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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
1601
Amarillo National Bank
Amarillo National Bank
Texas
$9.3M -$317K 4 6.56% Reduced
1602
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$9.29M $0 3 0.38% Maintained
1603
VP
Value Partners
Hong Kong
$9.29M +$6.27M 2 28.95% Increased
1604
CPA
Court Place Advisors
Maryland
$9.25M -$24.4K 4 5.88% Reduced
1605
LGC
Laurel Grove Capital
California
$9.22M +$932K 4 4.93% Increased
1606
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$9.22M +$8.16M 3 2.8% Increased
1607
VNA
VNBTrust National Association
Virginia
$9.21M -$63.6K 3 4.39% Reduced
1608
VAS
Valicenti Advisory Services
New York
$9.17M +$400K 3 5.73% Increased
1609
Dean Investment Associates
Dean Investment Associates
Ohio
$9.14M -$172K 3 2.12% Reduced
1610
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$9.13M +$4.34M 2 8.65% Increased
1611
RCM
Riverpark Capital Management
New York
$9.11M +$527K 1 5.67% Increased
1612
WCA
Whetstone Capital Advisors
Kansas
$9.11M +$2.9M 2 3.17% Increased
1613
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$9.11M +$3.14M 4 5.57% Increased
1614
Joel Isaacson & Co
Joel Isaacson & Co
New York
$9.1M +$795K 9 2.29% Increased
1615
TYCC
Texas Yale Capital Corp
Florida
$9.09M -$653K 4 0.73% Reduced
1616
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$9.06M +$2.63M 3 2.46% Increased
1617
CCM
Compton Capital Management
Rhode Island
$9.04M -$32.2K 4 5.03% Reduced
1618
LK
Lumbard & Kellner
New Hampshire
$9.04M +$629K 2 6.5% Increased
1619
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$9.02M -$570K 4 2.6% Reduced
1620
WCM
Weik Capital Management
Pennsylvania
$9.02M -$278K 3 5.22% Reduced
1621
Suncoast Equity Management
Suncoast Equity Management
Florida
$9.02M -$9M 1 4.52% Reduced
1622
EI
EDMP Inc
Florida
$9.01M +$9.39K 4 8.28% Increased
1623
AIM
Assured Investment Management
New York
$8.97M -$10.2M 8 0.15% Reduced
1624
Weatherly Asset Management
Weatherly Asset Management
California
$8.94M +$112K 5 3.57% Increased
1625
Payden & Rygel
Payden & Rygel
California
$8.94M -$3.78M 4 1.16% Reduced