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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
1901
KC
Kingfisher Capital
North Carolina
$4.67M +$90.1K 4 2.43% Increased
1902
RWM
Rench Wealth Management
Texas
$4.66M +$94.2K 2 4.06% Increased
1903
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
$4.64M -$4.37K 1 4.04% Reduced
1904
MBT
Monroe Bank & Trust
Michigan
$4.62M +$126K 5 1.53% Increased
1905
Gradient Investments
Gradient Investments
Minnesota
$4.59M -$362K 7 0.9% Reduced
1906
FCB
First Citizens Bancorporation
South Carolina
$4.58M +$152K 3 3.46% Increased
1907
MHIM
MacNealy Hoover Investment Management
Ohio
$4.57M -$36.4K 3 4.01% Reduced
1908
IAM
ICM Asset Management
Washington
$4.57M -$23.2K 2 4.31% Reduced
1909
HIS
Horizon Investment Services
Indiana
$4.56M -$4.05M 1 2.22% Reduced
1910
WA
Wheatland Advisors
Pennsylvania
$4.55M -$62.7K 3 4.14% Reduced
1911
Telemus Capital
Telemus Capital
Michigan
$4.54M -$72.3K 4 1.19% Reduced
1912
Vicus Capital
Vicus Capital
Pennsylvania
$4.54M +$193K 2 1.46% Increased
1913
Portland Global Advisors
Portland Global Advisors
Maine
$4.51M +$219K 3 2.27% Increased
1914
CAM
CMT Asset Management
Illinois
$4.5M +$1.81M 3 0.24% Increased
1915
TSWM
Triangle Securities Wealth Management
North Carolina
$4.5M +$445K 5 3.45% Increased
1916
FIG
Fusion Investment Group
Pennsylvania
$4.5M +$3.98M 3 3.87% Increased
1917
MAA
Mraz Amerine & Associates
California
$4.5M +$650K 2 1.74% Increased
1918
WCAM
West Coast Asset Management
California
$4.49M +$58.1K 2 7.91% Increased
1919
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$4.48M -$5.63M 2 3.28% Reduced
1920
CFMC
Curbstone Financial Management Corp
New Hampshire
$4.47M +$894K 5 3.43% Increased
1921
BO
Bank OZK
Arkansas
$4.46M -$439K 3 1.55% Reduced
1922
MSP
Madison Street Partners
Colorado
$4.46M -$138K 2 4.52% Reduced
1923
PCM
Princeton Capital Management
New Jersey
$4.45M +$72.1K 3 3.76% Increased
1924
IIA
IPG Investment Advisors
California
$4.45M +$3.06M 4 1.93% Increased
1925
CCM
Connective Capital Management
California
$4.45M -$614K 1 7.78% Reduced