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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
1476
Heritage Trust
Heritage Trust
Oklahoma
$34.1M -$187K 6 7.36% Reduced
1477
Turim 21 Investimentos
Turim 21 Investimentos
Brazil
$34.1M +$372K 3 15.24% Increased
1478
Fulcrum Capital
Fulcrum Capital
Washington
$34M -$1.1M 7 11.62% Reduced
1479
AMCA
Arthur M. Cohen & Associates
Illinois
$34M +$327K 4 9.57% Increased
1480
German American Bancorp
German American Bancorp
Indiana
$33.9M +$116K 4 9% Increased
1481
Chiron Investment Management
Chiron Investment Management
New York
$33.7M +$33.8M 2 5.17% New
1482
First Interstate Bank
First Interstate Bank
Montana
$33.7M -$1.55M 8 7.81% Reduced
1483
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$33.7M -$925K 7 6.56% Reduced
1484
Girard Partners
Girard Partners
Pennsylvania
$33.7M -$5.68M 5 6.27% Reduced
1485
Belpointe Asset Management
Belpointe Asset Management
Nevada
$33.6M +$9.49M 11 5.43% Increased
1486
CC
Carve Capital
Sweden
$33.6M -$19.7M 1 58.03% Reduced
1487
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$33.5M -$191K 8 4.82% Reduced
1488
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$33.4M +$4.01M 3 5.01% Increased
1489
J. Goldman & Co
J. Goldman & Co
New York
$33.4M +$28.1M 4 2.5% Increased
1490
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$33.3M -$3.02M 5 1.2% Reduced
1491
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$33.3M +$13M 4 7.46% Increased
1492
Graham Capital Management
Graham Capital Management
Connecticut
$33.2M -$7.56M 2 1.08% Reduced
1493
Boothbay Fund Management
Boothbay Fund Management
New York
$33.2M -$13.2M 7 3.04% Reduced
1494
Evanson Asset Management
Evanson Asset Management
California
$33.1M -$141K 5 6.8% Reduced
1495
BTC Capital Management
BTC Capital Management
Iowa
$33.1M +$375K 6 5.28% Increased
1496
Clare Market Investments
Clare Market Investments
Texas
$33.1M +$98K 6 31.38% Increased
1497
Thomas White International
Thomas White International
Illinois
$33M +$202K 7 6.02% Increased
1498
United Asset Strategies
United Asset Strategies
New York
$33M -$1.67M 6 7.21% Reduced
1499
Friess Associates
Friess Associates
Delaware
$32.9M -$47.7M 2 2.54% Reduced
1500
ARMC
American Research & Management Company
Massachusetts
$32.9M -$494K 6 9.89% Reduced