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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
FBP
Flippin Bruce & Porter
Virginia
$26.9M +$864K 2 5% Increased
1602
Blue Fin Capital
Blue Fin Capital
Rhode Island
$26.9M +$777K 6 13.32% Increased
1603
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$26.9M -$620K 5 5.71% Reduced
1604
WIM
Wittenberg Investment Management
Massachusetts
$26.9M -$347K 3 11% Reduced
1605
Hikari Power
Hikari Power
Japan
$26.9M -$11.9M 3 2.73% Reduced
1606
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$26.9M +$750K 5 6.25% Increased
1607
BIM
Bridgecreek Investment Management
Oklahoma
$26.8M -$150K 4 5.33% Reduced
1608
AWCI
Alpine Woods Capital Investors
New York
$26.8M +$4.79K 4 5.51% Increased
1609
CCM
Concourse Capital Management
Georgia
$26.8M -$6.23M 3 15.58% Reduced
1610
PCR
Potrero Capital Research
California
$26.7M -$2.06M 5 17.23% Reduced
1611
IIA
IPG Investment Advisors
California
$26.6M +$531K 5 8.6% Increased
1612
MIP
Marietta Investment Partners
Wisconsin
$26.6M +$8.06M 7 7.9% Increased
1613
MA
Mutual Advisors
Nebraska
$26.6M +$3.3M 10 4.03% Increased
1614
RG
Riverstone Group
Virginia
$26.6M -$331M 1 25.94% Reduced
1615
Atika Capital Management
Atika Capital Management
New York
$26.6M +$3.99M 3 4.76% Increased
1616
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$26.5M -$562K 8 9.74% Reduced
1617
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$26.5M -$20.1M 3 3.57% Reduced
1618
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26.5M +$1.14M 2 0.59% Increased
1619
WDA
Wendell David Associates
New Hampshire
$26.5M +$390K 7 4.12% Increased
1620
Koshinski Asset Management
Koshinski Asset Management
Illinois
$26.5M +$11.5M 8 3.77% Increased
1621
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$26.4M +$580K 9 3.85% Increased
1622
SNT
Security National Trust
West Virginia
$26.4M +$574K 9 8.26% Increased
1623
WC
Westwind Capital
New Mexico
$26.3M +$6.02M 5 16.61% Increased
1624
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$26.3M +$452K 7 2.96% Increased
1625
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$26.3M +$2.34M 9 0.89% Increased