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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
2401
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$20.9M +$6.09M 5 4.5% Increased
2402
PAM
Pegasus Asset Management
New York
$20.9M -$257K 5 11.37% Reduced
2403
SCM
Springhouse Capital Management
Connecticut
$20.9M +$1.98M 4 10.35% Increased
2404
Carlson Capital
Carlson Capital
Texas
$20.9M +$20.8M 1 1.44% New
2405
Cerity Partners OCIO
Cerity Partners OCIO
New York
$20.9M +$1.08M 8 0.69% Increased
2406
Gordian Capital (Singapore)
Gordian Capital (Singapore)
Singapore
$20.9M -$4.98M 7 28.24% Reduced
2407
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$20.9M -$155K 6 4.72% Reduced
2408
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth
Virginia
$20.8M +$1.36M 11 3.18% Increased
2409
Harbor Advisory Corp
Harbor Advisory Corp
New Hampshire
$20.8M +$1.89M 5 9.12% Increased
2410
EIM
Ervin Investment Management
Washington
$20.8M +$109K 5 19.29% Increased
2411
272 Capital
272 Capital
Texas
$20.8M +$14.7M 2 9.93% Increased
2412
Stelac Advisory Services
Stelac Advisory Services
New York
$20.8M +$1.37M 7 8.36% Increased
2413
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$20.7M +$933K 9 5.07% Increased
2414
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$20.7M +$491K 7 5.4% Increased
2415
Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Virginia
$20.7M +$4.8M 7 22.56% Increased
2416
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$20.7M -$194K 5 12.56% Reduced
2417
Incline Global Management
Incline Global Management
New York
$20.7M +$24.1M 2 5.91% New
2418
Skylands Capital
Skylands Capital
Wisconsin
$20.7M +$934K 5 3.03% Increased
2419
Sage Capital Advisors
Sage Capital Advisors
South Dakota
$20.7M -$26.7K 4 9.86% Reduced
2420
Carderock Capital Management
Carderock Capital Management
Maryland
$20.7M +$1.43M 3 8.63% Increased
2421
Blume Capital Management
Blume Capital Management
California
$20.7M +$417K 10 8.16% Increased
2422
WBH Advisory
WBH Advisory
Maryland
$20.6M -$399K 6 2.75% Reduced
2423
Citizens & Northern Corp
Citizens & Northern Corp
Pennsylvania
$20.6M +$357K 5 8.98% Increased
2424
Tiemann Investment Advisors
Tiemann Investment Advisors
California
$20.6M -$173K 7 10.99% Reduced
2425
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$20.6M -$191K 5 2.56% Reduced