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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
GPM Growth Investors
GPM Growth Investors
Michigan
$23.1M +$491K 3 13.21% Increased
2302
Wills Financial Group
Wills Financial Group
Virginia
$23.1M +$1.39M 4 11.2% Increased
2303
BC
Breakline Capital
New York
$23M -$823K 4 13.99% Reduced
2304
Granahan Investment Management
Granahan Investment Management
Massachusetts
$23M -$8.42M 3 0.49% Reduced
2305
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$23M -$4.83M 5 7.52% Reduced
2306
Knuff & Co
Knuff & Co
California
$23M +$233K 9 9.83% Increased
2307
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$22.9M -$680K 6 18.61% Reduced
2308
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$22.9M +$1.53M 6 5.41% Increased
2309
SXL
Summit X LLC
Missouri
$22.9M +$2.27M 7 6.29% Increased
2310
Nachman Norwood & Parrott
Nachman Norwood & Parrott
South Carolina
$22.9M -$2.07K 7 2.52% Reduced
2311
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$22.9M +$11M 8 2.92% Increased
2312
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$22.8M +$287K 6 8.3% Increased
2313
TAA
TB Alternative Assets
Cayman Islands
$22.8M +$19.4M 1 4.29% Increased
2314
Berman Capital Advisors
Berman Capital Advisors
Georgia
$22.8M +$4.91M 24 4.76% Increased
2315
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
$22.8M -$1.61M 4 7.11% Reduced
2316
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
$22.7M -$1.31M 5 7.51% Reduced
2317
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors
New Jersey
$22.7M -$846 6 6.97% Reduced
2318
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$22.6M +$491K 2 1.36% Increased
2319
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$22.6M -$1.91M 5 11.2% Reduced
2320
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$22.6M +$2.76M 12 5.51% Increased
2321
McRae Capital Management
McRae Capital Management
New Jersey
$22.6M -$4.75M 4 5.6% Reduced
2322
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$22.6M +$9.8M 4 2.75% Increased
2323
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$22.6M +$5.76M 9 10.83% Increased
2324
Delta Investment Management
Delta Investment Management
California
$22.6M -$1.05M 6 7.19% Reduced
2325
F/M Investments
F/M Investments
District of Columbia
$22.6M +$681K 4 17.83% Increased