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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
BFSG LLC
BFSG LLC
California
$23M +$2.37M 5 4.96% Increased
2052
WoodTrust Financial
WoodTrust Financial
Wisconsin
$23M -$1.52M 6 9.19% Reduced
2053
Paradice Investment Management
Paradice Investment Management
Colorado
$23M +$146K 2 1.73% Increased
2054
Haverford Financial Services
Haverford Financial Services
Pennsylvania
$23M +$20.8K 2 7.73% Increased
2055
Adalta Capital Management
Adalta Capital Management
New York
$22.9M -$658K 4 18.27% Reduced
2056
BIMC
Benson Investment Management Company
Virginia
$22.9M +$61.3K 4 15.8% Increased
2057
Naples Global Advisors
Naples Global Advisors
Florida
$22.9M +$131K 7 4.93% Increased
2058
SFMG Wealth Advisors
SFMG Wealth Advisors
Texas
$22.9M +$1.96M 7 3.26% Increased
2059
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$22.8M $0 1 12.14% Maintained
2060
Cooper Financial Group
Cooper Financial Group
California
$22.8M +$1.77M 7 7.38% Increased
2061
Venture Visionary Partners
Venture Visionary Partners
Ohio
$22.8M +$288K 6 6.63% Increased
2062
Perennial Investment Advisors
Perennial Investment Advisors
California
$22.8M +$745K 9 15.42% Increased
2063
Aubrey Capital Management
Aubrey Capital Management
United Kingdom
$22.8M +$6.04M 3 10.19% Increased
2064
Harbour Investment Management
Harbour Investment Management
Washington
$22.8M -$419K 3 15.9% Reduced
2065
Golden State Wealth Management
Golden State Wealth Management
California
$22.7M +$5.35M 7 5.84% Increased
2066
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$22.7M -$766K 13 2.39% Reduced
2067
Blue Pool Management
Blue Pool Management
Hong Kong
$22.7M -$31.9M 3 10.29% Reduced
2068
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$22.7M +$2.28M 8 9.34% Increased
2069
American Assets Investment Management
American Assets Investment Management
California
$22.6M -$13.3M 2 5.11% Reduced
2070
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$22.5M -$90.8K 5 6.61% Reduced
2071
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$22.5M +$2.08K 6 6.64% Increased
2072
Kemper Corp Master Retirement Trust
Kemper Corp Master Retirement Trust
Illinois
$22.5M -$2.34M 4 10.16% Reduced
2073
Zions Bancorporation
Zions Bancorporation
Utah
$22.5M +$1.23M 15 3.27% Increased
2074
McIlrath & Eck
McIlrath & Eck
Washington
$22.5M +$156K 13 10.41% Increased
2075
Morris Capital Advisors
Morris Capital Advisors
Pennsylvania
$22.4M -$1.17M 6 20.24% Reduced