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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
1726
Hills Bank & Trust
Hills Bank & Trust
Iowa
$24.2M +$1.06M 6 6.09% Increased
1727
Park Avenue Securities
Park Avenue Securities
New York
$24.2M +$9.31M 8 1.14% Increased
1728
Connable Office Inc
Connable Office Inc
Michigan
$24.2M +$754K 6 4.35% Increased
1729
Hourglass Capital
Hourglass Capital
Texas
$24.1M +$462K 6 6.88% Increased
1730
Oak Grove Capital
Oak Grove Capital
New Hampshire
$24.1M +$4.69M 6 10.48% Increased
1731
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$24.1M -$160K 9 3.5% Reduced
1732
Arcadia Investment Management
Arcadia Investment Management
Michigan
$24.1M -$95.7K 7 6.59% Reduced
1733
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$24.1M -$502K 6 8.27% Reduced
1734
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management
Indiana
$24.1M +$1.75M 6 9.13% Increased
1735
Comerica Securities
Comerica Securities
Michigan
$23.9M +$3.07M 11 2.47% Increased
1736
Trexquant Investment
Trexquant Investment
Connecticut
$23.7M +$1.85M 9 2.05% Increased
1737
Kerrisdale Advisers
Kerrisdale Advisers
Florida
$23.7M -$11.9M 3 14.85% Reduced
1738
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$23.7M -$9.48K 5 7.2% Reduced
1739
Capital Planning Advisors
Capital Planning Advisors
California
$23.7M +$340K 6 6.88% Increased
1740
Savant Capital
Savant Capital
Illinois
$23.5M -$136K 8 3.27% Reduced
1741
Strategic Financial Services
Strategic Financial Services
New York
$23.5M -$498K 6 3% Reduced
1742
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$23.4M +$8.4M 3 5.74% Increased
1743
Whitener Capital Management
Whitener Capital Management
North Carolina
$23.3M +$261K 11 12.79% Increased
1744
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$23.3M -$116K 6 4.63% Reduced
1745
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$23.3M -$554K 4 4.78% Reduced
1746
GHP Investment Advisors
GHP Investment Advisors
Colorado
$23.3M -$1.34M 7 2.89% Reduced
1747
Princeton Portfolio Strategies Group
Princeton Portfolio Strategies Group
New Jersey
$23.2M -$543K 5 5.8% Reduced
1748
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$23.2M +$340K 7 12.19% Increased
1749
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$23.2M -$137K 6 7.59% Reduced
1750
Wisconsin Capital Management
Wisconsin Capital Management
Wisconsin
$23.2M +$1.4M 5 12.31% Increased