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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
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$18.4M -$55.7K 6 6.24% Reduced
1602
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$18.4M +$1.24M 7 5.7% Increased
1603
LCM
Lee Capital Management
New York
$18.4M +$5.16M 7 14.87% Increased
1604
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$18.3M -$8.6K 8 7.95% Reduced
1605
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$18.3M -$1.15M 5 7.42% Reduced
1606
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$18.3M -$15.7M 12 0.87% Reduced
1607
Whitney & Co
Whitney & Co
New York
$18.3M +$3.65K 6 6.15% Increased
1608
Connable Office Inc
Connable Office Inc
Michigan
$18.3M -$921K 6 3.74% Reduced
1609
Auxier Asset Management
Auxier Asset Management
Oregon
$18.3M -$81K 3 3.72% Reduced
1610
Robeco Schweiz
Robeco Schweiz
Switzerland
$18.3M +$104K 3 1.41% Increased
1611
Hollencrest Capital Management
Hollencrest Capital Management
California
$18.2M +$13.6K 6 2.52% Increased
1612
BCM
BBT Capital Management
Texas
$18.2M -$5.04M 2 2.58% Reduced
1613
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$18.2M -$5.68M 6 0.22% Reduced
1614
DR
Davis Rea
Ontario, Canada
$18.1M +$129K 4 10.65% Increased
1615
PAM
Premier Asset Management
Illinois
$18M -$361K 4 4.05% Reduced
1616
Sowell Financial Services
Sowell Financial Services
Arkansas
$18M -$245K 4 4.7% Reduced
1617
SNT
Security National Trust
West Virginia
$18M -$113K 8 5.95% Reduced
1618
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$18M +$2.74M 6 2.06% Increased
1619
Kora Management
Kora Management
New York
$18M $0 1 10.43% Maintained
1620
BCM
Beck Capital Management
Texas
$17.9M -$10.1M 4 8.57% Reduced
1621
Linscomb Wealth
Linscomb Wealth
Texas
$17.9M +$150K 6 1.54% Increased
1622
Private Trust Company
Private Trust Company
Ohio
$17.9M -$372K 5 3.9% Reduced
1623
Trust Company
Trust Company
Kansas
$17.9M +$5.38M 7 9.86% Increased
1624
LVM Capital Management
LVM Capital Management
Michigan
$17.9M -$315K 5 4.28% Reduced
1625
CAM
Capco Asset Management
Florida
$17.9M +$80.7K 1 14.85% Increased