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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
JGGDR
JGP Global Gestao de Recursos
Brazil
$3.98M -$23.5M 1 3.38% Reduced
2302
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$3.98M -$584K 8 1.52% Reduced
2303
HIM
Hanlon Investment Management
New Jersey
$3.97M +$4.05M 1 0.38% New
2304
JFS Wealth Advisors
JFS Wealth Advisors
Pennsylvania
$3.96M +$83.1K 6 1.14% Increased
2305
United Bank (Virginia)
United Bank (Virginia)
Virginia
$3.95M -$2.31K 3 4.76% Reduced
2306
Skylands Capital
Skylands Capital
Wisconsin
$3.93M +$2.41M 3 0.56% Increased
2307
MPEM
Marathon Partners Equity Management
New York
$3.92M +$63.2K 2 1.64% Increased
2308
ATIA
American Trust Investment Advisors
New Hampshire
$3.92M -$49.1K 2 4.42% Reduced
2309
PWS
Peloton Wealth Strategists
Indiana
$3.92M -$39.4K 3 3.38% Reduced
2310
Caprock Group
Caprock Group
Idaho
$3.91M +$926K 4 2.24% Increased
2311
IIA
IPG Investment Advisors
California
$3.89M -$700K 4 1.8% Reduced
2312
PHAM
Palisades Hudson Asset Management
Florida
$3.88M +$5.46K 6 3.28% Increased
2313
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$3.88M +$235K 4 4.3% Increased
2314
LWM
LBA Wealth Management
Florida
$3.87M +$259K 7 2.23% Increased
2315
HS
HighVista Strategies
Massachusetts
$3.84M +$3.58M 2 0.71% Increased
2316
Cerity Partners OCIO
Cerity Partners OCIO
New York
$3.8M +$1.52M 4 0.42% Increased
2317
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$3.8M +$3.86M 6 3.77% New
2318
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$3.8M +$2.66M 6 2.44% Increased
2319
Semper Augustus Investments Group
Semper Augustus Investments Group
Colorado
$3.78M -$646K 1 2.65% Reduced
2320
Cornerstone Advisory
Cornerstone Advisory
Maryland
$3.78M +$3.65M 5 3.25% New
2321
Channing Capital Management
Channing Capital Management
Illinois
$3.77M -$3.38M 1 0.17% Reduced
2322
Kovack Advisors
Kovack Advisors
Florida
$3.76M +$672K 8 2.48% Increased
2323
SSI Investment Management
SSI Investment Management
California
$3.73M +$197K 4 0.38% Increased
2324
RAM
Redmond Asset Management
Virginia
$3.72M -$1.26M 4 2.01% Reduced
2325
SMG
Spectrum Management Group
Indiana
$3.71M +$531K 7 1.38% Increased