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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
Brown Advisory Securities
Brown Advisory Securities
Maryland
$22.3M -$5.28M 5 13.03% Reduced
2602
Systematic Financial Management
Systematic Financial Management
New Jersey
$22.3M +$247K 2 0.69% Increased
2603
Firsthand Capital Management
Firsthand Capital Management
California
$22.2M -$2.74M 4 11.55% Reduced
2604
Red Spruce Capital
Red Spruce Capital
Pennsylvania
$22.2M +$1.84M 7 12.57% Increased
2605
Raab & Moskowitz Asset Management
Raab & Moskowitz Asset Management
New Jersey
$22.2M -$434K 4 7.59% Reduced
2606
Banco de Sabadell
Banco de Sabadell
Florida
$22.1M +$574K 4 12.8% Increased
2607
Waycross Partners
Waycross Partners
Kentucky
$22.1M +$2.33M 4 12.88% Increased
2608
Clay Northam Wealth Management
Clay Northam Wealth Management
California
$22.1M +$359K 8 22.38% Increased
2609
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$22.1M -$244K 2 5.95% Reduced
2610
Stanley Capital Management
Stanley Capital Management
Texas
$22.1M +$648K 4 6.44% Increased
2611
Palouse Capital Management
Palouse Capital Management
Washington
$22.1M +$869K 8 9.71% Increased
2612
Roberts Capital Advisors
Roberts Capital Advisors
Colorado
$22M $0 6 22.75% Maintained
2613
Riggs Asset Management
Riggs Asset Management
Pennsylvania
$22M -$7.73M 12 6.44% Reduced
2614
Brown Capital Management
Brown Capital Management
Maryland
$22M -$725K 4 0.22% Reduced
2615
Once Capital Management
Once Capital Management
New York
$22M -$510K 3 20.1% Reduced
2616
Channing Capital Management
Channing Capital Management
Illinois
$22M +$5.64M 3 0.65% Increased
2617
Long Road Investment Counsel
Long Road Investment Counsel
Michigan
$22M +$147K 4 9.87% Increased
2618
Surevest
Surevest
California
$21.9M -$4.02M 10 5.29% Reduced
2619
Lincluden Management
Lincluden Management
Ontario, Canada
$21.9M -$296K 3 1.94% Reduced
2620
Sculati Wealth Management
Sculati Wealth Management
Michigan
$21.9M -$103K 6 10.68% Reduced
2621
Trust Company of Oklahoma
Trust Company of Oklahoma
Oklahoma
$21.9M -$336K 4 8.37% Reduced
2622
Orca Investment Management
Orca Investment Management
Oregon
$21.9M -$2.12M 5 17.82% Reduced
2623
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$21.8M -$4.41M 4 11.76% Reduced
2624
EGA
E&G Advisors
Texas
$21.8M -$142K 8 5.96% Reduced
2625
Evermay Wealth Management
Evermay Wealth Management
Virginia
$21.8M -$1.4M 13 3.66% Reduced