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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
2951
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$12.7M -$1.13M 2 1.11% Reduced
2952
Columbia Trust
Columbia Trust
Oregon
$12.7M +$507K 4 7.86% Increased
2953
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$12.7M -$6.45M 2 0.74% Reduced
2954
BCM
Bluefin Capital Management
New York
$12.6M -$15.2M 5 0.61% Reduced
2955
Founders Financial Securities
Founders Financial Securities
Maryland
$12.6M +$1.98M 7 2.9% Increased
2956
STC
Sarah T. Connolly
$12.6M -$242K 5 11.18% Reduced
2957
Winslow Asset Management
Winslow Asset Management
Ohio
$12.5M +$250K 4 2.54% Increased
2958
Almanack Investment Partners
Almanack Investment Partners
Pennsylvania
$12.5M -$1.78M 6 1.27% Reduced
2959
Excalibur Management
Excalibur Management
Massachusetts
$12.5M -$3.02K 5 6.16% Reduced
2960
Community Capital Management
Community Capital Management
Florida
$12.5M +$27.2K 5 13.77% Increased
2961
DMK
David M. Knott
$12.5M $0 3 5.34% Maintained
2962
Modus Advisors
Modus Advisors
Minnesota
$12.5M +$774K 4 5.78% Increased
2963
Continuum Advisory
Continuum Advisory
Idaho
$12.5M +$3.16M 6 5.2% Increased
2964
CAN
Claraphi Advisory Network
United States
$12.5M +$142K 9 3.44% Increased
2965
WealthBridge Investment Counsel
WealthBridge Investment Counsel
Alberta, Canada
$12.5M -$7.66K 3 6.09% Reduced
2966
Orser Capital Management
Orser Capital Management
Texas
$12.5M -$549K 4 8.1% Reduced
2967
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$12.5M -$4.12M 12 1.49% Reduced
2968
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$12.4M +$87.8K 5 0.66% Increased
2969
Security National Bank of Sioux City Iowa
Security National Bank of Sioux City Iowa
Iowa
$12.4M +$471K 6 10.02% Increased
2970
Blue Grotto Capital
Blue Grotto Capital
Georgia
$12.4M +$5.17M 1 4.58% Increased
2971
DTL
Dynamic Technology Lab
Singapore
$12.4M +$5.53M 9 1.4% Increased
2972
Six Columns Capital
Six Columns Capital
Texas
$12.4M -$14.3M 1 2.2% Reduced
2973
Hollow Brook Wealth Management
Hollow Brook Wealth Management
New York
$12.4M -$814K 3 8.12% Reduced
2974
Needham Investment Management
Needham Investment Management
New York
$12.4M -$1.17M 3 1.69% Reduced
2975
Arlington Financial Advisors
Arlington Financial Advisors
California
$12.4M -$256K 4 5.01% Reduced