← All themes

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
2501
Nikulski Financial
Nikulski Financial
Iowa
$6.72M +$501K 2 6.67% Increased
2502
Somerset Group
Somerset Group
Minnesota
$6.7M -$648K 3 6.04% Reduced
2503
Cincinnati Specialty Underwriters Insurance
Cincinnati Specialty Underwriters Insurance
Ohio
$6.7M $0 2 5.45% Maintained
2504
Trust Investment Advisors
Trust Investment Advisors
Indiana
$6.68M -$47.4K 4 7.68% Reduced
2505
Smith, Moore & Co
Smith, Moore & Co
Missouri
$6.66M +$1.23M 9 1.79% Increased
2506
Columbus Macro
Columbus Macro
Pennsylvania
$6.62M -$49.3K 4 1.71% Reduced
2507
CHA
Carmichael Hill & Associates
Maryland
$6.62M +$58.9K 6 7.24% Increased
2508
Empirical Finance
Empirical Finance
Pennsylvania
$6.62M +$3.87M 6 1.68% Increased
2509
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$6.61M -$433K 6 1.81% Reduced
2510
Sicart Associates
Sicart Associates
New York
$6.6M -$6.83M 3 3.94% Reduced
2511
Archon Capital Management
Archon Capital Management
Washington
$6.6M -$6.29M 3 0.66% Reduced
2512
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$6.6M $0 5 0.61% Maintained
2513
LI
Longer Investments
Arkansas
$6.56M -$673K 3 7.18% Reduced
2514
Quadrant Capital Management
Quadrant Capital Management
New Jersey
$6.56M -$237K 2 4.83% Reduced
2515
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$6.56M -$94.7K 10 1.4% Reduced
2516
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$6.54M +$428K 12 2.69% Increased
2517
GAMC
Garner Asset Management Corp
Texas
$6.54M +$494K 6 5.47% Increased
2518
Modera Wealth Management
Modera Wealth Management
New Jersey
$6.52M -$17.3K 6 1.35% Reduced
2519
NEA Management Company
NEA Management Company
Maryland
$6.51M $0 1 0.29% Maintained
2520
Dudley & Shanley
Dudley & Shanley
Florida
$6.5M +$6.51M 1 1.24% New
2521
Forte Capital
Forte Capital
New York
$6.49M -$13.5M 4 2.72% Reduced
2522
FA
Financial Advantage
Maryland
$6.48M +$64K 1 5.19% Increased
2523
Cutter & Co Brokerage
Cutter & Co Brokerage
Missouri
$6.47M +$69.3K 3 2.56% Increased
2524
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$6.47M +$921K 2 2.52% Increased
2525
Loudon Investment Management
Loudon Investment Management
New Hampshire
$6.45M -$574K 2 5.13% Reduced