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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
3026
Carlson Capital Management
Carlson Capital Management
Minnesota
$13.6M +$356K 7 1.91% Increased
3027
Pettee Investors
Pettee Investors
Connecticut
$13.6M -$531K 5 6.37% Reduced
3028
Gables Capital Management
Gables Capital Management
Florida
$13.5M -$2.84M 6 9.27% Reduced
3029
Financial Sense Advisors
Financial Sense Advisors
California
$13.5M -$887K 4 4.25% Reduced
3030
AWH Capital
AWH Capital
Texas
$13.5M $0 2 12.3% Maintained
3031
Arlington Financial Advisors
Arlington Financial Advisors
California
$13.5M -$748K 4 5.12% Reduced
3032
Townsend Asset Management
Townsend Asset Management
North Carolina
$13.5M +$101K 6 7.46% Increased
3033
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$13.4M -$698K 2 1.14% Reduced
3034
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$13.4M +$2.49M 1 3.67% Increased
3035
Kesler Norman & Wride
Kesler Norman & Wride
Utah
$13.4M -$173K 5 3.09% Reduced
3036
NED
Nancy E. Dempze
$13.4M -$444K 4 11.28% Reduced
3037
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13.4M +$163K 7 9.26% Increased
3038
Quest Capital Management
Quest Capital Management
Texas
$13.3M +$797K 6 2.66% Increased
3039
Phocas Financial Corp
Phocas Financial Corp
California
$13.3M +$2.29M 5 1.68% Increased
3040
Cambridge Advisors
Cambridge Advisors
Nebraska
$13.3M -$269K 6 3.22% Reduced
3041
Lantz Financial
Lantz Financial
Illinois
$13.3M +$506K 6 6.83% Increased
3042
Castleview Partners
Castleview Partners
Texas
$13.3M +$12.6M 12 5.82% New
3043
Peddock Capital Advisors
Peddock Capital Advisors
Massachusetts
$13.3M +$182K 8 4.64% Increased
3044
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$13.3M +$492K 1 1.69% Increased
3045
Salem Capital Management
Salem Capital Management
Massachusetts
$13.3M -$290K 2 7.27% Reduced
3046
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$13.3M -$885K 11 1.37% Reduced
3047
Nicholas Investment Partners
Nicholas Investment Partners
California
$13.3M +$1.65M 4 0.83% Increased
3048
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.2M +$5.81M 5 0.54% Increased
3049
Aspen Investment Management
Aspen Investment Management
Michigan
$13.2M -$599K 6 6.92% Reduced
3050
StrongBox Wealth
StrongBox Wealth
Missouri
$13.2M -$646K 3 7.58% Reduced