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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
BIC
Beach Investment Counsel
Pennsylvania
$50.8M +$7.2M 6 6.35% Increased
1702
Bandera Partners
Bandera Partners
New York
$50.7M $0 2 18.31% Maintained
1703
BBR Partners
BBR Partners
New York
$50.4M +$21.7M 8 5.67% Increased
1704
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$50.3M -$5.46M 14 3.88% Reduced
1705
Poplar Forest Capital
Poplar Forest Capital
California
$50.3M -$1.45M 5 5.83% Reduced
1706
Genus Capital Management
Genus Capital Management
British Columbia, Canada
$50.2M +$13.7M 9 7.91% Increased
1707
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$50.2M -$1.28M 14 10.74% Reduced
1708
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$50.1M +$1.98M 6 9.08% Increased
1709
John G. Ullman & Associates
John G. Ullman & Associates
New York
$50.1M -$585K 7 8.19% Reduced
1710
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$50M -$905K 7 3.25% Reduced
1711
Pacifica Capital Investments
Pacifica Capital Investments
Texas
$50M -$3.48M 2 16.09% Reduced
1712
BFM
Blacksheep Fund Management
Ireland
$49.7M -$11.4M 1 23.28% Reduced
1713
Stockman Wealth Management
Stockman Wealth Management
Montana
$49.6M +$6.52M 6 10.93% Increased
1714
Verity & Verity
Verity & Verity
South Carolina
$49.6M +$226K 5 6.21% Increased
1715
Perennial Advisors
Perennial Advisors
New York
$49.6M -$229K 5 13.37% Reduced
1716
Cypress Capital Group
Cypress Capital Group
Florida
$49.4M +$1.39M 7 7.14% Increased
1717
Absher Wealth Management
Absher Wealth Management
North Carolina
$49.4M -$326K 5 8.22% Reduced
1718
NBC Securities
NBC Securities
Alabama
$49.4M +$51.1M 21 5.42% New
1719
EdenTree Asset Management
EdenTree Asset Management
United Kingdom
$49.3M -$28.2K 3 19.34% Reduced
1720
Wallington Asset Management
Wallington Asset Management
Indiana
$49.3M +$376K 3 8.97% Increased
1721
Y.D. More Investments
Y.D. More Investments
Israel
$49.3M -$2.93M 11 9.47% Reduced
1722
Nelson Capital Management
Nelson Capital Management
California
$49.1M -$1.58M 6 12.04% Reduced
1723
Arcadia Investment Management
Arcadia Investment Management
Michigan
$49M -$76.8K 8 10.38% Reduced
1724
Dillon & Associates
Dillon & Associates
Michigan
$49M -$426K 4 9.44% Reduced
1725
Lincoln Capital
Lincoln Capital
Nebraska
$49M -$163K 5 12.86% Reduced