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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
1676
Hillman Company
Hillman Company
Pennsylvania
$29.7M -$2.95M 1 14.75% Reduced
1677
Hoey Investments
Hoey Investments
Pennsylvania
$29.6M +$28.3M 7 21.04% New
1678
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$29.6M +$3.8M 6 5.66% Increased
1679
Boys Arnold & Co
Boys Arnold & Co
North Carolina
$29.5M +$835K 6 4.03% Increased
1680
Perigon Wealth Management
Perigon Wealth Management
California
$29.5M -$1.2M 10 6.02% Reduced
1681
Park Avenue Securities
Park Avenue Securities
New York
$29.4M +$2.63M 8 1.21% Increased
1682
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$29.4M +$362K 6 4.74% Increased
1683
Broadleaf Partners
Broadleaf Partners
Ohio
$29.4M +$384K 4 16.08% Increased
1684
Timber Creek Capital Management
Timber Creek Capital Management
Massachusetts
$29.3M +$164K 6 17.62% Increased
1685
LLL
Lynrock Lake LP
New York
$29.3M +$21.6M 2 2.77% Increased
1686
Shikiar Asset Management
Shikiar Asset Management
New York
$29.3M +$705K 3 9.7% Increased
1687
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$29.2M +$195K 9 9.41% Increased
1688
Smithfield Trust
Smithfield Trust
Pennsylvania
$29.2M +$22.1K 14 2.71% Increased
1689
Arden Trust
Arden Trust
Delaware
$29.2M -$2.21M 10 4.59% Reduced
1690
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$29.1M -$404K 6 0.38% Reduced
1691
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$29.1M +$7.6M 5 1.83% Increased
1692
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$29M -$59M 1 0.33% Reduced
1693
Supplemental Annuity Collective Trust (SACT) of New Jersey
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$29M $0 6 12% Maintained
1694
Bernzott Capital Advisors
Bernzott Capital Advisors
California
$29M +$1.28M 2 3.02% Increased
1695
SlateStone Wealth
SlateStone Wealth
Florida
$28.9M +$1.38M 6 6.6% Increased
1696
MCP
Moab Capital Partners
New York
$28.9M +$3.81M 2 11.4% Increased
1697
BIM
Bridgecreek Investment Management
Oklahoma
$28.8M +$3.64M 5 5.23% Increased
1698
American National Bank & Trust
American National Bank & Trust
Texas
$28.8M +$141K 7 8.43% Increased
1699
Canal Insurance Company
Canal Insurance Company
South Carolina
$28.8M -$2.94M 2 10.26% Reduced
1700
Chemung Canal Trust
Chemung Canal Trust
New York
$28.8M -$1.38M 5 6.54% Reduced