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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
2876
Mizuho Markets Americas
Mizuho Markets Americas
New York
$14.1M +$6.86M 2 1.04% Increased
2877
Cedar Brook Financial Partners
Cedar Brook Financial Partners
Ohio
$14M -$626K 7 4.4% Reduced
2878
Kirr Marbach & Co
Kirr Marbach & Co
Indiana
$14M -$4.21M 1 4.4% Reduced
2879
Mayar Capital
Mayar Capital
United Kingdom
$14M +$8.4M 1 10.56% Increased
2880
Hunter Perkins Capital Management
Hunter Perkins Capital Management
Illinois
$14M +$7.45M 3 3.23% Increased
2881
Addison Capital
Addison Capital
Pennsylvania
$14M -$189K 4 8.2% Reduced
2882
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management
New York
$14M +$119K 4 6.4% Increased
2883
Regency Capital Management
Regency Capital Management
Hawaii
$13.9M +$1.58M 4 15% Increased
2884
FAG
Fortitude Advisory Group
Washington
$13.9M -$971K 7 12.75% Reduced
2885
Montgomery Investment Management
Montgomery Investment Management
Maryland
$13.9M -$413K 6 5.64% Reduced
2886
Solstein Capital
Solstein Capital
California
$13.9M -$10.8K 8 10.67% Reduced
2887
Pacifica Partners
Pacifica Partners
Canada
$13.9M +$519K 12 9.6% Increased
2888
Ceeto Capital Group
Ceeto Capital Group
Florida
$13.9M +$768K 6 7.6% Increased
2889
FBT
First Bank & Trust
South Dakota
$13.9M +$1.07M 13 4.52% Increased
2890
Leeward Financial Partners
Leeward Financial Partners
Washington
$13.9M +$3.81M 3 9.53% Increased
2891
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$13.8M -$967K 15 2.31% Reduced
2892
Plancorp LLC
Plancorp LLC
Missouri
$13.8M -$1.79M 7 0.87% Reduced
2893
Oakview Capital Management
Oakview Capital Management
Texas
$13.8M +$4.73M 1 6.93% Increased
2894
HLC
Hunt Lane Capital
New York
$13.8M -$15.3M 4 17% Reduced
2895
Financial Insights
Financial Insights
Washington
$13.8M -$38.8K 2 13.98% Reduced
2896
Merrion Investment Management
Merrion Investment Management
New Jersey
$13.8M -$33.1K 3 13.32% Reduced
2897
DRH Investments
DRH Investments
California
$13.8M -$1.21M 1 13.26% Reduced
2898
Sanders Morris Harris
Sanders Morris Harris
Texas
$13.8M +$3.2M 10 3.01% Increased
2899
CH
Canton Hathaway
Rhode Island
$13.8M +$45.1K 7 4.79% Increased
2900
Allen Capital Group
Allen Capital Group
Nebraska
$13.7M +$1.81M 5 2.79% Increased