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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
AMAL
Asset Management Advisors LLC
Oklahoma
$20.2M -$673K 3 14.43% Reduced
1127
CIC
Cornercap Investment Counsel
Georgia
$20.2M -$436K 3 3.7% Reduced
1128
LIC
Lodestar Investment Counsel
Illinois
$20.1M +$873K 5 6.31% Increased
1129
PWM
Patriot Wealth Management
Texas
$20.1M +$2.02M 5 5.36% Increased
1130
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$20M -$1.18M 1 3.95% Reduced
1131
RSS
Rosenblum Silverman Sutton
California
$20M +$74.2K 5 9.46% Increased
1132
BAC
Boys Arnold & Co
North Carolina
$19.9M +$1.77M 4 3.61% Increased
1133
SCGF III Management
SCGF III Management
California
$19.6M $0 1 4.31% Maintained
1134
ACM
Artha Capital Management
Connecticut
$19.6M -$2.9M 1 8.61% Reduced
1135
Norris Perne & French
Norris Perne & French
Michigan
$19.6M +$241K 5 3.84% Increased
1136
CCMD
Cypress Capital Management (Delaware)
Delaware
$19.6M +$236K 2 6.12% Increased
1137
Destination Wealth Management
Destination Wealth Management
California
$19.5M +$197K 4 2.09% Increased
1138
JLB & Associates
JLB & Associates
Michigan
$19.5M +$255K 3 7.27% Increased
1139
AIA
Affinity Investment Advisors
California
$19.5M +$13.7M 2 2.3% Increased
1140
KLWA
Kelly Lawrence W & Associates
California
$19.5M -$1.04M 4 4.47% Reduced
1141
SFG
Sather Financial Group
Texas
$19.5M +$304K 3 12.29% Increased
1142
Martin & Co
Martin & Co
Tennessee
$19.5M -$1.39M 4 6.65% Reduced
1143
Montag & Associates
Montag & Associates
Georgia
$19.2M -$17.9K 4 3.25% Reduced
1144
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$19.2M +$3.16M 4 6.17% Increased
1145
SIRP
Shelter Insurance Retirement Plan
Missouri
$19.2M $0 2 7.94% Maintained
1146
Barton Investment Management
Barton Investment Management
Pennsylvania
$19.2M -$291K 5 7.84% Reduced
1147
LCP
Lamond Capital Partners
California
$19.1M -$3.72M 1 9.46% Reduced
1148
BPM
Bowling Portfolio Management
Ohio
$19.1M -$212K 5 4.55% Reduced
1149
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$19.1M -$38.3M 1 3.48% Reduced
1150
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$19M -$157K 4 6.44% Reduced