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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
2051
WIC
Wood Investment Counsel
Colorado
$3.38M +$232K 3 0.53% Increased
2052
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$3.38M -$51.2K 2 1.77% Reduced
2053
SIM
Spark Investment Management
New York
$3.35M +$924K 4 0.58% Increased
2054
F
Filament
Washington
$3.34M -$127K 2 1.61% Reduced
2055
FCB
First Citizens Bancorporation
South Carolina
$3.34M -$163K 2 2.66% Reduced
2056
TIC
Trees Investment Counsel
Illinois
$3.34M $0 2 2.66% Maintained
2057
BAM
Brave Asset Management
New Jersey
$3.33M +$3.2M 6 2.67% New
2058
PAIM
Punch & Associates Investment Management
Minnesota
$3.33M -$46.7K 1 0.45% Reduced
2059
FHC
First Heartland Consultants
Missouri
$3.32M -$591K 4 1.87% Reduced
2060
BHA
Beech Hill Advisors
New York
$3.32M -$2.31M 4 1.67% Reduced
2061
SAM
SignalPoint Asset Management
Missouri
$3.3M -$10.6M 5 1.49% Reduced
2062
MMCM
Marque Millennium Capital Management
New York
$3.3M $0 2 1.45% Maintained
2063
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$3.28M $0 1 1.19% Maintained
2064
PVWM
Point View Wealth Management
New Jersey
$3.28M +$3.16M 3 3.11% New
2065
SC
Schulhoff & Co
Ohio
$3.28M $0 2 2.24% Maintained
2066
SDJVC
St. Denis J. Villere & Co
Louisiana
$3.28M -$90.8K 2 0.13% Reduced
2067
NFG
Nadler Financial Group
Illinois
$3.25M -$143K 4 2.11% Reduced
2068
CFA
Capstone Financial Advisors
Illinois
$3.25M +$3.06M 4 2.09% New
2069
KC
Kingfisher Capital
North Carolina
$3.24M +$83.6K 3 1.75% Increased
2070
GMCM
Gruber & McBaine Capital Management
California
$3.23M -$227K 3 0.84% Reduced
2071
WCA
Westover Capital Advisors
Delaware
$3.23M +$27.2K 3 3.08% Increased
2072
BMM
Buffington Mohr McNeal
Idaho
$3.22M -$16.4K 2 1.99% Reduced
2073
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.21M +$2.9M 4 3.13% New
2074
PFBT
Parkside Financial Bank & Trust
Missouri
$3.19M +$655K 3 2.16% Increased
2075
Accredited Investors
Accredited Investors
Minnesota
$3.18M -$126K 4 1.11% Reduced