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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
2176
Ethic Inc
Ethic Inc
New York
$17.1M +$16.3M 8 12.55% New
2177
Eidelman Virant Capital
Eidelman Virant Capital
Missouri
$17M -$1.25M 4 8.33% Reduced
2178
Bandera Partners
Bandera Partners
New York
$17M $0 2 10.13% Maintained
2179
Royal Fund Management
Royal Fund Management
Florida
$17M +$1.1M 9 4.32% Increased
2180
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$17M +$506K 6 1.8% Increased
2181
Cabot Wealth Management
Cabot Wealth Management
Massachusetts
$17M -$148K 5 3.28% Reduced
2182
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$16.9M -$884K 7 1.42% Reduced
2183
BRR OpCo
BRR OpCo
Ohio
$16.9M -$210K 8 2.41% Reduced
2184
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$16.9M -$399K 6 4.66% Reduced
2185
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
$16.9M -$1.59M 2 2.67% Reduced
2186
New England Asset Management
New England Asset Management
Connecticut
$16.8M -$692K 4 0.27% Reduced
2187
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$16.8M -$4.31M 2 1.33% Reduced
2188
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$16.8M -$192K 7 4.41% Reduced
2189
GIM
Greylin Investment Management
Virginia
$16.8M -$2.49M 2 3.71% Reduced
2190
Islet Management
Islet Management
New York
$16.8M -$1.91M 2 1.56% Reduced
2191
NKCFO LLC
NKCFO LLC
Illinois
$16.8M $0 3 12.26% Maintained
2192
Krilogy Financial
Krilogy Financial
Missouri
$16.8M +$589K 7 2.76% Increased
2193
Archford Capital Strategies
Archford Capital Strategies
Illinois
$16.7M +$378K 7 5.77% Increased
2194
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc
Rhode Island
$16.7M +$144K 7 1.78% Increased
2195
American Money Management
American Money Management
California
$16.7M -$58.5K 4 7.79% Reduced
2196
9258 Wealth Management
9258 Wealth Management
Ohio
$16.6M +$3.65M 7 6.1% Increased
2197
Choreo LLC
Choreo LLC
Illinois
$16.6M +$1.09M 7 1.65% Increased
2198
Mirova
Mirova
France
$16.6M -$122M 7 5.78% Reduced
2199
RMSCM
R.M. Sincerbeaux Capital Management
New York
$16.6M -$29K 2 12.82% Reduced
2200
III
Independent Investors Inc
New York
$16.6M -$232K 5 5.48% Reduced