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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
1651
Shufro Rose & Co
Shufro Rose & Co
New York
$54.3M +$4.29M 6 4.09% Increased
1652
SPC
Stony Point Capital
New York
$54.2M +$5.01M 3 14.17% Increased
1653
AO
Allen Operations
New York
$54.2M $0 3 9.3% Maintained
1654
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$54.1M +$1.61M 7 9.77% Increased
1655
Campbell Capital Management
Campbell Capital Management
Florida
$53.9M -$4.28M 3 24.39% Reduced
1656
Essex Financial Services
Essex Financial Services
Connecticut
$53.9M $0 7 7.81% Maintained
1657
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$53.9M +$1.81M 13 3.99% Increased
1658
Mengis Capital Management
Mengis Capital Management
Oregon
$53.9M +$848K 7 11.16% Increased
1659
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$53.8M -$279K 7 8.69% Reduced
1660
Belvedere Trading
Belvedere Trading
Illinois
$53.7M +$49.9M 1 3.99% New
1661
City Holding Co
City Holding Co
West Virginia
$53.6M +$988K 8 9.43% Increased
1662
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$53.5M +$5.22M 4 5.49% Increased
1663
Sabal Trust
Sabal Trust
Florida
$53.5M -$523K 6 3.86% Reduced
1664
Hengistbury Investment Partners
Hengistbury Investment Partners
United Kingdom
$53.4M -$36.7M 1 6.14% Reduced
1665
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$53.3M -$58.2M 11 4.67% Reduced
1666
Willis Investment Counsel
Willis Investment Counsel
Georgia
$53.3M -$187K 2 3.15% Reduced
1667
Thompson Investment Management
Thompson Investment Management
Wisconsin
$53.2M -$892K 6 7.69% Reduced
1668
Simplex Trading
Simplex Trading
Illinois
$53.2M -$2.61M 18 0.05% Reduced
1669
FCP
Fosse Capital Partners
United Kingdom
$53.2M +$3.27M 1 29.32% Increased
1670
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$53.1M +$4.44M 11 11.82% Increased
1671
Next Financial Group
Next Financial Group
Texas
$53M +$2.63M 23 4.25% Increased
1672
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$53M -$88.1K 11 5.88% Reduced
1673
CANC
Culbertson A N & Co
Virginia
$52.9M +$157K 6 11.03% Increased
1674
CRB
Chad R. Baker
$52.9M $0 4 11.9% Maintained
1675
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$52.8M +$12.2M 10 3.65% Increased