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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
1876
Shufro Rose & Co
Shufro Rose & Co
New York
$19.9M +$324K 6 1.93% Increased
1877
Spearhead Capital Advisors
Spearhead Capital Advisors
Florida
$19.8M +$1.14M 4 5.81% Increased
1878
Bar Harbor Trust Services
Bar Harbor Trust Services
Maine
$19.8M -$87.3K 4 12.25% Reduced
1879
CFSG
Community Financial Services Group
Vermont
$19.8M -$810K 3 6.76% Reduced
1880
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$19.8M +$722K 5 19.74% Increased
1881
NIC
Northwest Investment Counselors
Oregon
$19.7M +$490K 5 7.29% Increased
1882
Shelter Mutual Insurance
Shelter Mutual Insurance
Missouri
$19.7M -$1.82M 2 5.63% Reduced
1883
BCA
Bray Capital Advisors
Florida
$19.7M +$199K 9 7.56% Increased
1884
SWK
Stephen W. Kidder
$19.6M +$116K 4 7.86% Increased
1885
First Nebraska Trust
First Nebraska Trust
Nebraska
$19.6M -$354K 7 3.42% Reduced
1886
CBT
Central Bank & Trust
Kentucky
$19.6M +$324K 6 4.41% Increased
1887
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$19.6M -$481K 4 12.41% Reduced
1888
CRA Financial Services
CRA Financial Services
New Jersey
$19.6M +$413K 7 11.75% Increased
1889
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$19.6M -$933K 6 1.58% Reduced
1890
CMH Wealth Management
CMH Wealth Management
New Hampshire
$19.5M -$81K 3 11.42% Reduced
1891
Cheviot Value Management
Cheviot Value Management
California
$19.5M +$3.16M 3 8.42% Increased
1892
MJP
Michael J. Puzo
$19.4M +$73.6K 4 7.22% Increased
1893
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$19.4M -$370K 6 0.54% Reduced
1894
Fiduciary Financial Services of The Southwest
Fiduciary Financial Services of The Southwest
Texas
$19.4M +$315K 4 5.49% Increased
1895
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$19.4M +$1.62M 5 5.63% Increased
1896
Hutchinson Capital Management
Hutchinson Capital Management
California
$19.4M +$447K 4 5.44% Increased
1897
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$19.4M +$183K 10 3.75% Increased
1898
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$19.3M +$116K 2 1.61% Increased
1899
Landsberg Bennett & Dubbaneh
Landsberg Bennett & Dubbaneh
Florida
$19.3M +$337K 7 5.06% Increased
1900
King Street Capital Management
King Street Capital Management
New York
$19.3M +$20.3M 1 1.12% New