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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
1626
Leavell Investment Management
Leavell Investment Management
Alabama
$39.1M -$3.54M 6 2.94% Reduced
1627
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$39.1M -$171K 6 2.73% Reduced
1628
Westwind Capital
Westwind Capital
New Mexico
$39.1M -$5.31M 4 13.29% Reduced
1629
Covenant Asset Management
Covenant Asset Management
New Jersey
$39M +$3.71M 5 9.32% Increased
1630
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$39M -$867K 4 14.2% Reduced
1631
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$39M +$1.34M 6 6.79% Increased
1632
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$38.9M -$3.34M 6 5.67% Reduced
1633
PCR
Potrero Capital Research
California
$38.9M -$236K 3 25.7% Reduced
1634
KLCM Advisors
KLCM Advisors
Wisconsin
$38.9M +$1.34M 6 7.9% Increased
1635
Verity & Verity
Verity & Verity
South Carolina
$38.8M +$1.91M 4 5.07% Increased
1636
Iyo Bank
Iyo Bank
Japan
$38.8M +$3.18M 4 22.84% Increased
1637
Rollins Financial
Rollins Financial
Georgia
$38.8M +$1.04M 4 14.69% Increased
1638
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$38.8M +$3.81M 2 12.5% Increased
1639
Steadview Capital Management
Steadview Capital Management
United Kingdom
$38.7M -$26.8M 1 12.05% Reduced
1640
Perry Creek Capital
Perry Creek Capital
New York
$38.7M $0 1 11.32% Maintained
1641
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$38.7M +$7.05M 2 12.9% Increased
1642
Wright Investors Service
Wright Investors Service
Connecticut
$38.6M -$3.35M 8 11.07% Reduced
1643
Oxbow Advisors
Oxbow Advisors
Texas
$38.6M -$19.4M 5 7.27% Reduced
1644
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$38.6M +$6.04M 4 16.82% Increased
1645
CDAM (UK)
CDAM (UK)
United Kingdom
$38.5M -$19K 1 6.11% Reduced
1646
Berger Financial Group
Berger Financial Group
Minnesota
$38.5M -$1.01M 8 5.08% Reduced
1647
City Holding Co
City Holding Co
West Virginia
$38.5M -$245K 11 7.19% Reduced
1648
Qtron Investments
Qtron Investments
Massachusetts
$38.4M +$407K 11 8.08% Increased
1649
Claret Asset Management
Claret Asset Management
Quebec, Canada
$38.4M +$912K 5 8.49% Increased
1650
Stockman Wealth Management
Stockman Wealth Management
Montana
$38.4M +$1.26M 6 8.82% Increased