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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
3001
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.54M -$301K 7 6.63% Reduced
3002
Harvey Investment Company
Harvey Investment Company
Kentucky
$2.53M +$199K 3 0.46% Increased
3003
Bienville Capital Management
Bienville Capital Management
New York
$2.53M -$8.78K 3 0.44% Reduced
3004
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$2.52M +$351K 6 0.32% Increased
3005
AIM
Alambic Investment Management
California
$2.52M -$1.58M 2 0.3% Reduced
3006
TDC
Thompson Davis & Co
Virginia
$2.5M -$526K 15 5.91% Reduced
3007
KS
Karpas Strategies
Connecticut
$2.49M +$2.05K 2 1.07% Increased
3008
HCM
Harvest Capital Management
New Hampshire
$2.49M -$226K 4 0.94% Reduced
3009
BOC
Barbara Oil Co
Illinois
$2.48M $0 2 1.58% Maintained
3010
Affiance Financial
Affiance Financial
Minnesota
$2.46M +$61.3K 6 1.82% Increased
3011
Tortoise Investment Management
Tortoise Investment Management
New York
$2.45M +$11.9K 10 0.7% Increased
3012
LA
Lau Associates
Delaware
$2.45M +$96.6K 2 1.91% Increased
3013
FIM
Farmhouse Investment Management
California
$2.45M -$35.9M 2 1.53% Reduced
3014
MCF Advisors
MCF Advisors
Kentucky
$2.45M -$85K 6 0.45% Reduced
3015
BI
Bredin Investment
Delaware
$2.44M +$2.41M 5 1.97% New
3016
IndexIQ Advisors
IndexIQ Advisors
New York
$2.44M +$1.96M 3 0.09% Increased
3017
WA
WealthTrust-Arizona
Arizona
$2.42M +$263K 10 1.19% Increased
3018
CB
CNB Bank
Pennsylvania
$2.41M +$2.38M 7 1.44% New
3019
HRT Financial
HRT Financial
New York
$2.4M +$1.7M 2 2.45% Increased
3020
Almanack Investment Partners
Almanack Investment Partners
Pennsylvania
$2.4M +$187K 4 0.95% Increased
3021
MUS
Mitsubishi UFJ Securities
Japan
$2.38M +$173K 7 9.97% Increased
3022
GC
Gratry & Company
Ohio
$2.37M +$559K 2 2.86% Increased
3023
BBCM
Boardman Bay Capital Management
New York
$2.35M -$8.16M 4 3.33% Reduced
3024
George Kaiser Family Foundation
George Kaiser Family Foundation
Oklahoma
$2.35M $0 1 0.78% Maintained
3025
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$2.35M -$319K 5 0.51% Reduced