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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
1126
MIM
Montgomery Investment Management
Maryland
$17M -$184K 2 9.26% Reduced
1127
Callahan Advisors
Callahan Advisors
Texas
$17M +$482K 4 6.49% Increased
1128
DCC
Dow Chemical Company
Michigan
$17M +$3.08M 5 1.42% Increased
1129
CAMI
Concord Asset Management (Illinois)
Illinois
$17M -$34.4K 2 6.53% Reduced
1130
AIM
Arcadia Investment Management
Michigan
$17M -$1.07M 4 4.42% Reduced
1131
Man Investments (UK)
Man Investments (UK)
United Kingdom
$16.9M +$16.3M 9 2.31% Increased
1132
SIRP
Shelter Insurance Retirement Plan
Missouri
$16.9M $0 2 7.17% Maintained
1133
NCMG
NCM Capital Management Group
North Carolina
$16.9M -$1.03M 7 12.21% Reduced
1134
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$16.9M -$253K 5 6.41% Reduced
1135
ATC
Argent Trust Company
Louisiana
$16.9M -$373K 4 7.14% Reduced
1136
CIC
Cornercap Investment Counsel
Georgia
$16.8M +$602K 3 3.42% Increased
1137
Community Trust & Investment
Community Trust & Investment
Kentucky
$16.8M -$978K 2 3.44% Reduced
1138
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$16.8M +$863K 2 3.46% Increased
1139
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$16.7M +$2.09M 2 4.19% Increased
1140
Bainco International Investors
Bainco International Investors
Massachusetts
$16.7M -$768K 4 4.16% Reduced
1141
AAC
Asset Advisors Corp
Georgia
$16.6M +$1.12M 3 4.73% Increased
1142
FIM
Frontier Investment Management
Texas
$16.6M +$666K 4 3.03% Increased
1143
LA
Libra Advisors
New York
$16.6M +$15.9M 1 25.51% New
1144
BPM
Bowling Portfolio Management
Ohio
$16.6M -$1.2M 5 4.62% Reduced
1145
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$16.5M -$7.12K 2 2.23% Reduced
1146
Zevin Asset Management
Zevin Asset Management
Massachusetts
$16.4M -$1.79M 2 5.01% Reduced
1147
FSC
Fiduciary Services Corp
Georgia
$16.4M -$475K 5 7.23% Reduced
1148
New England Asset Management
New England Asset Management
Connecticut
$16.3M +$412K 2 0.48% Increased
1149
DR
Davis Rea
Ontario, Canada
$16.3M +$7.64M 4 12.59% Increased
1150
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$16.2M +$1.37M 8 3.26% Increased