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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
2976
Leisure Capital Management
Leisure Capital Management
California
$6.9M +$644K 6 6.65% Increased
2977
Cavalier Investments
Cavalier Investments
Georgia
$6.9M +$3.35M 2 4.08% Increased
2978
New Vernon Capital Holdings II
New Vernon Capital Holdings II
New Jersey
$6.9M +$7.41M 1 5.97% New
2979
FBT
First Bank & Trust
South Dakota
$6.88M -$65.4K 10 6.19% Reduced
2980
Lipe & Dalton
Lipe & Dalton
New York
$6.87M -$100K 6 5.82% Reduced
2981
Hansberger Growth Investors
Hansberger Growth Investors
Wisconsin
$6.87M -$280K 1 9.27% Reduced
2982
Robertson Opportunity Capital
Robertson Opportunity Capital
Texas
$6.86M +$3.53M 1 4.88% Increased
2983
IP
Investment Partners
Ohio
$6.84M +$156K 5 4.93% Increased
2984
PH
Pinnacle Holdings
Oklahoma
$6.84M +$401K 3 3.92% Increased
2985
Probity Advisors
Probity Advisors
Texas
$6.84M -$48.6K 5 2.51% Reduced
2986
Key Financial Inc
Key Financial Inc
Pennsylvania
$6.83M -$70.1K 11 7.01% Reduced
2987
CGM
Centenus Global Management
New York
$6.82M +$7M 2 4.46% New
2988
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$6.81M -$1.01M 6 2.59% Reduced
2989
Andesa Financial Management
Andesa Financial Management
Pennsylvania
$6.8M -$580K 4 7.62% Reduced
2990
Red Cedar Capital
Red Cedar Capital
Nebraska
$6.8M +$137K 4 6.82% Increased
2991
Adams Chetwood Wealth Management
Adams Chetwood Wealth Management
North Carolina
$6.79M +$179K 5 7.94% Increased
2992
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management
Nebraska
$6.78M -$6.87M 1 3.77% Reduced
2993
Oak Asset Management
Oak Asset Management
California
$6.75M -$148K 7 4.91% Reduced
2994
SC
Salzman & Co
New York
$6.75M +$7.88M 1 22.71% New
2995
Permit Capital
Permit Capital
Pennsylvania
$6.75M +$903K 2 2.8% Increased
2996
Quantitative Systematic Strategies
Quantitative Systematic Strategies
Florida
$6.75M -$7.2M 8 5.52% Reduced
2997
Ranch Capital Advisors
Ranch Capital Advisors
Florida
$6.74M +$490K 10 6.66% Increased
2998
Affiance Financial
Affiance Financial
Minnesota
$6.73M +$2.16M 6 4.64% Increased
2999
Integrated Investment Consultants
Integrated Investment Consultants
Michigan
$6.72M -$2.46M 7 3.97% Reduced
3000
Cable Hill Partners
Cable Hill Partners
Oregon
$6.71M +$957K 6 2.41% Increased