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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
2601
MIC Capital Partners (Public) (US) IM
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$17.6M $0 1 4.29% Maintained
2602
BE
Bonness Enterprises
District of Columbia
$17.6M $0 4 9.4% Maintained
2603
Ayrshire Capital Management
Ayrshire Capital Management
Connecticut
$17.6M +$462K 4 10.77% Increased
2604
Old Point Trust & Financial Services N A
Old Point Trust & Financial Services N A
Virginia
$17.6M -$31.6K 3 8.14% Reduced
2605
Andesa Financial Management
Andesa Financial Management
Pennsylvania
$17.5M +$6.81M 7 5.72% Increased
2606
AAA
Adams Asset Advisors
Texas
$17.5M +$222K 4 3.78% Increased
2607
Bouvel Investment Partners
Bouvel Investment Partners
Pennsylvania
$17.5M -$908K 4 11.25% Reduced
2608
Creative Financial Designs
Creative Financial Designs
Indiana
$17.5M +$943K 17 3.43% Increased
2609
Csenge Advisory Group
Csenge Advisory Group
Florida
$17.5M +$617K 7 1.79% Increased
2610
Red Door Wealth Management
Red Door Wealth Management
Tennessee
$17.5M +$1.26M 5 8.93% Increased
2611
Resource Management
Resource Management
Louisiana
$17.5M -$26.8K 7 2.1% Reduced
2612
GoodHaven Capital Management
GoodHaven Capital Management
New Jersey
$17.5M $0 2 13.08% Maintained
2613
Cypress Wealth Services
Cypress Wealth Services
California
$17.5M +$683K 8 3.65% Increased
2614
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$17.4M $0 4 5.36% Maintained
2615
RMSCM
R.M. Sincerbeaux Capital Management
New York
$17.4M -$139K 2 11.9% Reduced
2616
Bangor Savings Bank
Bangor Savings Bank
Maine
$17.4M +$2.56M 7 2.1% Increased
2617
GCMG
Gyroscope Capital Management Group
Florida
$17.4M +$1.68M 6 6.97% Increased
2618
Farmers National Bank
Farmers National Bank
Kentucky
$17.4M -$647K 6 6.62% Reduced
2619
XXEC Inc
XXEC Inc
Oklahoma
$17.4M +$1.58M 3 12.24% Increased
2620
Capital Insight Partners
Capital Insight Partners
Arizona
$17.4M -$87.5K 6 4.23% Reduced
2621
Sapphire Ventures
Sapphire Ventures
Texas
$17.4M -$41.6M 2 3.45% Reduced
2622
LAM
LifePro Asset Management
California
$17.3M +$698K 4 5.48% Increased
2623
Lincoln Capital Corp
Lincoln Capital Corp
Rhode Island
$17.3M +$176K 5 10.8% Increased
2624
Cephei Capital Management
Cephei Capital Management
Hong Kong
$17.3M -$29.1M 1 16.19% Reduced
2625
HIC
Harbor Island Capital
Massachusetts
$17.3M $0 2 8.99% Maintained