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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
2126
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$7.86M -$196K 4 6.3% Reduced
2127
IC
Investment Counsel
Michigan
$7.83M +$475K 4 6.48% Increased
2128
Perennial Advisors
Perennial Advisors
New York
$7.82M +$353K 5 6.02% Increased
2129
IIA
IPG Investment Advisors
California
$7.82M +$1.4M 6 3.52% Increased
2130
APSI
Asset Planning Services Inc
Louisiana
$7.82M +$13.2K 2 6.64% Increased
2131
Avior Wealth Management
Avior Wealth Management
Nebraska
$7.81M +$696K 8 2.61% Increased
2132
Portland Global Advisors
Portland Global Advisors
Maine
$7.8M -$181K 5 3.25% Reduced
2133
WWM
Willingdon Wealth Management
North Carolina
$7.79M -$314K 5 3.15% Reduced
2134
PVWM
Point View Wealth Management
New Jersey
$7.77M +$779K 4 4.01% Increased
2135
BMC
Benin Management Corp
Connecticut
$7.76M +$223K 4 3.53% Increased
2136
Virtu Financial
Virtu Financial
New York
$7.74M +$5.83M 6 0.8% Increased
2137
ISB
Iowa State Bank
Iowa
$7.71M +$49.3K 2 3.78% Increased
2138
Granahan Investment Management
Granahan Investment Management
Massachusetts
$7.71M -$1.74M 3 0.77% Reduced
2139
BFSG LLC
BFSG LLC
California
$7.68M +$7.5M 6 3.86% New
2140
BRC
Bell Rock Capital
Delaware
$7.66M -$842K 7 7.09% Reduced
2141
SA
Sicart Associates
New York
$7.65M -$623K 4 5.53% Reduced
2142
Snow Capital Management
Snow Capital Management
Pennsylvania
$7.65M -$6.47M 1 0.36% Reduced
2143
NBC
Neuberger Berman Canada
Ontario, Canada
$7.63M +$494K 8 1.5% Increased
2144
WPP
Whalerock Point Partners
Rhode Island
$7.62M +$957K 5 2.85% Increased
2145
Mengis Capital Management
Mengis Capital Management
Oregon
$7.59M +$555K 2 5.55% Increased
2146
SPM
Symmetry Peak Management
Pennsylvania
$7.57M +$3.01M 3 1.13% Increased
2147
Naples Global Advisors
Naples Global Advisors
Florida
$7.56M +$63.8K 5 2.71% Increased
2148
BRCM
Bright Rock Capital Management
Massachusetts
$7.54M +$1.85M 1 2.25% Increased
2149
MAA
Mraz Amerine & Associates
California
$7.54M -$201K 2 2.36% Reduced
2150
SCM
SkyTop Capital Management
New Jersey
$7.54M +$7.08M 1 5.01% New