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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
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$36.1M -$2.29M 17 10.51% Reduced
2302
Foundry Partners
Foundry Partners
Minnesota
$36.1M +$718K 5 1.93% Increased
2303
Greater Midwest Financial Group
Greater Midwest Financial Group
Minnesota
$36.1M +$816K 5 22.58% Increased
2304
Geller Advisors
Geller Advisors
New York
$35.9M +$4M 7 2.91% Increased
2305
University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$35.9M +$16.5M 6 7.44% Increased
2306
CFO4Life Group
CFO4Life Group
Texas
$35.8M -$257K 6 6.51% Reduced
2307
S.E.E.D. Planning Group
S.E.E.D. Planning Group
New York
$35.8M -$93.2K 4 13.07% Reduced
2308
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$35.8M -$2.94M 4 15.65% Reduced
2309
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
$35.7M -$62M 2 6.11% Reduced
2310
AXS Investments
AXS Investments
New York
$35.7M +$1.94M 8 8.57% Increased
2311
APSI
Asset Planning Services Inc
Louisiana
$35.7M +$102K 3 19.93% Increased
2312
St. Clair Advisors
St. Clair Advisors
Ohio
$35.6M -$87.3K 6 11.57% Reduced
2313
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$35.6M -$1.33M 3 9.76% Reduced
2314
Rempart Asset Management
Rempart Asset Management
Canada
$35.6M -$192K 1 6.84% Reduced
2315
Union Heritage Capital
Union Heritage Capital
Michigan
$35.5M +$5.14M 4 14.08% Increased
2316
PDS Planning
PDS Planning
Ohio
$35.5M +$642K 8 3.73% Increased
2317
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$35.4M +$485K 9 6.03% Increased
2318
Canal Capital Management
Canal Capital Management
Virginia
$35.4M +$1.01M 4 5.94% Increased
2319
Liberty Capital Management
Liberty Capital Management
Michigan
$35.3M -$731K 5 8.7% Reduced
2320
MONECO Advisors
MONECO Advisors
Connecticut
$35.3M -$1.89M 7 5.6% Reduced
2321
Anson Funds Management
Anson Funds Management
Texas
$35.3M +$5.74M 3 2.29% Increased
2322
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$35.3M -$1.55M 7 8.74% Reduced
2323
Harbour Investment Management
Harbour Investment Management
Washington
$35.3M -$947K 4 16.55% Reduced
2324
Hartford Financial Management
Hartford Financial Management
Connecticut
$35.2M +$53.6K 10 7.43% Increased
2325
BDA
Borer Denton & Associates
Pennsylvania
$35.2M +$313K 2 12.46% Increased