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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
1451
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$17.6M +$202K 5 3.84% Increased
1452
Shufro Rose & Co
Shufro Rose & Co
New York
$17.5M +$18.4K 4 1.96% Increased
1453
WealthTrust Fairport
WealthTrust Fairport
Ohio
$17.5M -$31.1M 4 2.15% Reduced
1454
Giverny Capital
Giverny Capital
Quebec, Canada
$17.5M +$939K 2 3.25% Increased
1455
CCM
Cohen Capital Management
California
$17.4M -$51.7K 4 4.89% Reduced
1456
KLCM Advisors
KLCM Advisors
Wisconsin
$17.4M +$130K 3 5.54% Increased
1457
DG
Davidson & Garrard
Virginia
$17.4M -$100K 7 4.31% Reduced
1458
SCI
S&CO Inc
Massachusetts
$17.4M -$44.1K 4 2.61% Reduced
1459
KCP
KDI Capital Partners
North Carolina
$17.3M -$7.2M 3 6.65% Reduced
1460
Denali Advisors
Denali Advisors
California
$17.3M +$1.8M 2 2.63% Increased
1461
TCCM
Timber Creek Capital Management
Massachusetts
$17.3M -$272K 6 13.88% Reduced
1462
EVM
Evelyn V. Moreno
$17.3M -$25.1K 4 6.34% Reduced
1463
Beacon Financial Group
Beacon Financial Group
Texas
$17.2M +$97.3K 7 3.63% Increased
1464
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$17.2M -$126K 5 3.17% Reduced
1465
VAS
Valicenti Advisory Services
New York
$17.2M -$235K 4 11.28% Reduced
1466
LKIM
Lawson Kroeker Investment Management
Nebraska
$17.2M -$235K 4 5.56% Reduced
1467
MCM
McRae Capital Management
New Jersey
$17.2M +$28.7K 2 7.81% Increased
1468
SIRP
Shelter Insurance Retirement Plan
Missouri
$17.2M $0 2 7.83% Maintained
1469
MCA
Morris Capital Advisors
Pennsylvania
$17.2M -$1.56M 4 10.65% Reduced
1470
MIM
Montgomery Investment Management
Maryland
$17.1M -$243K 3 8.03% Reduced
1471
Oxbow Advisors
Oxbow Advisors
Texas
$17.1M -$3.19M 6 2.35% Reduced
1472
UM
Ulysses Management
New York
$17.1M +$1.61M 2 1.99% Increased
1473
SSI
Scott & Selber Inc
Texas
$17M +$3.75M 5 10.74% Increased
1474
Citizens Business Bank
Citizens Business Bank
California
$17M -$219K 9 3.17% Reduced
1475
Loews Corp
Loews Corp
New York
$17M -$2.82M 3 0.14% Reduced