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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
Paradice Investment Management
Paradice Investment Management
Colorado
$37.2M +$8.69M 3 2.09% Increased
1802
Edgar Lomax Company
Edgar Lomax Company
Virginia
$37.2M -$629K 1 2.53% Reduced
1803
BCH
Berkshire Capital Holdings
California
$37.2M -$20.2M 7 3.95% Reduced
1804
Intellectus Partners
Intellectus Partners
California
$37.1M +$197K 7 11.1% Increased
1805
Sky Investment Group
Sky Investment Group
Connecticut
$37M +$567K 6 9.41% Increased
1806
Lathrop Investment Management
Lathrop Investment Management
Arkansas
$37M -$1.5M 4 9.14% Reduced
1807
Telos Capital Management
Telos Capital Management
California
$37M -$3.54M 7 5.64% Reduced
1808
Hedeker Wealth
Hedeker Wealth
Illinois
$37M +$2.95M 5 12.93% Increased
1809
Kennedy Capital Management
Kennedy Capital Management
Missouri
$37M +$1.92M 3 0.84% Increased
1810
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$36.9M -$805K 6 4.34% Reduced
1811
Winch Advisory Services
Winch Advisory Services
Wisconsin
$36.8M -$51.7K 16 15.31% Reduced
1812
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$36.8M +$3.81M 8 1.72% Increased
1813
AJ Wealth Strategies
AJ Wealth Strategies
New York
$36.8M +$2.24M 10 3.2% Increased
1814
CCM
Compton Capital Management
Rhode Island
$36.6M +$222K 8 12.38% Increased
1815
CBT
Central Bank & Trust
Kentucky
$36.5M +$269K 7 6.31% Increased
1816
Family Management
Family Management
New York
$36.5M +$4.32M 6 12.51% Increased
1817
Covenant Asset Management
Covenant Asset Management
New Jersey
$36.5M -$184K 5 12.02% Reduced
1818
JLB & Associates
JLB & Associates
Michigan
$36.4M -$523K 2 6.04% Reduced
1819
Quantitative Investment Management
Quantitative Investment Management
Virginia
$36.4M -$2.55M 4 2.95% Reduced
1820
Alley Company
Alley Company
Illinois
$36.4M -$47.8M 4 7.56% Reduced
1821
1834 Investment Advisors
1834 Investment Advisors
Wisconsin
$36.3M +$679K 9 4.84% Increased
1822
Glenview State Bank Trust Department
Glenview State Bank Trust Department
Illinois
$36.3M -$836K 6 12.65% Reduced
1823
Claret Asset Management
Claret Asset Management
Quebec, Canada
$36.3M -$892K 6 7.17% Reduced
1824
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$36.3M -$819K 6 14.17% Reduced
1825
Duncker Streett & Co
Duncker Streett & Co
Missouri
$36.3M +$537K 8 7.02% Increased