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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
2151
Barry Investment Advisors
Barry Investment Advisors
Massachusetts
$14.1M +$147K 2 4.41% Increased
2152
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$14.1M -$187K 7 5.66% Reduced
2153
Monashee Investment Management
Monashee Investment Management
Massachusetts
$14.1M +$8.58M 1 3.24% Increased
2154
KCP
Kenmare Capital Partners
New York
$14.1M $0 1 17.59% Maintained
2155
GSA Capital Partners
GSA Capital Partners
United Kingdom
$14.1M -$4.2M 17 1.43% Reduced
2156
AMG National Trust Bank
AMG National Trust Bank
Colorado
$14.1M -$401K 6 0.87% Reduced
2157
RMSCM
R.M. Sincerbeaux Capital Management
New York
$14.1M $0 2 11.34% Maintained
2158
Spyglass Capital Management
Spyglass Capital Management
California
$14M +$4.97M 2 5.44% Increased
2159
Harbour Investment Management
Harbour Investment Management
Washington
$14M +$213K 3 10.37% Increased
2160
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$14M +$234K 5 12.5% Increased
2161
MCA
Mercer Capital Advisers
New Jersey
$14M -$8.74K 7 9.41% Reduced
2162
Taylor Wealth Management Partners
Taylor Wealth Management Partners
Massachusetts
$14M -$289K 1 6.98% Reduced
2163
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$14M +$1.27M 17 5% Increased
2164
Corda Investment Management
Corda Investment Management
Texas
$14M +$2.28M 3 1.62% Increased
2165
LCP
Legacy Capital Partners
Wisconsin
$14M +$594K 6 6.53% Increased
2166
Sky Investment Group
Sky Investment Group
Connecticut
$14M +$106K 4 5.13% Increased
2167
LCAM
Lee Capital Asset Management
New York
$14M -$3.53M 3 20.86% Reduced
2168
Cipher Capital
Cipher Capital
New York
$14M +$139K 5 1.1% Increased
2169
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$14M +$440K 8 1.67% Increased
2170
NKCFO LLC
NKCFO LLC
Illinois
$13.9M +$2.89M 4 9.58% Increased
2171
NM
Nokota Management
New York
$13.9M -$188M 1 0.42% Reduced
2172
BIMC
Benson Investment Management Company
Virginia
$13.9M +$174K 4 10.72% Increased
2173
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$13.9M +$770K 10 5% Increased
2174
Alpha Capital Management
Alpha Capital Management
Texas
$13.8M -$113K 4 5.44% Reduced
2175
Oarsman Capital
Oarsman Capital
Wisconsin
$13.8M +$375K 6 6.56% Increased