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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
SNT
Security National Trust
West Virginia
$17.7M +$76K 10 5.92% Increased
1602
AIC
Argus Investors Counsel
New York
$17.7M -$18.9K 4 7.93% Reduced
1603
Auxier Asset Management
Auxier Asset Management
Oregon
$17.6M -$1.35M 3 3.6% Reduced
1604
PAM
Premier Asset Management
Illinois
$17.6M +$932K 4 4.07% Increased
1605
Engineers Gate Manager
Engineers Gate Manager
New York
$17.6M +$6.61M 7 1.59% Increased
1606
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$17.6M -$6.08M 1 15.53% Reduced
1607
CBT
Central Bank & Trust
Kentucky
$17.6M +$33.4K 7 4.56% Increased
1608
DR
Davis Rea
Ontario, Canada
$17.6M -$1.69M 4 11.12% Reduced
1609
PVH
Psagot Value Holdings
Israel
$17.6M +$371K 5 0.75% Increased
1610
Hartline Investment Corp
Hartline Investment Corp
Illinois
$17.6M +$3.76M 7 5.6% Increased
1611
VCP
Vernier Capital Partners
New York
$17.4M +$15.3M 1 10.31% New
1612
YWP
YorkBridge Wealth Partners
New York
$17.4M -$120K 16 9.26% Reduced
1613
SWK
Stephen W. Kidder
$17.4M -$643K 5 6.58% Reduced
1614
SCM
Sitrin Capital Management
California
$17.3M +$296K 4 11.75% Increased
1615
Greenhouse Funds
Greenhouse Funds
Maryland
$17.3M -$6.31M 2 6.44% Reduced
1616
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$17.2M +$2.67M 6 3.31% Increased
1617
SIRP
Shelter Insurance Retirement Plan
Missouri
$17.1M -$2.22M 2 8.04% Reduced
1618
Robeco Schweiz
Robeco Schweiz
Switzerland
$17.1M -$1.4M 2 1.44% Reduced
1619
EAM
EastBay Asset Management
New York
$17.1M +$17M 1 1.6% New
1620
ICM
Intrepid Capital Management
Florida
$17.1M -$104K 1 6.69% Reduced
1621
HBWM
Hollow Brook Wealth Management
New York
$17M -$288K 2 11.7% Reduced
1622
Anderson Hoagland & Co
Anderson Hoagland & Co
Missouri
$17M -$175K 5 10.88% Reduced
1623
LVM Capital Management
LVM Capital Management
Michigan
$17M -$374K 5 4.33% Reduced
1624
Linscomb Wealth
Linscomb Wealth
Texas
$17M -$357K 6 1.52% Reduced
1625
ANRIA
American National Registered Investment Advisor
Texas
$16.9M -$19.5K 8 7.06% Reduced