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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
1401
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$17.4M +$6.45M 4 10.01% Increased
1402
KSCM
Kamunting Street Capital Management
Florida
$17.3M +$16.7M 1 35.01% New
1403
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$17.3M +$1.39M 6 1.48% Increased
1404
SIRP
Shelter Insurance Retirement Plan
Missouri
$17.2M $0 2 7.99% Maintained
1405
John G. Ullman & Associates
John G. Ullman & Associates
New York
$17.2M -$4.61M 4 4.04% Reduced
1406
Shufro Rose & Co
Shufro Rose & Co
New York
$17.2M +$511K 3 1.92% Increased
1407
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$17.2M -$3.68M 3 3.6% Reduced
1408
GHA
Garcia Hamilton & Associates
Texas
$17.1M +$3.43M 6 9.96% Increased
1409
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$17.1M +$1.08M 3 5.19% Increased
1410
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$17.1M -$5.01M 4 3.45% Reduced
1411
IIM
Ipswich Investment Management
Massachusetts
$17.1M -$745K 9 8.13% Reduced
1412
Reilly Financial Advisors
Reilly Financial Advisors
California
$17.1M -$22.1K 9 2.92% Reduced
1413
AC
Apertura Capital
Texas
$17M -$10.1M 3 12.28% Reduced
1414
AIC
Argus Investors Counsel
New York
$17M +$1.68M 4 7.08% Increased
1415
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$16.9M -$174K 5 3.36% Reduced
1416
Foundry Partners
Foundry Partners
Minnesota
$16.9M -$7.81M 4 1.67% Reduced
1417
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$16.9M +$914K 7 3.91% Increased
1418
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$16.8M -$186K 3 1% Reduced
1419
Navellier & Associates
Navellier & Associates
Nevada
$16.8M +$10M 2 2.19% Increased
1420
SRFM
Shannon River Fund Management
New York
$16.8M -$20.6M 1 4.28% Reduced
1421
Citizens Business Bank
Citizens Business Bank
California
$16.8M -$553K 7 3.14% Reduced
1422
HHC
Hutchin Hill Capital
New York
$16.7M +$12.7M 6 0.49% Increased
1423
Exchange Capital Management
Exchange Capital Management
Michigan
$16.7M +$253K 5 7.22% Increased
1424
CCM
Cupps Capital Management
Illinois
$16.6M -$8.33M 4 3.17% Reduced
1425
Mitchell Capital Management
Mitchell Capital Management
Kansas
$16.6M +$564K 1 5.71% Increased