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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
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$25.6M +$3.27M 5 3.63% Increased
2052
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$25.6M +$1.54M 5 5.89% Increased
2053
Towle & Co
Towle & Co
Colorado
$25.5M -$4.89M 1 3.41% Reduced
2054
Vishria Bird Financial Group
Vishria Bird Financial Group
Tennessee
$25.5M +$266K 5 17.8% Increased
2055
Cadinha & Co
Cadinha & Co
Hawaii
$25.5M +$456K 4 5.69% Increased
2056
FPFS
First Personal Financial Services
North Carolina
$25.4M -$167K 9 6.89% Reduced
2057
Triodos Investment Management
Triodos Investment Management
Netherlands
$25.4M -$348K 1 3.35% Reduced
2058
Chemung Canal Trust
Chemung Canal Trust
New York
$25.4M -$1.04M 5 5.79% Reduced
2059
Draper Asset Management
Draper Asset Management
New York
$25.3M -$693K 6 35.17% Reduced
2060
American Investment Services
American Investment Services
Massachusetts
$25.3M -$549K 5 5.21% Reduced
2061
Strategic Wealth Investment Group
Strategic Wealth Investment Group
Kentucky
$25.3M +$3.88M 6 5.86% Increased
2062
Deer Management Company
Deer Management Company
New York
$25.3M -$22.4M 1 2.33% Reduced
2063
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
$25.2M -$419K 12 4.24% Reduced
2064
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$25.2M +$227K 9 8.17% Increased
2065
Light Street Capital Management
Light Street Capital Management
California
$25.1M +$13.9M 3 9.38% Increased
2066
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$25.1M -$143K 5 6.19% Reduced
2067
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$25.1M +$6.03M 8 2% Increased
2068
One River Asset Management
One River Asset Management
Connecticut
$25.1M +$28M 6 1.51% New
2069
SSI
Scott & Selber Inc
Texas
$25M +$36.3K 4 11.25% Increased
2070
Patient Capital Management
Patient Capital Management
Maryland
$25M -$1.11M 4 12.15% Reduced
2071
Berkshire Bank
Berkshire Bank
Massachusetts
$25M -$2.87M 5 7.64% Reduced
2072
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$25M -$388K 8 5.3% Reduced
2073
AXS Investments
AXS Investments
New York
$24.9M -$1.98M 9 8.91% Reduced
2074
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$24.8M -$191K 7 6.69% Reduced
2075
Quantbot Technologies
Quantbot Technologies
New York
$24.7M +$3.71M 13 1.78% Increased