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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
TCM
TCS Capital Management
New York
$7.12M +$7.18M 2 3.91% New
2102
ISB
Iowa State Bank
Iowa
$7.1M -$30.8K 2 3.64% Reduced
2103
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$7.08M +$6.84M 6 3.06% New
2104
Cerity Partners OCIO
Cerity Partners OCIO
New York
$7.06M +$2M 6 0.61% Increased
2105
IAA
Ironsides Asset Advisors
North Carolina
$7.05M -$215K 5 1.93% Reduced
2106
BGC
Blue Granite Capital
South Carolina
$7.02M +$7.01M 5 4.99% New
2107
HCA
Horan Capital Advisors
Ohio
$7.02M -$9.49K 4 5.24% Reduced
2108
One Capital Management
One Capital Management
California
$7.02M -$52.4K 5 2.23% Reduced
2109
Old Mission Capital
Old Mission Capital
Illinois
$7.02M +$1.65M 1 0.54% Increased
2110
HGI
Hansberger Growth Investors
Wisconsin
$6.99M -$1.74M 1 8.93% Reduced
2111
LCM
Leisure Capital Management
California
$6.98M -$310K 6 6.28% Reduced
2112
Dimension Capital Management
Dimension Capital Management
Florida
$6.98M +$7.28M 2 2.41% New
2113
ABP
Arthur B. Page
$6.98M +$137K 3 6.67% Increased
2114
AIA
Allegis Investment Advisors
Idaho
$6.96M +$1.24M 6 2.2% Increased
2115
BMC
Benin Management Corp
Connecticut
$6.96M -$370K 4 3.2% Reduced
2116
Hudson Way Capital Management
Hudson Way Capital Management
Texas
$6.95M +$7.02M 1 5.08% New
2117
Apriem Advisors
Apriem Advisors
California
$6.95M +$1.81M 11 2.06% Increased
2118
IC
Investment Counsel
Michigan
$6.93M +$129K 4 6.02% Increased
2119
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$6.93M -$183K 9 1.16% Reduced
2120
SCM
Sterneck Capital Management
Missouri
$6.92M -$1.74M 4 4.45% Reduced
2121
BIA
Barry Investment Advisors
Massachusetts
$6.9M -$282K 2 2.42% Reduced
2122
Oarsman Capital
Oarsman Capital
Wisconsin
$6.89M -$2.64M 6 4.44% Reduced
2123
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$6.88M -$7.23M 9 3.19% Reduced
2124
HA
Harbor Advisors
Florida
$6.88M +$6.96M 3 3.3% New
2125
Perennial Advisors
Perennial Advisors
New York
$6.87M +$6.83M 5 5.71% New