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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
2126
Forte Capital
Forte Capital
New York
$14.8M -$314K 5 4.72% Reduced
2127
Blackcrane Capital
Blackcrane Capital
Washington
$14.8M -$2.27M 1 18.74% Reduced
2128
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$14.8M +$784K 2 3.69% Increased
2129
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$14.8M +$773K 11 4.85% Increased
2130
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$14.7M +$5.24M 7 5.7% Increased
2131
Emerald Advisers
Emerald Advisers
Pennsylvania
$14.7M +$246K 5 0.59% Increased
2132
Essex Savings Bank
Essex Savings Bank
Connecticut
$14.7M +$7.67M 8 5.17% Increased
2133
KCM
Karp Capital Management
California
$14.7M -$33.9K 5 4.65% Reduced
2134
Sensato Investors
Sensato Investors
California
$14.7M +$1.49M 2 4.53% Increased
2135
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$14.7M -$4.06M 7 4.21% Reduced
2136
QVT Financial
QVT Financial
New York
$14.7M $0 1 3.1% Maintained
2137
LeJeune Puetz Investment Counsel
LeJeune Puetz Investment Counsel
Michigan
$14.7M -$194K 6 7.57% Reduced
2138
KCP
Kenmare Capital Partners
New York
$14.6M +$1.73M 1 17.65% Increased
2139
Clearstead Trust
Clearstead Trust
Maine
$14.6M +$267K 6 11.62% Increased
2140
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$14.6M +$1.54M 5 2.88% Increased
2141
America First Investment Advisors
America First Investment Advisors
Nebraska
$14.6M -$171K 5 4.42% Reduced
2142
TLCM
Tiger Legatus Capital Management
New York
$14.5M -$4.37M 1 6.46% Reduced
2143
Ashford Capital Management
Ashford Capital Management
Delaware
$14.5M -$26.6K 4 1.94% Reduced
2144
LBC
Lawrence B. Cohen
$14.5M +$102K 4 10.05% Increased
2145
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$14.5M +$1.5M 5 7.46% Increased
2146
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$14.5M +$321K 8 1.69% Increased
2147
GM Advisory Group
GM Advisory Group
New York
$14.5M -$473K 7 4.55% Reduced
2148
Spyglass Capital Management
Spyglass Capital Management
California
$14.5M +$5.99M 1 4.57% Increased
2149
V Wealth Advisors
V Wealth Advisors
Kansas
$14.4M +$908K 7 5.49% Increased
2150
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$14.4M -$77.5K 6 3.57% Reduced