M -$4.27K 4 4.47% Reduced
2093
PVWM
Point View Wealth Management
New Jersey
$3.96M +$160K 3 3.16% Increased
2094
First Heartland Consultants
First Heartland Consultants
Missouri
$3.94M +$448K 6 1.64% Increased
2095
1GA
1st Global Advisors
Texas
$3.94M +$118K 6 0.63% Increased
2096
SPC Financial Inc
SPC Financial Inc
Maryland
$3.94M +$2.24M 2 1.69% Increased
2097
TI
Turner Investments
Pennsylvania
$3.94M +$2.55M 3 0.8% Increased
2098
ISB
Iowa State Bank
Iowa
$3.93M -$3.5K 1 2.69% Reduced
2099
Apriem Advisors
Apriem Advisors
California
$3.9M -$153K 7 1.44% Reduced
2100
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$3.88M -$2.33M 4 1.37% Reduced