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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
2301
DTL
Dynamic Technology Lab
Singapore
$343K -$787K 1 0.28% Reduced
2302
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$343K $0 1 0.01% Maintained
2303
WCM
Weintraub Capital Management
California
$333K +$329K 1 1.3% New
2304
DRGI
del Rey Global Investors
California
$330K +$327K 1 0.52% New
2305
FNBOH
First National Bank of Hutchinson
Kansas
$324K -$170K 1 0.22% Reduced
2306
BTCR
Bankers Trust Cedar Rapids
Iowa
$318K +$327K 1 6.75% New
2307
CCM
Cutler Capital Management
Massachusetts
$318K -$95.4K 1 0.13% Reduced
2308
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$317K +$51.2K 1 0.02% Increased
2309
FC
FCA Corp
Texas
$314K +$323K 1 0.19% New
2310
GA
Geller Advisors
New York
$311K +$18.7K 1 0.23% Increased
2311
ZCA
Zeke Capital Advisors
Pennsylvania
$311K -$329K 1 0.29% Reduced
2312
NPPM
North Point Portfolio Managers
Ohio
$310K -$206K 1 0.07% Reduced
2313
FPC
Falcon Point Capital
California
$307K -$301K 1 0.33% Reduced
2314
OAM
Orinda Asset Management
California
$306K -$107K 2 0.96% Reduced
2315
PGH
Partners Group Holding
Switzerland
$300K -$148K 1 0.08% Reduced
2316
ARM
Adirondack Research & Management
New York
$294K $0 1 0.17% Maintained
2317
KL
Kinsight LLC
Alabama
$291K $0 1 0.18% Maintained
2318
SAM
Shamrock Asset Management
Texas
$286K -$1.45K 1 0.12% Reduced
2319
FMP
Financial Management Professionals
Texas
$279K -$4.36K 5 0.17% Reduced
2320
Financial Engines Advisors
Financial Engines Advisors
California
$278K +$275K 1 0.23% New
2321
NSCM
New South Capital Management
Tennessee
$278K $0 1 0.01% Maintained
2322
SP
Steelhead Partners
Washington
$275K -$271K 1 0.03% Reduced
2323
ACM
Artis Capital Management
California
$273K -$395K 1 0.59% Reduced
2324
TFCP
Twin Focus Capital Partners
Massachusetts
$269K +$44K 1 0.26% Increased
2325
GI
Glovista Investments
New Jersey
$268K $0 1 0.05% Maintained