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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
2351
Capital Insight Partners
Capital Insight Partners
Arizona
$10M -$984K 5 8.82% Reduced
2352
Yorktown Management & Research Company
Yorktown Management & Research Company
Virginia
$10M -$393K 5 2.93% Reduced
2353
Mount Lucas Management
Mount Lucas Management
Pennsylvania
$10M +$9.8M 1 1.47% New
2354
Summit Financial Group
Summit Financial Group
West Virginia
$10M -$127K 6 7.44% Reduced
2355
Mendel Money Management
Mendel Money Management
Illinois
$10M +$9.7M 3 9.67% New
2356
White Pine Capital
White Pine Capital
Minnesota
$10M -$109K 5 3.52% Reduced
2357
West Oak Capital
West Oak Capital
California
$10M +$62K 9 5.76% Increased
2358
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
$10M -$454K 5 2.85% Reduced
2359
Two Sigma Securities
Two Sigma Securities
New York
$10M -$43.2M 10 0.06% Reduced
2360
BDO Wealth Advisors
BDO Wealth Advisors
Florida
$9.9M +$786K 14 3.21% Increased
2361
Wills Financial Group
Wills Financial Group
Virginia
$9.9M +$2.05M 4 6.55% Increased
2362
Parisi Gray Wealth Management
Parisi Gray Wealth Management
New Jersey
$9.9M +$248K 10 6.11% Increased
2363
Fort Point Capital Partners
Fort Point Capital Partners
California
$9.9M +$2.08M 6 2.99% Increased
2364
WFWM
Wechter Feldman Wealth Management
New Jersey
$9.9M +$9.7M 2 6.04% New
2365
Prince Street Capital Management
Prince Street Capital Management
New York
$9.9M -$22.9M 1 2.09% Reduced
2366
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$9.9M +$4.47M 5 4.03% Increased
2367
Consolidated Investment Group
Consolidated Investment Group
Colorado
$9.8M +$499K 3 4.59% Increased
2368
Next Financial Group
Next Financial Group
Texas
$9.8M -$2.54M 12 4.56% Reduced
2369
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$9.8M -$494K 8 3.96% Reduced
2370
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management
Minnesota
$9.8M -$1.49M 4 6.02% Reduced
2371
QVT Financial
QVT Financial
New York
$9.8M +$5.38M 1 2.53% Increased
2372
Cerity Partners OCIO
Cerity Partners OCIO
New York
$9.8M +$1.28M 8 0.59% Increased
2373
Hutchinson Capital Management
Hutchinson Capital Management
California
$9.8M +$53.1K 2 2.72% Increased
2374
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$9.8M -$1.06M 4 4.58% Reduced
2375
Private Harbour Investment Management & Counsel
Private Harbour Investment Management & Counsel
Ohio
$9.8M -$419K 3 8.78% Reduced