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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
1926
OAM
Origin Asset Management
United Kingdom
$5.34M -$16.9M 1 0.39% Reduced
1927
LBC
Lawrence B. Cohen
$5.33M -$370K 3 3.25% Reduced
1928
Denali Advisors
Denali Advisors
California
$5.31M +$2.46M 1 1.22% Increased
1929
LVP
Limestone Value Partners
Texas
$5.28M -$1.31M 1 5.35% Reduced
1930
LD
Lipe & Dalton
New York
$5.27M +$112K 3 3.63% Increased
1931
FCT
Family Capital Trust
Massachusetts
$5.27M -$7.01M 3 2.91% Reduced
1932
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$5.27M +$903K 4 1.67% Increased
1933
LCM
Leisure Capital Management
California
$5.25M +$137K 4 5.15% Increased
1934
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$5.24M -$1.76M 2 3.15% Reduced
1935
Novare Capital Management
Novare Capital Management
North Carolina
$5.24M +$960K 4 1.3% Increased
1936
IAM
ICM Asset Management
Washington
$5.18M +$879K 2 5.75% Increased
1937
RKL Wealth Management
RKL Wealth Management
Pennsylvania
$5.18M +$245K 2 3.13% Increased
1938
ICOA
Investment Centers of America
North Dakota
$5.17M +$1.49M 6 0.76% Increased
1939
Bath Savings Trust
Bath Savings Trust
Maine
$5.16M -$1.05M 4 1.74% Reduced
1940
TWM
Torch Wealth Management
Ohio
$5.15M -$2.2M 3 3.98% Reduced
1941
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$5.15M -$330K 4 2.09% Reduced
1942
VCAM
Valentine Capital Asset Management
California
$5.14M +$1.8M 3 1.5% Increased
1943
CD
Carl Domino
Florida
$5.14M -$2.01M 5 3.83% Reduced
1944
IberiaBank
IberiaBank
Louisiana
$5.13M +$1.23M 4 2.3% Increased
1945
CAM
Chesapeake Asset Management
New York
$5.11M $0 2 3.76% Maintained
1946
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$5.1M +$219K 5 1.92% Increased
1947
DF Dent & Co
DF Dent & Co
Maryland
$5.09M +$34K 4 0.13% Increased
1948
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$5.08M +$159K 2 3.41% Increased
1949
RBO & Co
RBO & Co
California
$5.08M -$361K 2 1.67% Reduced
1950
OL
Orbitronix LP
California
$5.07M -$4.26M 2 2.89% Reduced