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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
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$7.83M +$125K 5 2.59% Increased
1927
Bell Bank
Bell Bank
North Dakota
$7.83M +$205K 6 5.1% Increased
1928
Tairen Capital
Tairen Capital
Hong Kong
$7.82M -$39.5M 1 2.05% Reduced
1929
SNS Financial Group
SNS Financial Group
Minnesota
$7.81M -$897K 5 1.99% Reduced
1930
LRIC
Long Road Investment Counsel
Michigan
$7.8M +$17.9K 4 6.13% Increased
1931
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$7.8M +$169K 4 2.4% Increased
1932
BE
Bonness Enterprises
District of Columbia
$7.79M $0 3 6.7% Maintained
1933
CIC
Chase Investment Counsel
Virginia
$7.78M +$339K 2 3.39% Increased
1934
EC
Eachwin Capital
New York
$7.77M +$2.29M 4 7.45% Increased
1935
CMBA
C.M. Bidwell & Associates
Hawaii
$7.75M -$6.67M 3 1.93% Reduced
1936
OC
Oppenheimer & Close
New York
$7.75M -$406K 1 6.98% Reduced
1937
UBWV
United Bank (West Virginia)
West Virginia
$7.74M -$764K 4 3.54% Reduced
1938
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$7.73M +$290K 5 4.06% Increased
1939
BCCM
Bridge Creek Capital Management
Massachusetts
$7.72M +$69.2K 5 4.47% Increased
1940
GAM Systematic
GAM Systematic
United Kingdom
$7.72M -$1.37M 8 2.04% Reduced
1941
Kelleher Financial Advisors
Kelleher Financial Advisors
New York
$7.7M +$1.11M 4 4.25% Increased
1942
Dean Investment Associates
Dean Investment Associates
Ohio
$7.67M -$28.7K 2 1.56% Reduced
1943
Next Financial Group
Next Financial Group
Texas
$7.66M +$727K 11 2.7% Increased
1944
PFM
PacWest Financial Management
Arizona
$7.64M -$1.59M 4 4.92% Reduced
1945
LD
Lipe & Dalton
New York
$7.62M +$22.7K 4 5.99% Increased
1946
LCM
Lucas Capital Management
New Jersey
$7.62M -$270K 6 5.56% Reduced
1947
J. Safra Asset Management
J. Safra Asset Management
New York
$7.6M -$3.71M 3 6.19% Reduced
1948
Sonora Investment Management
Sonora Investment Management
Arizona
$7.58M +$376K 8 1.82% Increased
1949
Amarillo National Bank
Amarillo National Bank
Texas
$7.58M +$115K 6 5.46% Increased
1950
Boothbay Fund Management
Boothbay Fund Management
New York
$7.54M +$2.14M 8 1.92% Increased