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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
1076
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$23.7M +$113K 3 2.83% Increased
1077
CCC
Chelsea Counsel Company
California
$23.6M -$501K 4 5.29% Reduced
1078
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$23.6M -$1.93M 8 3.97% Reduced
1079
Kennedy Capital Management
Kennedy Capital Management
Missouri
$23.5M +$4.26M 2 0.42% Increased
1080
BFIC
Bedell Frazier Investment Counselling
California
$23.5M +$827K 3 9.36% Increased
1081
Ledyard National Bank
Ledyard National Bank
$23.5M -$44.4K 8 4.11% Reduced
1082
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$23.5M +$4.71M 4 2.26% Increased
1083
NAM
North American Management
Massachusetts
$23.4M -$2.37M 3 4.02% Reduced
1084
Webster Bank
Webster Bank
Connecticut
$23.4M -$1.58M 5 3.91% Reduced
1085
Absolute Return Capital
Absolute Return Capital
Massachusetts
$23.3M -$49.9M 4 0.93% Reduced
1086
SouthState Corp
SouthState Corp
Florida
$23.3M +$881K 4 3.25% Increased
1087
SCM
Stonebridge Capital Management
California
$23.3M -$455K 6 9.5% Reduced
1088
SMI
Shelter Mutual Insurance
Missouri
$23.3M $0 2 7.01% Maintained
1089
AL
Agran Libbie
California
$23.2M -$275K 6 6.02% Reduced
1090
BCM
Buckhead Capital Management
Georgia
$23.1M +$764K 4 4.22% Increased
1091
MTIP
Magee Thomson Investment Partners
California
$23M +$5.58M 2 6.67% Increased
1092
GIM
Greylin Investment Management
Virginia
$23M +$643K 1 5.82% Increased
1093
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$22.8M +$317K 3 4% Increased
1094
Bank of Hawaii
Bank of Hawaii
Hawaii
$22.8M +$130K 5 2.37% Increased
1095
KCP
Kenmare Capital Partners
New York
$22.7M -$1.81M 1 16.18% Reduced
1096
CDH
Charles D. Hyman
$22.7M +$852K 3 3.64% Increased
1097
IAM
Integre Asset Management
New York
$22.7M -$3.24M 5 4.75% Reduced
1098
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$22.6M +$2.44M 2 2.46% Increased
1099
GCM
GoodHaven Capital Management
New Jersey
$22.5M -$4.11M 2 7.16% Reduced
1100
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.4M +$1.51M 6 7.08% Increased