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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
2201
Yorktown Management & Research Company
Yorktown Management & Research Company
Virginia
$10.3M -$1.01M 5 3.04% Reduced
2202
Cambria Investment Management
Cambria Investment Management
California
$10.3M -$3.13M 3 1.49% Reduced
2203
Mount Vernon Associates
Mount Vernon Associates
Maryland
$10.2M -$77.4K 4 15.82% Reduced
2204
Intersect Capital
Intersect Capital
California
$10.2M +$334K 6 5.42% Increased
2205
Waverly Advisors
Waverly Advisors
Alabama
$10.2M -$7.13M 7 1.65% Reduced
2206
Needham Investment Management
Needham Investment Management
New York
$10.2M -$6.67M 4 2.92% Reduced
2207
One Capital Management
One Capital Management
California
$10.2M +$425K 6 2% Increased
2208
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$10.2M -$2.93M 4 1.36% Reduced
2209
JT Stratford LLC
JT Stratford LLC
Georgia
$10.2M -$337K 3 6.36% Reduced
2210
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$10.2M +$85.5K 14 2.99% Increased
2211
Palouse Capital Management
Palouse Capital Management
Washington
$10.2M -$143K 2 3.39% Reduced
2212
Terra Nova Asset Management
Terra Nova Asset Management
New York
$10.2M +$1.23M 4 18.03% Increased
2213
Simplicity Solutions
Simplicity Solutions
Minnesota
$10.2M -$207K 7 0.88% Reduced
2214
Monarch Capital Management
Monarch Capital Management
Indiana
$10.2M -$239K 3 3.91% Reduced
2215
Security National Bank
Security National Bank
Nebraska
$10.1M -$434K 5 6.79% Reduced
2216
Tributary Capital Management
Tributary Capital Management
Nebraska
$10.1M -$75.6K 7 0.85% Reduced
2217
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.1M -$18.6M 2 0.95% Reduced
2218
Stearns Financial Services Group
Stearns Financial Services Group
North Carolina
$10.1M -$521K 6 2.48% Reduced
2219
Sterneck Capital Management
Sterneck Capital Management
Missouri
$10.1M -$1.31M 5 5.96% Reduced
2220
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$10.1M -$14.3M 1 1.43% Reduced
2221
Triangle Securities Wealth Management
Triangle Securities Wealth Management
North Carolina
$10.1M -$185K 6 5.82% Reduced
2222
Wealth Architects
Wealth Architects
California
$10.1M -$812K 10 3.35% Reduced
2223
Cadence Bank
Cadence Bank
Mississippi
$10.1M +$306K 4 0.97% Increased
2224
Geneva Partners
Geneva Partners
Wisconsin
$10.1M -$1.39M 3 8.31% Reduced
2225
Darwin Wealth Management
Darwin Wealth Management
Florida
$10.1M -$4.06M 5 7.31% Reduced