← All themes

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
1376
CCA
Covey Capital Advisors
Georgia
$19.7M -$205K 2 10.64% Reduced
1377
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$19.7M +$945K 3 1.09% Increased
1378
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$19.7M -$532K 8 1.84% Reduced
1379
RCIM
Russell Clark Investment Management
United Kingdom
$19.7M -$5.35M 2 4.19% Reduced
1380
American National Bank & Trust
American National Bank & Trust
Texas
$19.7M +$490K 6 6.56% Increased
1381
BTC Capital Management
BTC Capital Management
Iowa
$19.6M +$2.22M 5 4.09% Increased
1382
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$19.6M -$922K 3 5.96% Reduced
1383
Petrus Trust Company
Petrus Trust Company
Texas
$19.6M -$1.39M 2 4.47% Reduced
1384
MC
Mathes Company
New York
$19.6M -$4.92M 5 11.1% Reduced
1385
Randolph Company
Randolph Company
Ohio
$19.5M -$5.07M 1 4.93% Reduced
1386
MFM
Marianas Fund Management
New York
$19.5M -$6.2M 1 4.71% Reduced
1387
Chemical Bank
Chemical Bank
Michigan
$19.5M +$1.67M 7 2.63% Increased
1388
CCM
Catawba Capital Management
Virginia
$19.5M +$148K 5 4.62% Increased
1389
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$19.4M +$85K 6 6.1% Increased
1390
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$19.4M +$1.73M 10 0.13% Increased
1391
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$19.4M -$4.73M 5 1.31% Reduced
1392
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.3M -$10.1K 6 3.2% Reduced
1393
HLC
Hunt Lane Capital
New York
$19.3M -$5.55M 1 10.07% Reduced
1394
KPF
K2 Principal Fund
Ontario, Canada
$19.2M -$16.4M 2 2.16% Reduced
1395
Wedbush Securities
Wedbush Securities
California
$19.2M +$1.69M 7 2.86% Increased
1396
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$19.2M +$92.5K 4 5.94% Increased
1397
M
MOTCO
Texas
$19.1M -$439K 8 2.13% Reduced
1398
MC
MIG Capital
California
$19.1M -$18.5M 1 3.49% Reduced
1399
WEC
Winslow Evans & Crocker
Massachusetts
$19.1M +$259K 13 5.47% Increased
1400
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$19.1M -$499K 6 0.27% Reduced