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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
2451
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.36M -$1.26M 3 0.14% Reduced
2452
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.36M +$545K 2 0.27% Increased
2453
TNAM
Terra Nova Asset Management
New York
$1.35M +$892K 1 1.11% Increased
2454
TL
Tirschwell & Loewy
New York
$1.35M $0 1 0.23% Maintained
2455
EP
Edgestream Partners
New Jersey
$1.34M -$1.16M 1 0.92% Reduced
2456
DWA
Dorsey Wright & Associates
California
$1.33M +$1.35M 1 0.64% New
2457
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.33M +$35.6K 2 0.04% Increased
2458
CCM
Carderock Capital Management
Maryland
$1.33M -$10K 1 0.67% Reduced
2459
YMRC
Yorktown Management & Research Company
Virginia
$1.32M $0 3 0.23% Maintained
2460
BWM
Baystate Wealth Management
Massachusetts
$1.32M -$132K 1 0.35% Reduced
2461
QIM
Quantitative Investment Management
Virginia
$1.3M -$18.3M 3 0.2% Reduced
2462
GS
Gagnon Securities
New York
$1.3M -$1.48K 1 0.51% Reduced
2463
CCM
Canal Capital Management
Virginia
$1.3M +$51.9K 1 1.21% Increased
2464
SAMC
Spectrum Asset Management (California)
California
$1.28M $0 1 1.11% Maintained
2465
AW
Alpha Windward
Massachusetts
$1.28M -$4.82K 6 0.86% Reduced
2466
CIP
Champlain Investment Partners
Vermont
$1.28M +$1.34M 1 0.02% New
2467
Algert Global
Algert Global
California
$1.28M +$632K 2 0.71% Increased
2468
SS
Sunbelt Securities
Texas
$1.28M +$426K 2 1.76% Increased
2469
LC
Lubar & Co
Wisconsin
$1.27M -$1.93K 1 0.75% Reduced
2470
PCI
Pacifica Capital Investments
Texas
$1.27M $0 1 0.78% Maintained
2471
MCM
MV Capital Management
Maryland
$1.27M +$303K 7 0.52% Increased
2472
DCM
Dinsmore Capital Management
New Jersey
$1.26M $0 1 0.5% Maintained
2473
SI
Shaker Investments
Ohio
$1.25M -$186K 1 0.87% Reduced
2474
Fenimore Asset Management
Fenimore Asset Management
New York
$1.24M +$6.43K 1 0.06% Increased
2475
RWM
Raffa Wealth Management
District of Columbia
$1.23M -$134K 6 0.73% Reduced