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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
2076
Blackcrane Capital
Blackcrane Capital
Washington
$15.1M -$658K 1 20.19% Reduced
2077
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$15.1M +$723K 9 1.75% Increased
2078
McIlrath & Eck
McIlrath & Eck
Washington
$15.1M +$2.2M 13 8.38% Increased
2079
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$15.1M +$995K 7 9.89% Increased
2080
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$15.1M +$3.24M 5 1.51% Increased
2081
Hamilton Wealth
Hamilton Wealth
California
$15.1M +$987K 4 11.97% Increased
2082
Cheviot Value Management
Cheviot Value Management
California
$15.1M -$5.39K 3 7.33% Reduced
2083
Cedar Capital
Cedar Capital
Illinois
$15.1M +$860K 7 6.65% Increased
2084
Perennial Advisors
Perennial Advisors
New York
$15.1M +$945K 4 8.56% Increased
2085
BCM
Bayesian Capital Management
New York
$15M -$4.18M 7 2.89% Reduced
2086
DC
DPM Capital
Florida
$15M -$3.81M 1 7.98% Reduced
2087
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$15M +$183K 9 6.63% Increased
2088
Prince Street Capital Management
Prince Street Capital Management
New York
$15M -$14.6M 1 6.14% Reduced
2089
Credential Qtrade Securities
Credential Qtrade Securities
$15M +$1.27M 8 2.77% Increased
2090
Forte Capital
Forte Capital
New York
$15M +$491K 5 5.39% Increased
2091
Mengis Capital Management
Mengis Capital Management
Oregon
$15M +$640K 4 8.35% Increased
2092
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$14.9M -$284K 5 4.16% Reduced
2093
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
$14.9M +$13.8M 1 7.07% New
2094
Regal Investment Advisors
Regal Investment Advisors
Michigan
$14.9M +$188K 7 3.02% Increased
2095
Jupiter Wealth Management
Jupiter Wealth Management
Colorado
$14.8M +$13.5M 5 7.13% New
2096
WoodTrust Financial
WoodTrust Financial
Wisconsin
$14.8M +$606K 4 7.07% Increased
2097
Boston Research & Management
Boston Research & Management
Massachusetts
$14.8M -$162K 5 6.16% Reduced
2098
Saban Capital Group
Saban Capital Group
California
$14.8M +$3.6M 4 30.46% Increased
2099
LHC
Lodge Hill Capital
New York
$14.8M +$14M 2 4.04% New
2100
Advanced Asset Management Advisors
Advanced Asset Management Advisors
Ohio
$14.8M -$1.03M 4 5.26% Reduced