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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
NorthRock Partners
NorthRock Partners
Minnesota
$22.4M +$1.38M 7 2.49% Increased
2127
Peninsula Wealth
Peninsula Wealth
California
$22.4M -$621K 6 9.6% Reduced
2128
NFAM
North Fourth Asset Management
New Jersey
$22.4M +$13.9M 4 5.49% Increased
2129
Ally Financial
Ally Financial
Michigan
$22.4M +$11.6M 5 3.61% Increased
2130
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group
California
$22.4M +$223K 4 11.75% Increased
2131
Highline Capital Management
Highline Capital Management
New York
$22.3M -$3.62M 2 22.38% Reduced
2132
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$22.3M -$5.91M 4 2.32% Reduced
2133
PJB
Paul John Balson
California
$22.3M +$386K 6 5.51% Increased
2134
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$22.3M +$249K 12 3.8% Increased
2135
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$22.2M +$1.55M 9 4.11% Increased
2136
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$22.2M +$7.47M 1 1.18% Increased
2137
Lowell Blake & Associates
Lowell Blake & Associates
Massachusetts
$22.2M +$1.76M 4 17.87% Increased
2138
BRR OpCo
BRR OpCo
Ohio
$22.2M +$77.4K 8 3.71% Increased
2139
Harber Asset Management
Harber Asset Management
North Carolina
$22.2M -$13.9M 2 6.13% Reduced
2140
Parkside Investments
Parkside Investments
Illinois
$22.1M -$3.39M 4 5.82% Reduced
2141
West Coast Financial
West Coast Financial
California
$22.1M -$1.05M 3 5% Reduced
2142
Toronado Partners
Toronado Partners
California
$22.1M -$9.9M 1 6.17% Reduced
2143
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$22.1M +$537K 14 9.92% Increased
2144
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$22.1M -$3.47M 5 3.11% Reduced
2145
Oasis Management Company
Oasis Management Company
Cayman Islands
$22.1M +$19.5M 3 9.76% Increased
2146
Six Columns Capital
Six Columns Capital
Texas
$22M +$3.15M 1 4.29% Increased
2147
AO
Allen Operations
New York
$22M +$4.08M 3 7.67% Increased
2148
MCA
Mercer Capital Advisers
New Jersey
$22M -$573K 5 13.52% Reduced
2149
Cullen Capital Management
Cullen Capital Management
New York
$22M -$14.5M 2 1.28% Reduced
2150
CT
Chicago Trust
Illinois
$22M +$771K 7 9.18% Increased