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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
1701
DIS
Diversified Investment Strategies
Louisiana
$7.18M -$58.7K 2 5.45% Reduced
1702
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.16M +$180K 2 6.03% Increased
1703
FWC
First Washington Corp
Washington
$7.13M +$870K 2 3.99% Increased
1704
LWM
Lyons Wealth Management
Florida
$7.13M +$343K 3 6.36% Increased
1705
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$7.1M +$662K 4 1.75% Increased
1706
Girard Partners
Girard Partners
Pennsylvania
$7.1M +$369K 5 4.9% Increased
1707
CC
Cognios Capital
Kansas
$7.09M -$4.86M 5 5.15% Reduced
1708
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$7.09M -$5.87M 1 0.9% Reduced
1709
GVT
Genesee Valley Trust
New York
$7.06M +$623K 4 4.24% Increased
1710
LCM
Lucas Capital Management
New Jersey
$7.02M +$397K 5 2.23% Increased
1711
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$7.02M -$41.9M 1 0.37% Reduced
1712
Brian C. Broderick
Brian C. Broderick
$6.98M -$25K 3 3.2% Reduced
1713
NAM
Nichols Asset Management
Massachusetts
$6.91M +$274K 4 1.4% Increased
1714
ISB
Iowa State Bank
Iowa
$6.91M +$172K 2 4.67% Increased
1715
Cypress Capital Group
Cypress Capital Group
Florida
$6.89M -$72.5K 5 1.62% Reduced
1716
ARMT
Amica Retiree Medical Trust
Rhode Island
$6.89M -$2.36K 7 5.68% Reduced
1717
SCM
SOL Capital Management
Maryland
$6.87M +$51.4K 5 2.75% Increased
1718
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.87M +$949K 3 0.42% Increased
1719
SCM
Stellar Capital Management
Arizona
$6.86M -$12.8K 4 7.56% Reduced
1720
OFC
Open Field Capital
United States
$6.86M -$527K 2 5.51% Reduced
1721
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$6.83M -$57.4K 5 4.92% Reduced
1722
FFC
First Financial Corp
Indiana
$6.83M -$226K 7 3.29% Reduced
1723
AAM
Autus Asset Management
Arizona
$6.81M -$507K 3 2.36% Reduced
1724
Alpha Cubed Investments
Alpha Cubed Investments
California
$6.8M -$2.07M 6 3.03% Reduced
1725
NIC
Northwest Investment Counselors
Oregon
$6.8M -$201K 3 4.57% Reduced