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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
3151
EGVF
ESA Global Value Fund
Cayman Islands
$13.6M -$31.5M 3 60.44% Reduced
3152
NERM
New England Research & Management
Illinois
$13.6M +$344K 5 7.86% Increased
3153
Thrive Wealth Management
Thrive Wealth Management
Pennsylvania
$13.5M -$658K 6 3.51% Reduced
3154
Foster Group
Foster Group
Iowa
$13.5M +$902K 6 0.81% Increased
3155
ACM
Ariose Capital Management
Hong Kong
$13.5M -$20.4M 1 10.78% Reduced
3156
First National Advisers
First National Advisers
Nebraska
$13.5M +$1.94M 4 12.45% Increased
3157
Old Mission Investment Co
Old Mission Investment Co
Michigan
$13.5M -$336K 6 5.01% Reduced
3158
Sterling Investment Counsel
Sterling Investment Counsel
New York
$13.5M +$86.5K 5 7.29% Increased
3159
Callan Capital
Callan Capital
California
$13.5M +$434K 5 1.49% Increased
3160
ICA Group Wealth Management
ICA Group Wealth Management
Colorado
$13.5M -$13.5M 20 3.38% Reduced
3161
Harber Asset Management
Harber Asset Management
North Carolina
$13.5M -$8.54M 2 3.58% Reduced
3162
Doliver Advisors
Doliver Advisors
Texas
$13.5M -$1.87M 6 4.1% Reduced
3163
Gables Capital Management
Gables Capital Management
Florida
$13.5M -$372K 9 8.82% Reduced
3164
St. Denis J. Villere & Co
St. Denis J. Villere & Co
Louisiana
$13.5M +$922K 4 0.98% Increased
3165
Vectors Research Management
Vectors Research Management
New York
$13.5M -$595K 3 3.83% Reduced
3166
Taylor Frigon Capital Management
Taylor Frigon Capital Management
Arizona
$13.4M -$2.45M 4 6.57% Reduced
3167
Wambolt & Associates
Wambolt & Associates
Colorado
$13.4M +$1.27M 6 4.78% Increased
3168
Prossimo Advisors
Prossimo Advisors
California
$13.4M +$8.79M 5 12.95% Increased
3169
SPC Financial Inc
SPC Financial Inc
Maryland
$13.4M +$196K 5 1.45% Increased
3170
AAM
Ascension Asset Management
New York
$13.4M +$12.4M 4 8.21% New
3171
MFC
Mechanics Financial Corp
Ohio
$13.4M -$43.4K 8 7.29% Reduced
3172
Martin Investment Management
Martin Investment Management
Florida
$13.4M -$533K 4 3.78% Reduced
3173
QCI
Quaker Capital Investments
Pennsylvania
$13.4M $0 1 4.78% Maintained
3174
Corsair Capital Management
Corsair Capital Management
New York
$13.4M -$48.6K 2 4.56% Reduced
3175
Gouws Capital LLC
Gouws Capital LLC
North Carolina
$13.4M -$221K 4 11.03% Reduced