← All themes

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
SNBOSD
Security National Bank of So Dak
Iowa
$3.34M -$93K 3 5.49% Reduced
2052
CCC
Cincinnati Casualty Company
Ohio
$3.34M $0 1 3.6% Maintained
2053
Naples Global Advisors
Naples Global Advisors
Florida
$3.33M +$434K 3 1.97% Increased
2054
Nadler Financial Group
Nadler Financial Group
Illinois
$3.32M -$81.1K 4 2.09% Reduced
2055
SC
Schulhoff & Co
Ohio
$3.3M +$66.5K 2 2.04% Increased
2056
SKK
Shepherd Kaplan Krochuk
Massachusetts
$3.29M -$601K 2 0.35% Reduced
2057
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$3.28M -$126K 5 1.38% Reduced
2058
MCM
Marathon Capital Management
Maryland
$3.28M +$60.7K 3 2.63% Increased
2059
PIC
Portland Investment Counsel
Ontario, Canada
$3.26M +$3.39M 1 2.27% New
2060
Oberweis Asset Management
Oberweis Asset Management
Illinois
$3.25M +$142K 2 0.8% Increased
2061
T
TradeWorx
New Jersey
$3.25M +$2.08M 5 2.64% Increased
2062
MPEM
Marathon Partners Equity Management
New York
$3.25M -$1.2M 1 1.3% Reduced
2063
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$3.23M -$94.1K 3 1.93% Reduced
2064
CCS
Crosspoint Capital Strategies
California
$3.19M +$497K 6 1.2% Increased
2065
OCM
Oakwood Capital Management
California
$3.18M -$2.83M 1 0.96% Reduced
2066
RBF Capital
RBF Capital
California
$3.17M -$2.71K 2 0.76% Reduced
2067
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$3.17M $0 1 1.14% Maintained
2068
TMC
Trellus Management Company
Florida
$3.16M +$1.48M 2 2.67% Increased
2069
LWM
LBA Wealth Management
Florida
$3.16M +$112K 5 2.58% Increased
2070
EI
Excelsia Inc
Georgia
$3.12M -$2.75M 2 4.01% Reduced
2071
RHFI
Reilly Herbert Faulkner III
$3.1M +$247K 2 3.03% Increased
2072
BL
BCWM LLC
Kansas
$3.09M -$1.53M 1 1.57% Reduced
2073
MM
Midas Management
New York
$3.08M -$5.85M 2 1.98% Reduced
2074
SFM
Signature Financial Management
Virginia
$3.05M +$548K 5 2.32% Increased
2075
Next Financial Group
Next Financial Group
Texas
$3.05M +$2.99M 7 1.59% New