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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
2426
Heartland Advisors
Heartland Advisors
Wisconsin
$23.6M +$4.86M 5 1.37% Increased
2427
FGIM
First Growth Investment Manager
California
$23.6M +$264K 3 8.63% Increased
2428
OIA
Optimum Investment Advisors
Illinois
$23.6M -$5.08M 13 7.36% Reduced
2429
Stillwater Investment Management (Minnesota)
Stillwater Investment Management (Minnesota)
Minnesota
$23.6M -$419K 7 6.27% Reduced
2430
Alcosta Capital Management
Alcosta Capital Management
California
$23.6M +$1.18M 3 14.5% Increased
2431
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana)
Louisiana
$23.6M -$1.72M 3 6.66% Reduced
2432
SC
Sawyer & Company
Massachusetts
$23.5M +$295K 8 10.97% Increased
2433
SP
StackLine Partners
New York
$23.5M +$4.56M 1 7.55% Increased
2434
KLCM
KG&L Capital Management
Louisiana
$23.4M +$542K 7 10.69% Increased
2435
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$23.4M -$607K 6 9.81% Reduced
2436
Tairen Capital
Tairen Capital
Hong Kong
$23.4M -$54.4M 2 4.1% Reduced
2437
North Point Portfolio Managers
North Point Portfolio Managers
Ohio
$23.4M +$252K 4 3.22% Increased
2438
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$23.4M -$1.92M 5 2.74% Reduced
2439
Distillate Capital Partners
Distillate Capital Partners
Illinois
$23.3M +$3.18M 6 6.48% Increased
2440
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$23.3M -$550K 6 7.88% Reduced
2441
JT Stratford LLC
JT Stratford LLC
Georgia
$23.3M +$287K 4 7.45% Increased
2442
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$23.3M +$92K 7 5.34% Increased
2443
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$23.3M +$2.09M 3 15.49% Increased
2444
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$23.3M -$439K 6 12.78% Reduced
2445
Montecito Bank & Trust
Montecito Bank & Trust
California
$23.2M +$202K 5 4.46% Increased
2446
Spark Investment Management
Spark Investment Management
New York
$23.2M $0 2 12.74% Maintained
2447
ETI
Enterprise Trust & Investment
California
$23.2M -$215K 7 9.49% Reduced
2448
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$23.2M +$256K 6 8.41% Increased
2449
TI
Truehand Inc
New Hampshire
$23.1M -$16.6K 8 13.63% Reduced
2450
Marshall & Sullivan
Marshall & Sullivan
Washington
$23.1M +$314K 4 12.82% Increased