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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
Pembroke Management
Pembroke Management
Quebec, Canada
$58.5M -$2.96M 5 5.8% Reduced
2102
JCIC Asset Management
JCIC Asset Management
Ontario, Canada
$58.4M +$55.4M 6 18.28% New
2103
First Interstate Bank
First Interstate Bank
Montana
$58.4M -$512K 6 3.22% Reduced
2104
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
$58.4M +$1.04M 5 16.27% Increased
2105
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina)
North Carolina
$58.3M -$688K 4 8.06% Reduced
2106
SimplyRich
SimplyRich
California
$58.3M -$344K 7 15.73% Reduced
2107
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$58.3M +$25.7M 11 6.45% Increased
2108
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
$58.2M -$571K 7 3.05% Reduced
2109
Oak Grove Capital
Oak Grove Capital
New Hampshire
$58.1M -$302K 6 8.23% Reduced
2110
KAS
Kemnay Advisory Services
New York
$58.1M -$10.1M 4 8.83% Reduced
2111
SHFA
SS&H Financial Advisors
Michigan
$58.1M +$964K 7 17.65% Increased
2112
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$58M +$589K 7 3.01% Increased
2113
Driehaus Capital Management
Driehaus Capital Management
Illinois
$58M -$68.4M 6 0.42% Reduced
2114
Quent Capital
Quent Capital
New York
$58M +$860K 18 4.86% Increased
2115
Graham Capital Management
Graham Capital Management
Connecticut
$57.9M -$10.9M 11 0.92% Reduced
2116
EFG Asset Management
EFG Asset Management
Oregon
$57.9M +$665K 6 7.49% Increased
2117
Fogel Capital Management
Fogel Capital Management
Florida
$57.9M +$470K 4 26.79% Increased
2118
Regal Investment Advisors
Regal Investment Advisors
Michigan
$57.8M +$3.39M 8 3.76% Increased
2119
Core Alternative Capital
Core Alternative Capital
Georgia
$57.7M -$6.94M 9 16.76% Reduced
2120
Orion Investment Company
Orion Investment Company
Missouri
$57.7M +$59.3K 5 18.33% Increased
2121
Wilsey Asset Management
Wilsey Asset Management
California
$57.7M -$33.2K 1 10.57% Reduced
2122
Catalyst Financial Partners
Catalyst Financial Partners
Massachusetts
$57.5M +$1.49M 9 6.93% Increased
2123
BFSG LLC
BFSG LLC
California
$57.4M +$1.1M 9 5.56% Increased
2124
Valmark Advisers
Valmark Advisers
Ohio
$57.4M -$5.3M 8 0.74% Reduced
2125
Westside Investment Management
Westside Investment Management
California
$57.3M +$1M 15 9.15% Increased