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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
1551
Owl Creek Asset Management
Owl Creek Asset Management
New York
$24.9M +$16.8M 2 1.01% Increased
1552
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$24.9M +$4.84M 9 4.25% Increased
1553
Citizens Business Bank
Citizens Business Bank
California
$24.9M -$2.62M 8 4.36% Reduced
1554
Beck Capital Management
Beck Capital Management
Texas
$24.8M -$1.83M 4 11.41% Reduced
1555
JLB & Associates
JLB & Associates
Michigan
$24.8M -$732K 2 5.33% Reduced
1556
Ipswich Investment Management
Ipswich Investment Management
Massachusetts
$24.8M -$755K 7 10.46% Reduced
1557
Canal Insurance Company
Canal Insurance Company
South Carolina
$24.8M $0 2 8.7% Maintained
1558
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$24.7M +$752K 4 8.19% Increased
1559
Bandera Partners
Bandera Partners
New York
$24.7M $0 2 18.48% Maintained
1560
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$24.6M -$222K 6 4.87% Reduced
1561
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$24.6M +$1.2M 7 4.47% Increased
1562
TCOT
Trust Company of Toledo
Ohio
$24.5M +$114K 7 6.47% Increased
1563
Lyell Wealth Management
Lyell Wealth Management
California
$24.5M +$58K 5 9.07% Increased
1564
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$24.3M -$4.03M 7 0.78% Reduced
1565
Advisornet Financial
Advisornet Financial
Minnesota
$24.3M +$2.02M 12 3.36% Increased
1566
Linscomb Wealth
Linscomb Wealth
Texas
$24.3M +$3.13M 7 2.06% Increased
1567
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.3M +$191K 9 2.9% Increased
1568
Alexandria Capital
Alexandria Capital
Virginia
$24.2M +$2.54M 7 3.6% Increased
1569
Rand Wealth
Rand Wealth
Maryland
$24.2M +$894K 8 2.72% Increased
1570
Hourglass Capital
Hourglass Capital
Texas
$24.2M +$218K 7 5.53% Increased
1571
Roundview Capital
Roundview Capital
New Jersey
$24.2M -$3.75M 6 6.8% Reduced
1572
Family Management
Family Management
New York
$24M -$1.11M 6 18.08% Reduced
1573
ProVise Management Group
ProVise Management Group
Florida
$24M +$157K 6 3.53% Increased
1574
Exchange Capital Management
Exchange Capital Management
Michigan
$24M -$674K 7 7.54% Reduced
1575
YorkBridge Wealth Partners
YorkBridge Wealth Partners
New York
$24M +$683K 15 11.04% Increased