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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
HC
Hampstead Capital
United Kingdom
$7.66M +$7.52M 2 8.13% New
2052
Univest Financial
Univest Financial
Pennsylvania
$7.65M +$498K 4 3.24% Increased
2053
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.65M +$2.22M 7 2.55% Increased
2054
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$7.62M +$7.38M 6 5.96% New
2055
SSP
Sapphire Star Partners
Washington
$7.62M -$45.5K 1 8.48% Reduced
2056
Arete Wealth Advisors
Arete Wealth Advisors
Illinois
$7.62M +$5.43M 5 3.52% Increased
2057
RAM
Roanoke Asset Management
New Jersey
$7.6M -$237K 2 3.45% Reduced
2058
LRIC
Long Road Investment Counsel
Michigan
$7.6M $0 4 5.84% Maintained
2059
TH
Timber Hill
Connecticut
$7.57M +$7.56M 6 0.03% Increased
2060
WWM
Willingdon Wealth Management
North Carolina
$7.56M -$443K 5 3.57% Reduced
2061
NG
Northstar Group
New York
$7.56M +$140K 6 5.21% Increased
2062
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$7.53M +$649K 3 4.51% Increased
2063
Herald Investment Management
Herald Investment Management
United Kingdom
$7.49M -$318K 6 3.24% Reduced
2064
BRC
Bell Rock Capital
Delaware
$7.48M +$7.67M 7 7.89% New
2065
Portland Global Advisors
Portland Global Advisors
Maine
$7.47M +$351K 5 3.25% Increased
2066
LIM
Loudon Investment Management
New Hampshire
$7.47M -$108K 2 5.83% Reduced
2067
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$7.46M -$93.9K 2 6.59% Reduced
2068
SH
Sandia Holdings
Connecticut
$7.46M +$7.52M 1 4.03% New
2069
HC
Hawkins Capital
Texas
$7.44M $0 1 2.38% Maintained
2070
APSI
Asset Planning Services Inc
Louisiana
$7.4M +$7.13M 2 6.95% New
2071
Pier Capital
Pier Capital
Connecticut
$7.4M +$9.27M 2 1.34% New
2072
WAS
Winch Advisory Services
Wisconsin
$7.4M -$1.13M 7 5.09% Reduced
2073
Corient Capital Partners
Corient Capital Partners
California
$7.39M -$3.61M 6 1.31% Reduced
2074
Heartland Advisors
Heartland Advisors
Wisconsin
$7.39M +$412K 1 0.41% Increased
2075
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$7.38M -$402K 4 6.67% Reduced