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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
2701
11A
10-15 Associates
New York
$2.59M -$2.05M 2 0.73% Reduced
2702
WCBA
Weaver C. Barksdale & Associates
Tennessee
$2.59M +$25K 3 3.02% Increased
2703
FNB
Farmers National Bank
Kentucky
$2.58M -$113K 5 1.52% Reduced
2704
SJL
Shayne & Jacobs LLC
Tennessee
$2.57M -$83.7K 2 2.04% Reduced
2705
WI
WrapManager Inc
California
$2.57M +$79.4K 5 0.9% Increased
2706
NSB
Norway Savings Bank
Maine
$2.56M +$14.6K 7 2.5% Increased
2707
SAMC
Spectrum Asset Management (California)
California
$2.55M -$21.2K 3 2.36% Reduced
2708
PK
Pflug Koory
Nebraska
$2.55M +$21.5K 9 2.15% Increased
2709
SIAS
Shine Investment Advisory Services
Colorado
$2.55M +$891K 12 1.29% Increased
2710
CCP
Centaur Capital Partners
Texas
$2.54M +$618K 1 6.71% Increased
2711
SAM
Shamrock Asset Management
Texas
$2.53M +$336K 6 1.58% Increased
2712
LA
Lau Associates
Delaware
$2.53M -$2.75K 2 2.02% Reduced
2713
Park Avenue Securities
Park Avenue Securities
New York
$2.52M +$2.53M 4 0.28% New
2714
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$2.51M +$33K 13 0.45% Increased
2715
EA
Elm Advisors
California
$2.51M -$106K 4 2.06% Reduced
2716
PCA
Peddock Capital Advisors
Massachusetts
$2.51M +$1.87M 6 1.33% Increased
2717
NBG
Nancy B. Gardiner
$2.51M +$57.3K 3 5.09% Increased
2718
CPA
Cowen Prime Advisors
New York
$2.5M +$350K 9 1.15% Increased
2719
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$2.5M +$179K 5 0.71% Increased
2720
Contrarius Investment Management
Contrarius Investment Management
Jersey
$2.5M -$20.9M 1 0.17% Reduced
2721
I2I
Insight 2811 Inc
Illinois
$2.49M -$193K 4 1.9% Reduced
2722
Partners Value Investments
Partners Value Investments
Bermuda
$2.46M +$2.46M 1 0.39% New
2723
KSCM
Key Square Capital Management
Connecticut
$2.44M -$30.8M 1 0.36% Reduced
2724
TI
Turner Investments
Pennsylvania
$2.44M +$531K 4 1.6% Increased
2725
DE
Day & Ennis
Georgia
$2.44M +$297K 4 2.1% Increased