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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
1826
Argent Trust Co
Argent Trust Co
Tennessee
$10.7M -$910K 7 4.75% Reduced
1827
AC
Amici Capital
New York
$10.7M -$3.88M 1 4.17% Reduced
1828
WPIC
White Pine Investment Company
Michigan
$10.7M -$42.4K 2 5.8% Reduced
1829
NCM
Neumann Capital Management
California
$10.7M -$10.2K 4 6.89% Reduced
1830
Leuthold Group
Leuthold Group
Minnesota
$10.7M -$1.49M 4 1.2% Reduced
1831
WSC
Wellington Shields & Co
New York
$10.7M -$36.6K 4 5.58% Reduced
1832
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$10.6M -$31.9K 4 5.12% Reduced
1833
AAM
Autus Asset Management
Arizona
$10.6M +$81.1K 5 2.34% Increased
1834
HI
Handelsinvest Investeringsforvaltning
Denmark
$10.6M +$385K 3 3.71% Increased
1835
BWAM
Boyd Watterson Asset Management
Ohio
$10.6M -$343K 6 5.62% Reduced
1836
OA
Outfitter Advisors
Virginia
$10.6M +$778K 5 4.17% Increased
1837
Foundry Partners
Foundry Partners
Minnesota
$10.6M -$5.16M 4 0.46% Reduced
1838
MC
Menta Capital
California
$10.6M -$8.45M 6 0.88% Reduced
1839
CWA Asset Management Group
CWA Asset Management Group
Florida
$10.6M +$2.26M 5 4.5% Increased
1840
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$10.5M +$441K 7 1.93% Increased
1841
ECM
EagleClaw Capital Management
Massachusetts
$10.5M -$47.9K 5 6.64% Reduced
1842
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$10.5M -$29.1K 2 4.29% Reduced
1843
AFIA
America First Investment Advisors
Nebraska
$10.5M +$958K 4 4.28% Increased
1844
Pegasus Partners
Pegasus Partners
Wisconsin
$10.5M +$174K 5 4.63% Increased
1845
Vident Investment Advisory
Vident Investment Advisory
Georgia
$10.5M -$999K 6 1.27% Reduced
1846
TCM
Tradition Capital Management
New Jersey
$10.5M -$332K 4 3.5% Reduced
1847
CIBC Bank USA
CIBC Bank USA
Illinois
$10.5M -$2.55M 6 1.52% Reduced
1848
DFO
Duquesne Family Office
New York
$10.5M -$129M 1 1.02% Reduced
1849
Summit Global Investments
Summit Global Investments
Utah
$10.5M +$10.1M 2 3.8% New
1850
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$10.4M +$1.33M 6 1.36% Increased