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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
3326
Exeter Financial
Exeter Financial
Arizona
$16.9M -$180K 5 7.6% Reduced
3327
Optimas Capital
Optimas Capital
Hong Kong
$16.9M +$11.5M 1 28.74% Increased
3328
McGowan Group Asset Management
McGowan Group Asset Management
Texas
$16.9M -$170K 5 2.24% Reduced
3329
Raub Brock Capital Management
Raub Brock Capital Management
California
$16.9M -$2.29M 3 3.78% Reduced
3330
Barrier Capital Management
Barrier Capital Management
California
$16.9M -$9.9M 2 16.19% Reduced
3331
AFS
Aft Forsyth & Sober
Florida
$16.9M +$3.89M 4 5.9% Increased
3332
UAML
US Asset Management LLC
Pennsylvania
$16.9M -$218K 6 16.14% Reduced
3333
VELA Investment Management
VELA Investment Management
Ohio
$16.9M -$270K 3 5.3% Reduced
3334
Greenland Capital Management
Greenland Capital Management
New York
$16.9M -$5.73M 5 2.01% Reduced
3335
Prospector Partners
Prospector Partners
Connecticut
$16.9M -$4.84K 3 1.9% Reduced
3336
QCI
Quaker Capital Investments
Pennsylvania
$16.9M -$146K 1 5.45% Reduced
3337
Postrock Partners
Postrock Partners
Oregon
$16.9M $0 4 8.35% Maintained
3338
Centric Wealth Management
Centric Wealth Management
Illinois
$16.9M +$642K 6 4.43% Increased
3339
MFC
Mechanics Financial Corp
Ohio
$16.8M +$23.3K 8 7.64% Increased
3340
Ulland Investment Advisors
Ulland Investment Advisors
Minnesota
$16.8M -$4.38M 7 14.08% Reduced
3341
ET
Entropy Technologies
New York
$16.8M +$11.5M 10 1.64% Increased
3342
Winmill & Co
Winmill & Co
New Hampshire
$16.8M $0 2 5.11% Maintained
3343
Davidson Kahn Capital Management
Davidson Kahn Capital Management
California
$16.8M +$6.16M 4 12.93% Increased
3344
First Business Financial Services
First Business Financial Services
Wisconsin
$16.8M +$881K 6 1.65% Increased
3345
Brentview Investment Management
Brentview Investment Management
Illinois
$16.8M -$305K 3 8.94% Reduced
3346
Prosperity Financial Group
Prosperity Financial Group
California
$16.8M +$260K 6 8.35% Increased
3347
CCP
Cunning Capital Partners
North Carolina
$16.8M -$105K 5 10.69% Reduced
3348
FVCM
F&V Capital Management
Florida
$16.8M -$7.73M 3 4.35% Reduced
3349
Hazlett, Burt & Watson
Hazlett, Burt & Watson
West Virginia
$16.8M +$185K 14 7.53% Increased
3350
Anabranch Capital Management
Anabranch Capital Management
Connecticut
$16.8M -$7.06M 1 10.84% Reduced