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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
1201
CDH
Charles D. Hyman
$23.9M +$838K 6 3.57% Increased
1202
BIC
Bridges Investment Counsel
Nebraska
$23.8M -$340K 6 5.23% Reduced
1203
PCMK
Paragon Capital Management (Kansas)
Kansas
$23.8M +$11.4M 2 8.42% Increased
1204
Goelzer Investment Management
Goelzer Investment Management
Indiana
$23.8M -$159K 6 3.28% Reduced
1205
NPC
National Planning Corporation
California
$23.8M -$53.6K 8 1.84% Reduced
1206
CC
Cornerstone Capital
California
$23.8M +$2.64M 3 5.18% Increased
1207
TCM
Tradewinds Capital Management
Washington
$23.7M -$764K 10 16.96% Reduced
1208
Parker Investment Management
Parker Investment Management
California
$23.4M +$142K 3 8.69% Increased
1209
Quadrature Capital
Quadrature Capital
United Kingdom
$23.3M -$6.52M 5 1.73% Reduced
1210
SFG
Sather Financial Group
Texas
$23.3M +$369K 3 9.04% Increased
1211
CI
Cooper Investors
Australia
$23.2M +$987K 2 4.87% Increased
1212
PAM
PineView Asset Management
Connecticut
$23.2M +$12.5M 2 9.77% Increased
1213
Navellier & Associates
Navellier & Associates
Nevada
$23.2M +$7.01M 4 3.47% Increased
1214
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$23.2M +$975K 3 2.42% Increased
1215
Bridges Investment Management
Bridges Investment Management
Nebraska
$23.1M +$531K 5 3.99% Increased
1216
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$23.1M +$6.32M 7 1.71% Increased
1217
USCA RIA
USCA RIA
Texas
$23M +$123K 6 3.87% Increased
1218
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$23M +$619K 10 4.31% Increased
1219
GSA Capital Partners
GSA Capital Partners
United Kingdom
$23M +$5.03M 10 1.27% Increased
1220
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$22.9M -$396K 4 7.6% Reduced
1221
Horizon Kinetics
Horizon Kinetics
New York
$22.9M -$722K 5 0.58% Reduced
1222
DSI
Daiwa SB Investments
Japan
$22.9M +$1.98M 7 6.61% Increased
1223
CIC
Canal Insurance Company
South Carolina
$22.8M $0 2 7.51% Maintained
1224
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$22.8M +$3.25M 4 0.37% Increased
1225
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$22.8M -$1.12M 5 3.86% Reduced