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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
2626
Augustine Asset Management
Augustine Asset Management
Florida
$32.9M +$3.72M 4 8.64% Increased
2627
Natural Investments
Natural Investments
California
$32.8M +$32.4M 7 9.09% New
2628
Harbor Advisory Corp
Harbor Advisory Corp
New Hampshire
$32.8M +$38.2K 5 10.78% Increased
2629
Chatham Capital Group
Chatham Capital Group
Georgia
$32.8M +$317K 6 5.4% Increased
2630
Zullo Investment Group
Zullo Investment Group
Pennsylvania
$32.8M -$27.1K 6 13.25% Reduced
2631
Connable Office Inc
Connable Office Inc
Michigan
$32.8M +$356K 4 3.39% Increased
2632
Marathon Capital Management
Marathon Capital Management
Maryland
$32.8M +$168K 5 8.19% Increased
2633
Patten Group
Patten Group
Tennessee
$32.8M +$94.3K 6 7.25% Increased
2634
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$32.8M -$167K 7 4.6% Reduced
2635
RA
Rovida Advisors
Florida
$32.8M +$27M 2 25.49% Increased
2636
Smith, Moore & Co
Smith, Moore & Co
Missouri
$32.7M -$281K 7 2.99% Reduced
2637
Penbrook Management
Penbrook Management
New York
$32.7M -$20.5K 6 22.33% Reduced
2638
Grandview Asset Management
Grandview Asset Management
Pennsylvania
$32.7M +$17.8M 6 12% Increased
2639
Pacifica Partners
Pacifica Partners
Canada
$32.7M -$406K 8 14.11% Reduced
2640
Delta Financial Advisors
Delta Financial Advisors
Louisiana
$32.6M +$40.8K 5 12.14% Increased
2641
WealthBridge Investment Counsel
WealthBridge Investment Counsel
Alberta, Canada
$32.6M -$815K 3 11.97% Reduced
2642
DI
Diligent Investors
California
$32.6M -$415K 6 7.47% Reduced
2643
Peregrine Asset Advisers
Peregrine Asset Advisers
Oregon
$32.6M +$5.3M 7 12% Increased
2644
AW
Atlas Wealth
Ohio
$32.5M +$848K 7 12.31% Increased
2645
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$32.5M +$586K 7 4.69% Increased
2646
Financial Partners Group (Tennessee)
Financial Partners Group (Tennessee)
Tennessee
$32.5M -$1.67M 5 13.5% Reduced
2647
Titleist Asset Management
Titleist Asset Management
Texas
$32.5M -$533K 9 3.72% Reduced
2648
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$32.5M -$1.37M 8 11.3% Reduced
2649
Flow Traders U.S.
Flow Traders U.S.
New York
$32.5M +$27.8M 9 1.29% Increased
2650
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$32.4M -$545K 6 4.68% Reduced