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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
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$29.9M +$751M 9 4.04% Increased
2177
Boston Research & Management
Boston Research & Management
Massachusetts
$29.9M -$42K 6 8.91% Reduced
2178
CIM
Coastal Investment Management
California
$29.9M -$1.19M 1 41.6% Reduced
2179
Pragma Gestao de Patrimonio
Pragma Gestao de Patrimonio
Brazil
$29.8M -$18.2M 2 13.6% Reduced
2180
Harbour Investment Management
Harbour Investment Management
Washington
$29.8M -$370K 4 15.11% Reduced
2181
NTV Asset Management
NTV Asset Management
West Virginia
$29.8M +$78.4K 7 5.17% Increased
2182
NME
Notis-McConarty Edward
$29.8M -$615K 5 10.92% Reduced
2183
Sandler Capital Management
Sandler Capital Management
New York
$29.7M -$13.5M 3 2.64% Reduced
2184
Sandbox Financial Partners
Sandbox Financial Partners
Maryland
$29.7M +$2.25M 6 21.2% Increased
2185
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado)
Colorado
$29.7M +$5.62M 5 5.11% Increased
2186
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$29.7M +$407K 15 8.59% Increased
2187
FVCM
F&V Capital Management
Florida
$29.6M -$530K 4 11.87% Reduced
2188
BCM
Bares Capital Management
Texas
$29.6M $0 1 0.53% Maintained
2189
BFSG LLC
BFSG LLC
California
$29.6M +$14.2M 5 4.52% Increased
2190
6CM
683 Capital Management
New York
$29.6M -$3.45M 1 1.15% Reduced
2191
LBC
Lawrence B. Cohen
$29.6M -$1.08M 4 15.59% Reduced
2192
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$29.5M +$154K 5 6.73% Increased
2193
Adalta Capital Management
Adalta Capital Management
New York
$29.5M -$783K 7 16.33% Reduced
2194
First Washington Corp
First Washington Corp
Washington
$29.4M -$2.38M 6 10.72% Reduced
2195
Alpha Capital Management
Alpha Capital Management
Texas
$29.4M -$1.3M 6 6.98% Reduced
2196
Avalon Capital Management
Avalon Capital Management
California
$29.3M +$9.8M 4 16.46% Increased
2197
Rempart Asset Management
Rempart Asset Management
Canada
$29.3M -$1.74M 1 6.18% Reduced
2198
Avantax Planning Partners
Avantax Planning Partners
Iowa
$29.3M +$860K 8 1.35% Increased
2199
Bright Rock Capital Management
Bright Rock Capital Management
Massachusetts
$29.3M $0 2 7.33% Maintained
2200
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$29.3M -$12.5M 1 0.72% Reduced