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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
2101
Rice Partnership
Rice Partnership
Hawaii
$11.3M +$10.9M 5 7.97% New
2102
Granahan Investment Management
Granahan Investment Management
Massachusetts
$11.3M +$1.44M 5 0.89% Increased
2103
BCM
Brasada Capital Management
Texas
$11.3M +$11M 7 3.82% New
2104
QPWM
Quadrant Private Wealth Management
Pennsylvania
$11.3M +$11.4M 6 11.77% New
2105
SR
Sloane Robinson
United Kingdom
$11.3M -$3.49M 1 4.51% Reduced
2106
AQR Arbitrage
AQR Arbitrage
Connecticut
$11.3M -$38.5M 2 0.13% Reduced
2107
Oarsman Capital
Oarsman Capital
Wisconsin
$11.3M -$231K 6 4.85% Reduced
2108
SCM
Sterneck Capital Management
Missouri
$11.3M +$267K 5 6.75% Increased
2109
PJC
Pelorus Jack Capital
California
$11.2M +$10.6M 1 1.51% New
2110
Quadrant Capital Group
Quadrant Capital Group
Ohio
$11.2M +$235K 15 4.48% Increased
2111
GM Advisory Group
GM Advisory Group
New York
$11.2M +$1.05M 7 3.06% Increased
2112
DBIA
Dumont & Blake Investment Advisors
New Jersey
$11.2M -$72.4K 6 4.56% Reduced
2113
NCM
Neumann Capital Management
California
$11.2M -$37.3K 5 6.88% Reduced
2114
FAM
Foresters Asset Management
Ontario, Canada
$11.2M -$2.69M 4 4.48% Reduced
2115
Stockman Wealth Management
Stockman Wealth Management
Montana
$11.2M +$397K 4 5.03% Increased
2116
AMAL
Asset Management Advisors LLC
Oklahoma
$11.2M -$1.04M 2 9.36% Reduced
2117
Koshinski Asset Management
Koshinski Asset Management
Illinois
$11.1M +$1.09M 9 2.79% Increased
2118
Gradient Investments
Gradient Investments
Minnesota
$11.1M -$661K 12 0.64% Reduced
2119
Leuthold Group
Leuthold Group
Minnesota
$11.1M +$86.5K 4 1.11% Increased
2120
Navellier & Associates
Navellier & Associates
Nevada
$11.1M -$6.55M 7 2.07% Reduced
2121
Next Financial Group
Next Financial Group
Texas
$11M -$6.56M 7 4.72% Reduced
2122
CA
Corrado Advisors
New Jersey
$11M -$299K 3 6.44% Reduced
2123
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$11M +$3.63M 2 2.86% Increased
2124
Bell Bank
Bell Bank
North Dakota
$11M -$901K 6 3.1% Reduced
2125
Periscope Capital
Periscope Capital
Ontario, Canada
$11M +$3.58M 1 2.71% Increased