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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
1251
SKP
Sanborn Kilcollin Partners
Illinois
$13.5M +$12.8M 1 8.19% New
1252
BBI
Baxter Bros Inc
Connecticut
$13.4M +$13.1M 3 8.14% New
1253
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$13.4M +$12.8M 3 2.55% New
1254
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$13.4M +$13.6M 4 5.82% New
1255
CapWealth Advisors
CapWealth Advisors
Tennessee
$13.4M +$13.6M 7 3.9% New
1256
DM
Delphi Management
Massachusetts
$13.3M +$14.1M 2 1.59% New
1257
TC
Taylor Cottrill
New Hampshire
$13.3M +$13.9M 3 7.7% New
1258
FIM
FourPoints Investment Managers
France
$13.3M +$13.1M 6 1.33% New
1259
GL
Globe Life
Texas
$13.3M +$14.2M 1 12.91% New
1260
CWM
Concert Wealth Management
California
$13.3M +$13.2M 6 1.98% New
1261
GLRA
Gerald L. Ray & Associates
Texas
$13.2M +$13.5M 5 2.97% New
1262
Cheviot Value Management
Cheviot Value Management
California
$13.2M +$12.6M 1 7.22% New
1263
SII Investments
SII Investments
Wisconsin
$13.2M +$13.2M 5 2.84% New
1264
SIPS
Shelter Insurance Profit Sharing
Missouri
$13.2M +$14.1M 2 5.94% New
1265
Maple Capital Management
Maple Capital Management
Vermont
$13.1M +$13.3M 2 5.86% New
1266
HC
HHG & Company
Connecticut
$13.1M +$13.8M 4 5.29% New
1267
HFS
Haverford Financial Services
Pennsylvania
$13.1M +$13.2M 2 7.37% New
1268
DCC
Dow Chemical Company
Michigan
$13M +$12.7M 4 1.15% New
1269
Dock Street Asset Management
Dock Street Asset Management
Florida
$13M +$12.9M 3 8.27% New
1270
WRM
Westport Resources Management
Connecticut
$13M +$13.6M 6 4.57% New
1271
Aureus Asset Management
Aureus Asset Management
Massachusetts
$13M +$13.1M 4 4.66% New
1272
RP
Raiff Partners
New York
$13M +$12.5M 2 9.62% New
1273
ICM
Intrepid Capital Management
Florida
$12.9M +$12.3M 1 2.26% New
1274
BCM
Beddow Capital Management
Wyoming
$12.9M +$13.8M 1 4.2% New
1275
MCM
McRae Capital Management
New Jersey
$12.9M +$13.1M 2 7.52% New