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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
West Coast Financial
West Coast Financial
California
$22.4M +$568K 3 5.46% Increased
2077
John G. Ullman & Associates
John G. Ullman & Associates
New York
$22.4M +$2.71M 5 5.47% Increased
2078
OIA
Optimum Investment Advisors
Illinois
$22.4M -$216K 13 7.8% Reduced
2079
Calixto Global Investors
Calixto Global Investors
Florida
$22.4M -$12.1M 2 18.52% Reduced
2080
Blue Edge Capital
Blue Edge Capital
Virginia
$22.4M +$2.47M 8 6.71% Increased
2081
CIM
CIM Investment Management
Pennsylvania
$22.3M -$1.13M 7 9% Reduced
2082
Private Capital Advisors
Private Capital Advisors
Connecticut
$22.3M -$728K 5 5.79% Reduced
2083
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$22.3M -$14.7M 2 0.92% Reduced
2084
Blume Capital Management
Blume Capital Management
California
$22.2M -$1.8M 6 12.32% Reduced
2085
Chronos Wealth Management
Chronos Wealth Management
Florida
$22.2M -$1.86M 3 21.5% Reduced
2086
LCP
Legacy Capital Partners
Wisconsin
$22.2M -$357K 6 9.53% Reduced
2087
IndexIQ Advisors
IndexIQ Advisors
New York
$22.2M +$9.16M 9 0.99% Increased
2088
Stellar Capital Management
Stellar Capital Management
Arizona
$22.2M +$206K 7 15.08% Increased
2089
CNBTD
Citizens National Bank Trust Department
Mississippi
$22.2M +$458K 5 9.47% Increased
2090
JGP Global Gestao de Recursos
JGP Global Gestao de Recursos
Brazil
$22.1M +$17.2M 3 13.1% Increased
2091
Mirova
Mirova
France
$22.1M +$1.9M 7 5.08% Increased
2092
Bandera Partners
Bandera Partners
New York
$22.1M -$1.48M 3 15.34% Reduced
2093
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$22.1M -$460K 4 2.46% Reduced
2094
CFSG
Community Financial Services Group
Vermont
$22.1M -$2.13M 5 8.4% Reduced
2095
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$22.1M +$1.49M 7 13.47% Increased
2096
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$22.1M +$481K 6 8.94% Increased
2097
NTV Asset Management
NTV Asset Management
West Virginia
$22.1M +$532K 7 5.71% Increased
2098
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$22M -$1.39M 6 8.58% Reduced
2099
HeadInvest LLC
HeadInvest LLC
Maine
$22M +$321K 6 6.92% Increased
2100
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$22M +$3.77M 4 15.37% Increased