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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
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$17.8M +$903K 4 5.28% Increased
2102
Harbour Investment Management
Harbour Investment Management
Washington
$17.7M +$335K 3 14.13% Increased
2103
Employers Holdings
Employers Holdings
Nevada
$17.6M +$967K 6 12.2% Increased
2104
White Pine Investment Company
White Pine Investment Company
Michigan
$17.6M -$59.8K 3 10.1% Reduced
2105
OIA
Optimum Investment Advisors
Illinois
$17.6M -$56.8K 11 7.22% Reduced
2106
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$17.6M +$13.5K 5 6.1% Increased
2107
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$17.6M +$5.72M 8 10.6% Increased
2108
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$17.6M +$1.55M 7 6.3% Increased
2109
NME
Notis-McConarty Edward
$17.6M -$750K 5 9.72% Reduced
2110
Stamos Capital Partners
Stamos Capital Partners
California
$17.6M +$10.7M 4 9.24% Increased
2111
Financial Partners Group (Kansas)
Financial Partners Group (Kansas)
Kansas
$17.5M +$17.8M 4 10.87% Increased
2112
Exane Derivatives
Exane Derivatives
France
$17.5M +$2.32M 12 4.9% Increased
2113
Pictet Bank & Trust
Pictet Bank & Trust
Bahamas
$17.5M -$3.32M 4 9.78% Reduced
2114
NTV Asset Management
NTV Asset Management
West Virginia
$17.5M -$692K 6 5.75% Reduced
2115
LCP
Legacy Capital Partners
Wisconsin
$17.5M +$799K 6 8.65% Increased
2116
Icon Advisers
Icon Advisers
Colorado
$17.4M -$1.87M 5 3.81% Reduced
2117
CC
Carve Capital
Sweden
$17.4M -$11.8M 1 100% Reduced
2118
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$17.4M +$1.85M 5 0.87% Increased
2119
Firsthand Capital Management
Firsthand Capital Management
California
$17.4M -$26.7M 3 13.82% Reduced
2120
HI
Handelsinvest Investeringsforvaltning
Denmark
$17.4M -$548K 4 4.62% Reduced
2121
Loews Corp
Loews Corp
New York
$17.4M -$9.36M 2 0.22% Reduced
2122
West Coast Financial
West Coast Financial
California
$17.4M +$7.65M 3 4.62% Increased
2123
Ashford Capital Management
Ashford Capital Management
Delaware
$17.4M +$3.71M 4 3.06% Increased
2124
BIMC
Benson Investment Management Company
Virginia
$17.3M +$27.9K 4 13.92% Increased
2125
McIlrath & Eck
McIlrath & Eck
Washington
$17.3M -$3.03M 13 9.65% Reduced