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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
HI
Handelsinvest Investeringsforvaltning
Denmark
$24.6M +$4.82M 5 3.66% Increased
2177
Employers Holdings
Employers Holdings
Nevada
$24.6M $0 6 14.85% Maintained
2178
RiverFront Investment Group
RiverFront Investment Group
Virginia
$24.6M +$23.7M 1 0.54% New
2179
Asset Dedication LLC
Asset Dedication LLC
California
$24.5M -$171K 15 4.88% Reduced
2180
West Coast Financial
West Coast Financial
California
$24.4M -$431K 3 4.7% Reduced
2181
Westover Capital Advisors
Westover Capital Advisors
Delaware
$24.4M +$748K 3 8.8% Increased
2182
Adalta Capital Management
Adalta Capital Management
New York
$24.4M -$981K 4 15.41% Reduced
2183
Baker Tilly Wealth Management
Baker Tilly Wealth Management
Wisconsin
$24.4M +$23.6M 8 7.53% New
2184
Surevest
Surevest
California
$24.4M +$541K 6 8.14% Increased
2185
SAM
Security Asset Management
New York
$24.4M +$8.15M 4 10.2% Increased
2186
L.J. Altfest & Co
L.J. Altfest & Co
New York
$24.4M -$3.65M 8 5.97% Reduced
2187
PDT Partners
PDT Partners
New York
$24.3M +$336K 5 1.64% Increased
2188
Sitrin Capital Management
Sitrin Capital Management
California
$24.3M -$2.9M 5 12.12% Reduced
2189
OIA
Optimum Investment Advisors
Illinois
$24.3M -$269K 13 7.36% Reduced
2190
Avory & Company
Avory & Company
Florida
$24.3M +$21.5M 2 16.31% New
2191
Ameritas Investment Company
Ameritas Investment Company
Nebraska
$24.3M +$5.45M 9 4.71% Increased
2192
SCM
Stormborn Capital Management
Connecticut
$24.2M +$10M 2 12.63% Increased
2193
One Capital Management
One Capital Management
California
$24.2M +$350K 7 2.9% Increased
2194
Hodges Capital Management
Hodges Capital Management
Texas
$24.2M +$910K 6 3.81% Increased
2195
Cadence Bank NA
Cadence Bank NA
Texas
$24.1M +$532K 7 8.52% Increased
2196
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$24.1M +$868K 5 5.5% Increased
2197
Wells Trecaso Financial Group
Wells Trecaso Financial Group
Ohio
$24.1M -$788K 4 13.41% Reduced
2198
NME
Notis-McConarty Edward
$24.1M -$659K 5 9.8% Reduced
2199
Lakehouse Capital
Lakehouse Capital
Australia
$24.1M +$23.2M 3 18.1% New
2200
BFSG LLC
BFSG LLC
California
$24.1M -$2.97M 5 3.99% Reduced