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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
2101
BCM
Beck Capital Management
Texas
$2.88M -$181K 1 1.91% Reduced
2102
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$2.88M +$366K 1 0.23% Increased
2103
BS
Bessemer Securities
New York
$2.86M +$2.91M 1 1.6% New
2104
BIM
Beach Investment Management
Pennsylvania
$2.86M -$1.33M 1 3.91% Reduced
2105
ANBTV
American National Bank & Trust (Virginia)
Virginia
$2.85M +$1.39M 3 1.44% Increased
2106
DMK
David M. Knott
$2.83M $0 1 0.51% Maintained
2107
Addison Capital
Addison Capital
Pennsylvania
$2.82M -$136K 1 2.44% Reduced
2108
Man Investments (UK)
Man Investments (UK)
United Kingdom
$2.82M -$160K 4 0.22% Reduced
2109
SCM
Stuyvesant Capital Management
New York
$2.82M -$474K 1 5.41% Reduced
2110
FCCM
First City Capital Management
Georgia
$2.81M -$27.2K 5 2% Reduced
2111
Miller Investment Management
Miller Investment Management
Pennsylvania
$2.8M -$653K 3 1.24% Reduced
2112
MIC
Meridian Investment Counsel
California
$2.79M +$15.8K 3 2.15% Increased
2113
FAM
Foothills Asset Management
Arizona
$2.77M -$2.6K 1 2.14% Reduced
2114
HCA
Harbour Capital Advisors
Virginia
$2.76M -$177K 3 2.16% Reduced
2115
HCM
Horrell Capital Management
Arkansas
$2.75M +$1.37M 6 1.31% Increased
2116
Guinness Asset Management
Guinness Asset Management
United Kingdom
$2.74M +$360K 1 1.07% Increased
2117
Choreo LLC
Choreo LLC
Illinois
$2.74M -$272K 4 0.77% Reduced
2118
Focused Wealth Management
Focused Wealth Management
New York
$2.72M -$53.1K 7 2.13% Reduced
2119
CCM
Crossvault Capital Management
Texas
$2.7M +$530K 1 2.52% Increased
2120
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$2.7M -$312K 2 0.68% Reduced
2121
Capstone Financial Advisors
Capstone Financial Advisors
Illinois
$2.7M +$5.57K 4 1.88% Increased
2122
BlueCrest Capital Management (UK)
BlueCrest Capital Management (UK)
Guernsey
$2.68M -$84.8K 3 0.09% Reduced
2123
Bell Bank
Bell Bank
North Dakota
$2.67M -$683K 5 1.88% Reduced
2124
VWM
Vector Wealth Management
Minnesota
$2.65M -$78.8K 4 1.95% Reduced
2125
Denali Advisors
Denali Advisors
California
$2.65M +$2.75M 1 0.73% New