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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
2476
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$22.5M -$223K 7 5.8% Reduced
2477
RiverFront Investment Group
RiverFront Investment Group
Virginia
$22.5M -$12.8M 1 0.75% Reduced
2478
Harrell Investment Partners
Harrell Investment Partners
Texas
$22.5M +$256K 4 7.23% Increased
2479
Palouse Capital Management
Palouse Capital Management
Washington
$22.4M -$299K 7 9.97% Reduced
2480
Skylands Capital
Skylands Capital
Wisconsin
$22.4M -$2.76M 5 2.76% Reduced
2481
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Oklahoma
$22.4M +$1.23M 6 7.26% Increased
2482
Bell Bank
Bell Bank
North Dakota
$22.3M -$4.34M 7 2.79% Reduced
2483
Intercontinental Wealth Advisors
Intercontinental Wealth Advisors
Texas
$22.3M +$3.05M 7 5.2% Increased
2484
TI
Truehand Inc
New Hampshire
$22.3M $0 8 13.17% Maintained
2485
Tsai Capital
Tsai Capital
New York
$22.3M +$188K 3 19.2% Increased
2486
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$22.3M +$86.4K 6 9.91% Increased
2487
Allied Investment Advisors
Allied Investment Advisors
Montana
$22.2M +$24.2K 3 8.41% Increased
2488
Seven Eight Capital
Seven Eight Capital
New York
$22.2M +$12M 6 2.14% Increased
2489
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$22.1M -$162K 22 3.93% Reduced
2490
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$22.1M +$342K 9 5.11% Increased
2491
Canyon Capital Advisors
Canyon Capital Advisors
Texas
$22.1M +$22.5M 1 0.78% New
2492
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$22M -$771K 3 6% Reduced
2493
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$22M -$220K 5 7.96% Reduced
2494
RB Capital Management
RB Capital Management
Nevada
$22M +$543K 6 8.26% Increased
2495
First National Bank & Trust Co of Newtown
First National Bank & Trust Co of Newtown
Pennsylvania
$22M -$669K 7 4.57% Reduced
2496
Huber Capital Management
Huber Capital Management
California
$21.9M $0 3 5.67% Maintained
2497
Benin Management Corp
Benin Management Corp
Connecticut
$21.9M -$324K 6 6.99% Reduced
2498
Graypoint LLC
Graypoint LLC
New York
$21.9M +$3.53M 8 2.69% Increased
2499
Dorchester Wealth Management
Dorchester Wealth Management
Quebec, Canada
$21.9M -$2.57M 6 5.4% Reduced
2500
Bangor Savings Bank
Bangor Savings Bank
Maine
$21.8M +$1.33M 8 2.27% Increased