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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
MIC
MU Investments Company
Japan
$6.5M -$1.67M 6 4.41% Reduced
2052
Montecito Bank & Trust
Montecito Bank & Trust
California
$6.49M +$1.12M 5 2.74% Increased
2053
HC
Hawkins Capital
Texas
$6.44M +$4.2M 1 2.15% Increased
2054
Rafferty Asset Management
Rafferty Asset Management
New York
$6.42M -$2.34M 6 0.43% Reduced
2055
FCT
Family Capital Trust
Massachusetts
$6.42M +$27.9K 3 3.81% Increased
2056
M Holdings Securities
M Holdings Securities
Oregon
$6.42M +$364K 7 3.28% Increased
2057
MAA
Mraz Amerine & Associates
California
$6.41M -$36.8K 2 2.24% Reduced
2058
HPCM
High Pointe Capital Management
Illinois
$6.4M -$321K 4 9.75% Reduced
2059
DAM
Deimos Asset Management
New York
$6.38M +$881K 2 2.78% Increased
2060
Garde Capital
Garde Capital
Washington
$6.38M +$30.7K 5 2.06% Increased
2061
Westover Capital Advisors
Westover Capital Advisors
Delaware
$6.36M +$374K 2 5.21% Increased
2062
Prospera Financial Services
Prospera Financial Services
Texas
$6.34M -$3.69M 5 1.31% Reduced
2063
HIS
Horizon Investment Services
Indiana
$6.34M -$388K 3 3.2% Reduced
2064
IAA
Ironsides Asset Advisors
North Carolina
$6.29M -$2.08M 6 1.92% Reduced
2065
Herald Investment Management
Herald Investment Management
United Kingdom
$6.27M $0 5 2.62% Maintained
2066
KCM
Kempner Capital Management
Texas
$6.23M $0 1 4% Maintained
2067
Portland Global Advisors
Portland Global Advisors
Maine
$6.23M +$32.8K 5 2.85% Increased
2068
GPC
Glacier Peak Capital
Washington
$6.22M -$2.92M 2 6.59% Reduced
2069
IC
Investment Counsel
Michigan
$6.15M -$106K 4 4.97% Reduced
2070
Consolidated Investment Group
Consolidated Investment Group
Colorado
$6.12M $0 2 3.1% Maintained
2071
BFA
Benedict Financial Advisors
Georgia
$6.12M -$120K 1 3.58% Reduced
2072
NBC
Neuberger Berman Canada
Ontario, Canada
$6.12M -$330K 5 1.97% Reduced
2073
LWM
Lyons Wealth Management
Florida
$6.11M -$630K 3 9.22% Reduced
2074
IberiaBank
IberiaBank
Louisiana
$6.1M +$285K 4 2.69% Increased
2075
RMAM
Raab & Moskowitz Asset Management
New Jersey
$6.1M +$347K 6 3.47% Increased