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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
2501
Roanoke Asset Management
Roanoke Asset Management
New Jersey
$33M +$3.41M 5 10.89% Increased
2502
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$33M -$1.79M 10 12.8% Reduced
2503
Steamboat Capital Partners
Steamboat Capital Partners
New York
$33M -$2.89M 3 12.1% Reduced
2504
Udine Wealth Management
Udine Wealth Management
Florida
$33M +$1.05M 4 22.96% Increased
2505
KAM
Kinney Asset Management
Illinois
$32.9M -$10.9M 1 25.12% Reduced
2506
Fortis Capital Advisors
Fortis Capital Advisors
Kansas
$32.9M +$4.68M 7 11.87% Increased
2507
Lafayette Investments
Lafayette Investments
Maryland
$32.9M +$278K 5 7.48% Increased
2508
Monarch Capital Management
Monarch Capital Management
Indiana
$32.9M -$443K 5 9.66% Reduced
2509
Aspen Grove Capital
Aspen Grove Capital
Colorado
$32.8M -$4.12M 9 7.72% Reduced
2510
Citizens Business Bank
Citizens Business Bank
California
$32.8M -$1.27M 5 6.93% Reduced
2511
Affinity Wealth Management
Affinity Wealth Management
Delaware
$32.7M -$2.7M 4 5.98% Reduced
2512
Hendley & Co
Hendley & Co
Ohio
$32.7M +$2M 4 11.74% Increased
2513
Coalescence Partners Investment Management
Coalescence Partners Investment Management
New York
$32.7M -$8.07M 2 26.84% Reduced
2514
Buckhead Capital Management
Buckhead Capital Management
Georgia
$32.7M -$30.6K 6 11.06% Reduced
2515
Redwood Investments
Redwood Investments
Massachusetts
$32.7M -$2.91M 4 11.13% Reduced
2516
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
$32.7M -$5.37M 2 6.64% Reduced
2517
SC
Shellback Capital
Massachusetts
$32.6M -$43.8M 2 2.39% Reduced
2518
Northwest Bancshares
Northwest Bancshares
Pennsylvania
$32.6M -$2.3M 6 5.56% Reduced
2519
Hourglass Capital
Hourglass Capital
Texas
$32.6M +$171K 6 9.69% Increased
2520
Wambolt & Associates
Wambolt & Associates
Colorado
$32.6M +$1.47M 6 9.47% Increased
2521
LRI Investments
LRI Investments
Florida
$32.6M +$9.6M 16 3.71% Increased
2522
Carolinas Wealth Consulting
Carolinas Wealth Consulting
North Carolina
$32.6M -$123K 13 6.28% Reduced
2523
WrapManager Inc
WrapManager Inc
California
$32.6M +$183K 6 8.99% Increased
2524
Miramar Capital
Miramar Capital
Illinois
$32.5M +$2.85M 2 8.14% Increased
2525
Empire Financial Management Company
Empire Financial Management Company
New York
$32.5M +$175K 6 10.76% Increased