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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
Mount Vernon Associates
Mount Vernon Associates
Maryland
$11.7M -$192K 4 17.47% Reduced
2352
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11.7M -$91.7K 1 1.09% Reduced
2353
AMI Investment Management
AMI Investment Management
Indiana
$11.6M +$740K 4 5.41% Increased
2354
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$11.6M +$476K 5 2.57% Increased
2355
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$11.6M +$7.63M 7 0.95% Increased
2356
Peachtree Investment Partners
Peachtree Investment Partners
Florida
$11.6M +$600K 2 9.26% Increased
2357
Cerity Partners OCIO
Cerity Partners OCIO
New York
$11.6M +$898K 8 0.59% Increased
2358
Horan Capital Advisors
Horan Capital Advisors
Ohio
$11.5M +$159K 8 7.06% Increased
2359
Bodenholm Capital
Bodenholm Capital
Sweden
$11.5M -$22.9M 1 5.19% Reduced
2360
Rings Capital Management
Rings Capital Management
Illinois
$11.5M $0 1 8.71% Maintained
2361
Granite Point Capital Management
Granite Point Capital Management
Massachusetts
$11.5M +$2.64M 3 1.8% Increased
2362
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$11.5M +$92.4K 1 1.91% Increased
2363
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$11.5M -$1.21M 3 8.66% Reduced
2364
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$11.4M -$74.8K 8 4.58% Reduced
2365
AIA International
AIA International
Hong Kong
$11.4M $0 1 56.75% Maintained
2366
AO
Allen Operations
New York
$11.4M $0 3 5.54% Maintained
2367
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$11.4M -$2.48M 5 0.9% Reduced
2368
Knuff & Co
Knuff & Co
California
$11.4M +$512K 7 7.81% Increased
2369
Guinness Atkinson Asset Management
Guinness Atkinson Asset Management
California
$11.4M -$592K 3 8.97% Reduced
2370
CSA
Cottage Street Advisors
Massachusetts
$11.4M +$540K 5 6.83% Increased
2371
Evermay Wealth Management
Evermay Wealth Management
Virginia
$11.3M -$312K 6 3.09% Reduced
2372
LVW Advisors
LVW Advisors
New York
$11.3M -$305K 5 2.81% Reduced
2373
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$11.3M -$215K 6 2.89% Reduced
2374
Sphera Funds Management
Sphera Funds Management
Israel
$11.3M -$3.71M 2 1.74% Reduced
2375
Stratos Investment Management
Stratos Investment Management
Ohio
$11.3M +$1.89M 5 6.4% Increased