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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
HI
Handelsinvest Investeringsforvaltning
Denmark
$12.8M +$681K 6 4.33% Increased
1602
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$12.8M +$643K 3 7.96% Increased
1603
Private Trust Company
Private Trust Company
Ohio
$12.8M -$489K 4 3.47% Reduced
1604
Parkwood LLC
Parkwood LLC
Ohio
$12.7M -$7.99M 5 2.15% Reduced
1605
AFWA
Ancora Family Wealth Advisors
Ohio
$12.7M +$258K 6 5.18% Increased
1606
BCM
Beddow Capital Management
Wyoming
$12.7M -$750K 1 5.7% Reduced
1607
Salient Capital Advisors
Salient Capital Advisors
Texas
$12.7M -$2.09M 6 0.36% Reduced
1608
SRP
Saddle Road Partners
Nebraska
$12.7M +$856K 7 8.06% Increased
1609
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$12.7M +$12M 8 2.04% New
1610
TCM
Texan Capital Management
Texas
$12.7M -$459K 5 5.91% Reduced
1611
FCE
Fiera Capital (Europe)
Cayman Islands
$12.7M +$6.62M 1 12.32% Increased
1612
Albion Financial Group
Albion Financial Group
Utah
$12.6M +$3.01M 5 2.15% Increased
1613
FWC
First Washington Corp
Washington
$12.6M +$1.96M 3 7.47% Increased
1614
EIM
Emerson Investment Management
Massachusetts
$12.6M +$181K 3 2.39% Increased
1615
Roundview Capital
Roundview Capital
New Jersey
$12.6M +$1.07M 6 4.69% Increased
1616
PIM
Progressive Investment Management
Oregon
$12.5M +$2.71M 5 12.72% Increased
1617
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$12.5M -$63.5K 4 5.71% Reduced
1618
Private Capital Advisors
Private Capital Advisors
Connecticut
$12.5M +$2.95M 6 5.56% Increased
1619
CCM
Compton Capital Management
Rhode Island
$12.5M -$109K 7 6.99% Reduced
1620
YCG LLC
YCG LLC
Texas
$12.4M -$16.6M 3 3.92% Reduced
1621
Whitney & Co
Whitney & Co
New York
$12.4M +$483K 5 5.33% Increased
1622
MCM
McMillion Capital Management
North Carolina
$12.4M -$46.2K 3 9.18% Reduced
1623
ECML
Eagle Capital Management (Louisiana)
Louisiana
$12.4M +$134K 4 12.39% Increased
1624
SIMC
Stillwater Investment Management (California)
California
$12.3M -$336K 1 3.23% Reduced
1625
Highstreet Asset Management
Highstreet Asset Management
Ontario, Canada
$12.3M -$11.1M 6 4.5% Reduced