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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
HI
Handelsinvest Investeringsforvaltning
Denmark
$17M -$56.1K 3 3.78% Reduced
1827
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$17M +$359K 11 9.75% Increased
1828
Cypress Capital Group
Cypress Capital Group
Florida
$17M +$1.83M 9 3.56% Increased
1829
Leavell Investment Management
Leavell Investment Management
Alabama
$16.9M -$254K 7 1.97% Reduced
1830
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$16.9M -$230K 2 4.25% Reduced
1831
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$16.9M -$323K 7 6.74% Reduced
1832
Duncker Streett & Co
Duncker Streett & Co
Missouri
$16.8M +$366K 9 4.26% Increased
1833
Aspiriant LLC
Aspiriant LLC
California
$16.8M +$15.8M 8 1.47% Increased
1834
Nicholas Investment Partners
Nicholas Investment Partners
California
$16.8M -$3.05M 5 1.2% Reduced
1835
Smithfield Trust
Smithfield Trust
Pennsylvania
$16.8M -$170K 11 2.04% Reduced
1836
Bruderman Asset Management
Bruderman Asset Management
New York
$16.8M -$1.66M 10 4.02% Reduced
1837
TAM
Taylor Asset Management
Ontario, Canada
$16.8M +$17.6M 1 7.21% Increased
1838
Princeton Portfolio Strategies Group
Princeton Portfolio Strategies Group
New Jersey
$16.8M -$80.6K 5 4.77% Reduced
1839
Avior Wealth Management
Avior Wealth Management
Nebraska
$16.8M -$2.31M 10 3.88% Reduced
1840
Kennedy Capital Management
Kennedy Capital Management
Missouri
$16.8M +$2.39M 3 0.33% Increased
1841
ECP
Elk Creek Partners
Colorado
$16.7M -$3.99M 1 0.98% Reduced
1842
MCM
McMillion Capital Management
North Carolina
$16.7M -$389K 3 9.87% Reduced
1843
MKC
M. Kraus & Co
Vermont
$16.7M +$723K 3 10.62% Increased
1844
Buckhead Capital Management
Buckhead Capital Management
Georgia
$16.7M +$47.9K 3 3.69% Increased
1845
Unio Capital
Unio Capital
New Jersey
$16.6M +$3.93M 6 13.84% Increased
1846
Whitener Capital Management
Whitener Capital Management
North Carolina
$16.6M +$2.34M 10 12.7% Increased
1847
HCR Wealth Advisors
HCR Wealth Advisors
California
$16.6M -$35.7K 7 5.75% Reduced
1848
Signet Financial Management
Signet Financial Management
New Jersey
$16.6M -$720 12 2.98% Reduced
1849
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$16.6M +$85K 1 5.32% Increased
1850
Cubic Asset Management
Cubic Asset Management
Massachusetts
$16.5M -$277K 4 4.68% Reduced