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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
1801
Connors Investor Services
Connors Investor Services
Pennsylvania
$7.04M +$391K 3 1.59% Increased
1802
MTIM
Marathon Trading Investment Management
Pennsylvania
$7.02M -$12M 2 0.39% Reduced
1803
WealthTrust Fairport
WealthTrust Fairport
Ohio
$7.01M -$6.35M 3 1.04% Reduced
1804
LCP
Lombardia Capital Partners
California
$7.01M $0 1 0.34% Maintained
1805
SCM
Salem Capital Management
Massachusetts
$7M -$357K 2 4.11% Reduced
1806
Trust Company
Trust Company
Kansas
$7M +$1.04M 5 3.97% Increased
1807
GPC
Glacier Peak Capital
Washington
$6.98M -$3.12M 1 3.87% Reduced
1808
CBN
Cadence Bank NA
Texas
$6.95M +$1.02M 5 4.01% Increased
1809
GLI
Guardian Life Insurance
New York
$6.95M +$1.78M 8 0.71% Increased
1810
Capstone Investment Advisors
Capstone Investment Advisors
New York
$6.95M +$1.61M 2 0.16% Increased
1811
ARMT
Amica Retiree Medical Trust
Rhode Island
$6.95M $0 7 6.3% Maintained
1812
MCA
Mercer Capital Advisers
New Jersey
$6.95M +$407K 5 6.44% Increased
1813
Bailard
Bailard
California
$6.95M -$1.58M 4 1.09% Reduced
1814
LVP
Limestone Value Partners
Texas
$6.94M +$1.08M 2 8.48% Increased
1815
Hilton Capital Management
Hilton Capital Management
New York
$6.93M -$970K 2 2.38% Reduced
1816
Channing Capital Management
Channing Capital Management
Illinois
$6.92M $0 1 0.34% Maintained
1817
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$6.87M +$568K 8 1.47% Increased
1818
Alley Company
Alley Company
Illinois
$6.87M +$376K 3 3.54% Increased
1819
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$6.86M +$318K 4 5.93% Increased
1820
AS
AIA (Singapore)
Singapore
$6.84M +$1.04M 1 3.91% Increased
1821
Univest Financial
Univest Financial
Pennsylvania
$6.84M -$164K 4 3.35% Reduced
1822
Leavell Investment Management
Leavell Investment Management
Alabama
$6.82M +$114K 5 1.08% Increased
1823
Goodman Financial
Goodman Financial
Texas
$6.82M -$401K 1 4.34% Reduced
1824
RSVP
Ramsay Stattman Vela & Price
Colorado
$6.82M +$153K 4 3.52% Increased
1825
Savant Capital
Savant Capital
Illinois
$6.78M +$437K 5 2.43% Increased